MoneyAM Fund Centre

Quick Stats

Fund Objective

The Fund aims to outperform (after deduction of costs) the MSCI ACWI Index, as stated in Sterling, by at least 2% per annum over rolling five-year periods.

Fund Managers

Malcolm MacColl

Malcolm graduated MA in Economics and History in 1998 and MLitt in Economics, Politics and Management in 1999 both from the University of St Andrews. He joined Baillie Gifford in 1999 and spent his graduate rotation in the UK Small Cap Team before joining the North American Team. Malcolm managed the North American portion of wider Global portfolios whilst in the North American Team. He has been a Global Alpha Investment Manager since the product’s inception in 2005 and this is now his sole portfolio responsibility. Malcolm is a member of the CFA Society of the UK. He became a Partner in 2011.

Charles Plowden

Since the inception of Global Alpha in 2005, Charles has been one of the three Investment Managers for the strategy. After becoming a Partner in 1988, he became Joint Senior Partner with overall responsibility for the investment departments in 2006. Charles is also Chair of the Strategic Leadership Group. He joined Baillie Gifford in 1983 and was an Investment Manager in the UK Equity Team for over 20 years notably developing Baillie Gifford’s specialist UK capabilities, and was latterly head of the team. Charles graduated BA in Modern History from the University of Oxford in 1983.

Spencer Adair

Spencer graduated from the University of St Andrews with a BSc in Medicine in 1997 followed by two years of clinical training in Edinburgh. He joined Baillie Gifford in 2000 and spent time working in the Fixed Income, Japanese, European and UK teams, before becoming an Investment Manager for the Global Alpha portfolio. Spencer managed the Investment Grade Long Bond Fund whilst being a Fixed Income Investment Manager and the European portion of wider Global portfolios whilst in the European Team. He has also spent time with our Emerging Markets Team. Spencer has been involved in the Global Alpha portfolio since inception in 2005 and has focused exclusively on this portfolio management responsibility since early 2007. He became a Partner in 2013.