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

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Can anything derail the Baillie Gifford performance train?

Can anything derail the Baillie Gifford train? After long-term solid outperformance 27 Investment trends tend to follow cycles. The same can be said when it comes to the fortunes of fund houses. In recent years, investors have seen the likes of Fidelity, Invesco and M&G all become go-to groups amid strong performance and the work of “star” managers like Antony Bolton, Neil Woodford and Richard Woolnough. Investors may be understandably weary to back the winning horse, particularly after such a long period of coming first. The past few years have seen funds previously touted as “the” funds in which to be invested drop masses in terms of size. Take Woodford Investment Management’s fall from grace in 2019, and Aberdeen Standard Investment’s Global Absolute Return Strategies fund (otherwise known as Gars) has plummeted from more than £20bn this time three years ago, to just shy of £3bn today.

The US Funds That Beat the Market

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What are the best ISA investments in January 2021?

Source: Lipper/Moneyfacts Note: The table above is ordered by the best performance 1 January 2021 over the past 12 months. Funds may be available on other platforms not listed, through a stockbroking service or financial adviser. This month four of the best performing investment ISAs over 12-months from our November review have remained in the top five. The LF Ruffer Gold Account has left this top five and is now the ninth best performing ISA investment fund. The top five has included at least one gold-based investment ISA since March last year when the pandemic started in the UK. LF Ruffer is now the last one to leave the top five.

Investegate |Baillie Gifford US Announcements | Baillie Gifford US: Half-year Report

Legal Entity Identifier: 213800UMIOUWXZPKE539     During the six months to 30 November 2020, the Company s share price and NAV (after deducting borrowings at fair value) returned 50.8 per cent. and 53.8 per cent. respectively. This compares with a total return of 11.1 per cent. for the S&P 500 Index (in sterling terms).   ¾ Moderna, held in the Company since 2018, is one of the biotechnology companies which has been at the forefront of coronavirus vaccine development. ¾ In the energy sector, there s been an acceleration in the shift towards electric vehicles. ¾ SpaceX, a private company investment, has been innovating at a breath-taking pace. ¾ We are optimistic about what the future holds. The pace of innovation is speeding up and spreading out. This ought to be a fruitful environment for growth investors.

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