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You are here: Manager factsheet

Ross Mathison
Baillie Gifford & Co Ltd, Baillie Gifford Worldwide Fund
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Manager profile
Ross joined Baillie Gifford in 2019 as an investment manager in the Global Income Growth Team and became Deputy Manager of The Scottish American Investment Company PLC (SAINTS) in August 2023. Previously, he spent a year at Aviva Investors and prior to that nine years at Standard Life Investments as an investment manager, first in the European Equity Team and latterly in the Global Equity Team. Ross is a CFA Charterholder and graduated MA (Hons) in Business and Finance from Heriot-Watt University in 2008. He also sits on the board of directors at Aberlour, a Scottish children’s charity.
Total return for Ross Mathison
Manager career performance
Discrete calendar year performance : Ross Mathison

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
Ross Mathison 10.8 6.1 -4.4 - - - - - - -
Peer Group Composite 18.9 3.7 -3.4 - - - - - - -
Over / Under -8.1 2.4 -1.0 - - - - - - -
Performance vs peer group composite: Ross Mathison
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
1 year
out of a possible 3
 
Overall markets
Up
Underperformed peer group composite
2 years
out of a possible 3
 
Rising markets
UpDown
Outperformed peer group composite
1 year
out of a possible 2
 
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 Global Income Growth Co-managed UT Global Equity Income since Jan 01 2022 to present
Baillie Gifford Responsible Global Equity Income Co-managed UT Global Equity Income since Jan 01 2022 to present
Baillie Gifford Worldwide Global Dividend Growth Co-managed FO Equity - International since Jan 01 2022 to present
Baillie Gifford Worldwide Responsible Global Dividend Growth Co-managed FO Equity - Ethical since Jan 01 2022 to present
The Scottish American Investment Company P.L.C. Co-managed (deputy) IT Global Equity Income since Aug 01 2023 to present
Funds managed previously
Fund Periods
No previously managed funds
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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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