Home About Members Winners Methodology Contact Us

Mixed Asset

Baillie Gifford Managed

Management group

Baillie Gifford

Category

Mixed Asset

Related benchmark used

IA Mixed Investment 40-85% Shares sector

One-year total return outperformance (actual return)

15.3 (16.4)

Five-year total return outperformance (actual return)

45.3 (67.2)

Assets/Market capitalisation

£5bn

Name of manager(s)/management team(s)

Iain McCombie and Steven Hay

Start date of longest serving manager(s)/management team(s)

Nov-12

Liontrust Balanced

Management group

Liontrust

Category

Mixed Asset

Related benchmark used

IA Mixed Investment 40-85% Shares sector

One-year total return outperformance (actual return)

14.1 (15.2)

Five-year total return outperformance (actual return)

25.6 (47.5)

Assets/Market capitalisation

£432m

Name of manager(s)/management team(s)

Robin Geffen

Start date of longest serving manager(s)/management team(s)

Dec-98

Liontrust Sustainable Future Managed Growth

Management group

Liontrust

Category

Mixed Asset

Related benchmark used

IA Flexible Investment sector

One-year total return outperformance (actual return)

20.2 (21.6)

Five-year total return outperformance (actual return)

66.7 (88.8)

Assets/Market capitalisation

£342m

Name of manager(s)/management team(s)

Peter Michaelis and Simon Clements

Start date of longest serving manager(s)/management team(s)

Feb-01

Royal London Sustainable World

Management group

RLAM

Category

Mixed Asset

Related benchmark used

IA Mixed Investment 40-85% Shares sector

One-year total return outperformance (actual return)

19.1 (20.2)

Five-year total return outperformance (actual return)

66.6 (88.7)

Assets/Market capitalisation

£1.3bn

Name of manager(s)/management team(s)

Mike Fox

Start date of longest serving manager(s)/management team(s)

Sep-09

Troy Trojan

Management group

Troy Asset Management

Category

Mixed Asset

Related benchmark used

IA Flexible Investment sector

One-year total return outperformance (actual return)

7.9 (9.3)

Five-year total return outperformance (actual return)

10.7 (32.8)

Assets/Market capitalisation

£4.7bn

Name of manager(s)/management team(s)

Sebastian Lyon, Charlotte Yonge

Start date of longest serving manager(s)/management team(s)

May-01