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
