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You are here: Manager factsheet

Mark Urquhart

 FE fundinfo Alpha Manager
Baillie Gifford Worldwide Fund, Baillie Gifford & Co Ltd
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Manager profile
Mark is an investment manager who joined Baillie Gifford in 1996. He is head of the Long Term Global Growth Team, which he co-founded in 2003. He has previously worked in the US, UK and Japanese Equity teams. He became a partner in 2004. Mark graduated BA in Philosophy, Politics and Economics from the University of Oxford in 1992 and spent a year at Harvard as a Kennedy Scholar in 1993 before completing a PhD in Politics at the University of Edinburgh in 1996.
Total return for Mark Urquhart
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
 
 
 
 
 
61-97m
 
 
 
 
 
 
 
 
 
73-109m
 
 
 
 
 
 
 
 
 
85-121m
 
 
 
 
 
 
 
 
 
97-133m
 
 
 
 
 
 
 
 
 
109-145m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Mark Urquhart

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
Mark Urquhart 36.8 17.7 -41.8 18.2 83.7 19.3 10.6 37.2 16.9 16.3
Peer Group Composite 19.7 4.4 -6.7 11.4 23.8 8.0 2.2 15.0 17.4 3.0
Over / Under 17.1 13.3 -35.1 6.8 59.9 11.3 8.4 22.2 -0.5 13.3
Performance vs peer group composite: Mark Urquhart
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
8 years
out of a possible 9
 
Falling markets
UpDown
Outperformed peer group composite
0 years
out of a possible 1
Funds currently managed
Fund Sole/Co-managed Sector Periods
Baillie Gifford Worldwide Long Term Global Growth Co-managed FO Equity - International since Aug 10 2016 to present
Baillie Gifford Long Term Global Growth Investment Co-managed IA Global since Apr 10 2017 to present
Funds managed previously
Fund Periods
Baillie Gifford Long Term Global Growth since Jul 12 2005 to fund close
Edinburgh Worldwide IT PLC since Nov 01 2003 to Jan 26 2014
Baillie Gifford Japanese Smaller Companies since Sep 01 2000 to Aug 31 2003
Baillie Gifford Worldwide China A Shares Growth since Feb 25 2019 to Jan 20 2022
Baillie Gifford Shin Nippon PLC since May 01 2001 to Sep 30 2003
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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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