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You are here: Manager factsheet

Philip Annen

Baillie Gifford
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FE Trustnet verdict
Overall, performing worse than the peer group composite. Over a long track record, the manager has underperformed the peer group more often than not. Poor stockpicking has had a material downward effect on results, which have not been particularly exposed to falling markets.
Manager profile
Phil graduated MSc in Physics from the University of Bern in 1997 and with an MSc in Financial Maths from the University of Edinburgh in 1998. He joined Baillie Gifford in 1999 and worked in the Risk Department before becoming a Fixed Income Investment Manager in 2002. He is a member the Rates and Currencies Team and has been managing the Global Bond Fund since 2006.
Total return for Philip Annen
 
Rolling Alpha Quartile: Discrete three year periods
Rolling Alpha Quartile shows a manager's alpha score in quartile terms, plotting his or her risk adjusted performance against all other managers in the UT & OEICs universe. The best managers are those who are consistently ranked in the first or second quartile.
 
Quartile 1
Quartile 2
Quartile 3
Quartile 4
 
 
 
 
 
0-36m
 
 
 
 
 
 
 
 
 
12-48m
 
 
 
 
 
 
 
 
 
24-60m
 
 
 
 
 
 
 
 
 
36-72m
 
 
 
 
 
 
 
 
 
48-84m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Philip Annen

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
Philip Annen 3.6 1.6 5.6 3.0 15.7 3.9 - - - -
Peer Group Composite 5.4 4.0 6.5 0.8 11.9 11.4 - - - -
Over / Under -1.8 -2.4 -0.9 2.2 3.8 -7.5 - - - -
Performance vs peer group composite: Philip Annen
How a manager matches up against his peers gives you some idea of how talented he is. 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
2 years
out of a possible 6
 
Overall markets
Up
Underperformed peer group composite
4 years
out of a possible 6
 
Rising markets
UpDown
Outperformed peer group composite
2 years
out of a possible 6
 
Falling markets
UpDown
Outperformed peer group composite
0 years
out of a possible 0
Funds currently managed
Fund Sole/Co-managed Sector Periods
Baillie Gifford Global Bond Lead manager UT Global Bonds since Jun 01 2006 to present
Baillie Gifford Active Index Linked Gilt Lead manager UT Specialist since Dec 01 2010 to present
Funds managed previously
Fund Periods
Baillie Gifford Emerging Markets Bond since Feb 01 2009 to May 01 2010