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You are here: Manager factsheet

Julia Angeles
Baillie Gifford Worldwide Fund, Baillie Gifford & Co Ltd
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Manager profile
Julia joined Baillie Gifford in 2008 and became a partner in 2022. She is a portfolio manager in the Health Innovation Strategy, which she co-founded in 2018, and a member of the International Growth Portfolio Construction Group. Julia previously worked as a management consultant at McKinsey & Company, advising firms in Denmark, Russia and Hungary. She obtained a BSc in 1999, an MSc in 2001 and a PhD in 2005 in Economics from the University of Aarhus, Denmark. She is fluent in Russian and Danish.
Total return for Julia Angeles
Manager career performance
Rolling Alpha Quartile: Discrete three year periods
Rolling Alpha Quartile shows a manager's alpha score in quartile terms, plotting his or her risk adjusted performance against all other managers in the UT & OEICs universe. The best managers are those who are consistently ranked in the first or second quartile.
 
Quartile 1
Quartile 2
Quartile 3
Quartile 4
 
 
 
 
 
53-89m
 
 
 
 
 
 
 
 
 
65-101m
 
 
 
 
 
 
 
 
 
77-113m
 
 
 
 
 
 
 
 
 
36-72m
 
 
 
 
 
 
 
 
 
48-84m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Julia Angeles

Manager career performance
Discrete performance
  0-12m 12-24m 24-36m 36-48m 48-60m 60-72m 72-84m 84-96m 96-108m 108-120m
Julia Angeles -11.6 -10.6 -19.0 68.9 19.0 12.6 29.3 - - -
Peer Group Composite 6.2 -2.7 0.4 30.9 -3.7 8.3 2.4 - - -
Over / Under -17.8 -7.9 -19.4 38.0 22.7 4.3 26.9 - - -
Performance vs peer group composite: Julia Angeles
How a manager matches up against their peers gives you some idea of how talented they are. Very few managers perform equally well in rising and falling markets, so knowing which type of market a manager is capable of performing well within is also important.
 
Overall markets
Up
Outperformed peer group composite
4 years
out of a possible 7
 
Overall markets
Up
Underperformed peer group composite
3 years
out of a possible 7
 
Rising markets
UpDown
Outperformed peer group composite
3 years
out of a possible 5
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
Baillie Gifford Worldwide Health Innovation Co-managed FO Equity - Pharma Health & Biotech since Oct 01 2018 to present
Baillie Gifford Health Innovation Co-managed UT Healthcare since Dec 15 2020 to present
Funds managed previously
Fund Periods
Baillie Gifford Positive Change since Jan 03 2017 to Sep 01 2020
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Data provided by FE fundinfo. Care has been taken to ensure that the information is correct, but FE fundinfo neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.

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