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You are here: Manager factsheet

Alan McFarlane

T. Bailey Fund Srvs Ltd (ACD)
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Manager profile
Following a two-year spell working in local government, Alan’s investment career began in 1980 in the Edinburgh office of ICFC, a UK private equity group. In 1982 he joined Ivory & Sime plc, initially to manage global technology stock funds before moving to its UK equity team, and then becoming the director in charge of its institutional business. In 1993 he moved to London to run GAM’s institutional business. In 2001 he returned to Edinburgh to become CEO of Walter Scott & Partners Ltd, leading the firm before and after its acquisition by BNY Mellon in 2006. He left at the end of 2009. He is the former Chair of the endowment fund of the University of Edinburgh and holds a degree in Politics and Modern History from the same institution.
Total return for Alan McFarlane
Discrete calendar year performance : Alan McFarlane

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
Alan McFarlane -2.6 9.8 15.2 26.5 -0.1 14.3 28.8 -5.5 16.2 0.9
Peer Group Composite -0.5 8.2 13.6 16.5 -2.2 12.8 27.5 -3.7 11.8 3.6
Over / Under -2.1 1.6 1.6 10.0 2.1 1.5 1.3 -1.8 4.4 -2.8
Performance vs peer group composite: Alan McFarlane
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
Outperformed peer group composite
7 years
out of a possible 10
Overall markets
Underperformed peer group composite
3 years
out of a possible 10
Rising markets
Outperformed peer group composite
6 years
out of a possible 7
Falling markets
Outperformed peer group composite
1 year
out of a possible 3
Funds currently managed
Fund Sole/Co-managed Sector Periods
Heriot Global Co-managed UT Global since Mar 20 2013 to present
Heriot Global Smaller Companies Co-managed (deputy) UT Global since Sep 27 2021 to present
Funds managed previously
Fund Periods
No previously managed funds
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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