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You are here: Manager factsheet

Iain McCombie

Baillie Gifford & Co Ltd
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Manager profile
Iain is the head of our UK Equity Team and lead manager of the UK Core Strategy. He is also the joint manager on our flagship Managed Strategy, which he has been involved in since 2000, and became a partner of the firm in 2005. Since joining Baillie Gifford in 1994, Iain has spent time on the US Equities Team. Iain graduated with a MA in Accountancy from the University of Aberdeen and subsequently qualified as a Chartered Accountant.
Total return for Iain McCombie
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 : Iain McCombie

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
Iain McCombie 22.2 3.1 -29.8 25.2 18.6 9.8 -1.8 20.1 25.8 5.6
Peer Group Composite 20.6 2.5 -13.4 31.8 -3.3 7.8 -2.0 11.7 16.8 4.7
Over / Under 1.6 0.6 -16.4 -6.6 21.9 2.0 0.2 8.4 9.0 0.9
Performance vs peer group composite: Iain McCombie
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
6 years
out of a possible 7
 
Falling markets
UpDown
Outperformed peer group composite
2 years
out of a possible 3
Funds currently managed
Fund Sole/Co-managed Sector Periods
Baillie Gifford Managed Co-managed IA Mixed Investment 40-85% Shares since Nov 01 2012 to present
Baillie Gifford UK and Worldwide Equity Co-managed IA Unclassified since Sep 08 2017 to present
Baillie Gifford UK Equity Core Lead manager IA UK All Companies since Jan 17 2018 to present
Baillie Gifford UK Growth Trust Plc Co-managed IT UK All Companies since Jun 29 2018 to present
Funds managed previously
Fund Periods
Baillie Gifford UK Equity Alpha since Sep 01 2002 to Aug 31 2010
Baillie Gifford Sustainable Growth since Dec 07 2015 to Jun 29 2022
Baillie Gifford British Smaller Companies since Jun 01 2001 to Nov 11 2007
Baillie Gifford Worldwide Pan European since Mar 20 2013 to Dec 31 2018
Baillie Gifford Worldwide Sustainable Growth since Sep 04 2018 to Aug 16 2022
Baillie Gifford British ex Tobacco since Jan 01 2009 to fund close
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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