PLEASE TELL US A LITTLE ABOUT YOURSELF SO THAT WE CAN DISPLAY THE MOST
APPROPRIATE CONTENT TO YOU:

This site uses cookies. Some of the cookies are essential for parts of the site to operate and have already been set. You may delete and block all cookies from this site, but if you do, parts of the site may not work. To find out more about cookies used on Trustnet and how you can manage them, see our Privacy and Cookie Policy.

By clicking "I Agree" below, you acknowledge that you accept our Privacy Policy and Terms of Use.

For more information Click here

Login

Password Reminder
Not Registered? Click Here

Register

Register
It's look like you're leaving us

What would you like us to do with the funds you've selected

Show me all my options Forget them Save them
Customise this table
You are here: Manager factsheet

Helen Xiong

 FE fundinfo Alpha Manager
Baillie Gifford & Co Ltd, Baillie Gifford Worldwide Fund
pdfIcon Manager factsheet pdf    rss feed RSS Feed
Manager profile
Helen is an investment manager in the Global Alpha Team. She joined Baillie Gifford in 2008 and became a partner in 2020. In addition to Global Alpha, Helen has spent time working in our Developed Asia, UK, US Equity Growth, and Emerging Markets Equity teams. She graduated BSc (Hons) in Economics from the University of Warwick in 2007 and MPhil in Economics from the University of Cambridge in 2008.
Total return for Helen Xiong
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
 
 
 
 
 
60-96m
 
 
 
 
 
 
 
 
 
72-108m
 
 
 
 
 
 
 
 
 
84-120m
 
 
 
 
 
 
 
 
 
96-132m
 
 
 
 
 
 
 
 
 
108-144m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Helen Xiong

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
Helen Xiong 27.5 1.1 -28.2 30.6 86.0 11.6 13.5 22.4 32.2 5.2
Peer Group Composite 21.3 2.1 -9.4 26.7 12.9 11.5 5.2 12.1 29.5 -0.8
Over / Under 6.2 -1.0 -18.8 3.9 73.1 0.1 8.3 10.3 2.7 6.0
Performance vs peer group composite: Helen Xiong
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
8 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
2 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
7 years
out of a possible 8
 
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 Global Alpha Paris-Aligned Co-managed UT Global since Apr 15 2021 to present
Baillie Gifford Global Alpha Growth Co-managed UT Global since May 01 2021 to present
Baillie Gifford International Co-managed UT Global since May 01 2021 to present
Baillie Gifford Worldwide Global Alpha Co-managed FO Equity - International since May 01 2021 to present
Baillie Gifford Wrldwd Rsposbl Glb Alpha Prs-Algnd Co-managed FO Equity - Ethical since May 01 2021 to present
Funds managed previously
Fund Periods
Baillie Gifford Worldwide US Equity Growth since Sep 30 2014 to May 31 2020
Baillie Gifford American since May 01 2015 to May 31 2020
Baillie Gifford UK and Worldwide Equity since Sep 08 2017 to May 31 2020
Baillie Gifford US Growth Trust PLC since Jan 07 2019 to Feb 28 2021
Baillie Gifford US Growth Trust PLC since Mar 23 2018 to Jan 06 2019
News & Research: Related articles sector Sector fund Fund group Group manager Manager
Group Board overhauls Edinburgh Worldwide after years of underperformance By Matteo Anelli  20-Nov-2024
Sector The ‘hidden gem’ funds you may not know yet By Patrick Sanders  20-Nov-2024
Group Baillie Gifford Japanese added to Hargreaves Lansdown’s Wealth Shortlist By Gary Jackson  13-Nov-2024
Group Baillie Gifford’s top UK growth stocks By Emma Wallis  11-Nov-2024
Group Where Baillie Gifford is looking for the next Nvidia By Emma Wallis  08-Nov-2024
Group Baillie Gifford’s Mathison: Don’t put your head in the sand if you underperform By Patrick Sanders  08-Nov-2024
Group Funds to ignite your portfolio on Bonfire Night By Matteo Anelli  05-Nov-2024
Group Do US elections matter for stock returns? By Michael Taylor  04-Nov-2024
Sector A manager’s dilemma: Is Nvidia the next Cisco? By Matteo Anelli  31-Oct-2024
Group Do markets care who wins the US election? By Patrick Sanders  29-Oct-2024
Sector Brunner’s Bishop: Quality and growth are meaningless without value By Matteo Anelli  25-Oct-2024
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.

LATEST :

Five reasons to keep hold of your defensive funds

13:00 | Monday, January 20, 2014

Close

You are currently using an old browser which will not be supported by Trustnet after 31/07/2016. To ensure you benefit from all features on the site, please update your browser.   Close

© Trustnet Limited 2024. All Rights Reserved.
Please read our Terms of Use / Disclaimer and Privacy and Cookie Policy.
Data supplied in conjunction with Refinitiv and London Stock Exchange Plc