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 for free

  • 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

NextWealth MD Hopkins on staying ahead of advice sector changes, data challenges and flattening MPS fees

NextWealth MD Hopkins on staying ahead of advice sector changes, data challenges and flattening MPS fees

Making technology work better

Katrina Lloyd
clock 03 July 2025 • 9 min read
IFAs look to boost clients' private markets exposure

IFAs look to boost clients' private markets exposure

Expect increase in stock market volatility

Jen Frost
clock 02 July 2025 • 2 min read
Winds of change: Private markets access for retail investors

Winds of change: Private markets access for retail investors

Investing in LTAFs, accessibility aside, needs careful consideration

Dorian Hughes
clock 02 July 2025 • 5 min read