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Manager factsheet
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Manager profile
Kate joined Baillie Gifford in 2002 and is an Investment Manager and decision maker in the Positive Change Team, as well as a Partner of the firm. She is a CFA Charterholder and graduated MA in Economics and Maths from the University of Edinburgh in 2001. Kate believes the financial community plays a crucial role in creating a more sustainable world for future generations. Kate’s experience analysing smaller companies has left her with a natural enthusiasm for businesses that address unmet needs or challenge the status quo, as well as an appreciation of their long-term potential.
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Kate Fox is a Trustnet FE fundinfo Alpha Manager who has maintained a consistently high alpha score over a proven track record in rising and falling markets.
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Annualised total return over 5.6 years |
+20.3% |
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1 year |
3 years |
5 years |
7 years |
10 years |
| Kate Fox |
-27.7 |
57.6 |
127.4 |
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Peer Group Composite
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-7.1 |
17.7 |
40.8 |
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| Over / Under |
-20.6 |
39.9 |
86.6 |
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Total return for Kate Fox
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Discrete calendar year performance : Kate Fox
Funds managed previously
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Periods |
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| 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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