Baillie Gifford knocks Morgan Stanley off top spot in FundCalibre's index

Seventh annual Fund Management Equity Index

Anna Fedorova
clock • 2 min read

Baillie Gifford has overtaken Morgan Stanley for the first time to claim the top spot in FundCalibre's Fund Management Equity Index, which ranks the best equity franchises.

A three-time winner, Morgan Stanley has been pushed into second place by Baillie Gifford, whose average fund returned 82.2% more than its peers over five years to 31 December 2020 - the highest five-year outperformance in the history of the survey. One of the top contributors to this outperformance was the Baillie Gifford American fund, which returned 121.8% in 2020 alone, making it the best performing vehicle during the year and outperforming its average peer by 105.7%. Four other funds by the group also beat their sector averages by 50% or more. Other new additions to the top ten li...

To continue reading this article...

Join Professional Adviser

  • Unlimited access to real-time news, industry insights and market intelligence.
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters.
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection.
  • Members-only access to the editor’s weekly Friday commentary
  • 
 Be the first to hear about our events and awards programmes.

Join

 

Already a Professional Adviser member?

Login

More on Investment

COP27: Ten things we have learnt from the Egypt summit

COP27: Ten things we have learnt from the Egypt summit

A look at some of the key lessons for businesses from COP27

James Murray
clock 30 November 2022 • 20 min read
Greenwashing — the key differences between FCA and EU regulation

Greenwashing — the key differences between FCA and EU regulation

A look at how the UK is setting itself apart from Europe

Greg Hotaling
clock 28 November 2022 • 4 min read
Client decisions around investment 'surprise' wealth managers often

Client decisions around investment 'surprise' wealth managers often

Oxford Risk study looks at clients' psychological profiles

Valeria Martinez
clock 28 November 2022 • 1 min read