Karen See

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Fund Performance

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Manager factsheet

Karen See
Baillie Gifford & Co Ltd
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Manager profile

Karen is an investment manager in the Japanese Equities Team. She is a co-manager of the Japanese Income Growth Fund. She joined Baillie Gifford in 2012. Karen graduated BSc (Hons) in Economics with Japanese from the University of Birmingham in 2011 and is a CFA Charterholder.

FOLLOW ON FUNDSWIRE

Annualised total return over 8 years

+4.7%

Cumulative performance (% growth)

	1 year	3 years	5 years	7 years	10 years
Karen See	10.0	-0.4	9.1	23.0	-
Peer Group Composite	13.2	12.4	28.4	34.2	-
Over / Under	-3.2	-12.8	-19.3	-11.2	-

Total return for Karen See

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

61-97m

73-109m

85-121m

36-72m

48-84m

Discrete calendar year performance : Karen See

Discrete performance

	0-12m	12-24m	24-36m	36-48m	48-60m	60-72m	72-84m	84-96m	96-108m	108-120m

Karen See	10.0	-2.4	-7.3	0.9	8.3	7.2	5.1	17.2	-	-
Peer Group Composite	13.2	6.5	-6.8	4.5	8.6	7.2	-2.5	16.5	-	-
Over / Under	-3.2	-8.9	-0.5	-3.6	-0.3	0.0	7.6	0.7	-	-

Performance vs peer group composite: Karen See

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