In its 2013 class of alpha managers, 177 ranked among the best 10% of all unit trust, Oeic and investment trust managers in the UK.
Among this total, FE said 45 managers had achieved an alpha manager rating each year since they were launched in 2009, so for five consecutive years.
The investment fund ratings and analysis provider scored managers on three components: risk-adjusted alpha; outperformance of their benchmark; and the consistency of outperformance or underperformance in all market conditions.
Each manager is judged on their track records from 1 January 2000 to 31 December 2012, regardless of the number of investment houses they have worked for.
The ratings firm gives extra weighting to managers with lengthy track records, which means they have experienced a variety of different market conditions. They must have a minimum track record of 36 months to be rated.
Matt Surfleet, commercial director at FE, said: “FE Alpha Managers represent an elite group of investment professionals who have been able to demonstrate consistent returns across their careers. We congratulate these 177 managers who have achieved this accolade. In particular, those managers who have enjoyed the title of FE Alpha Manager for five years running show a rare talent for being able to generate results on behalf of their investors through some of the most challenging markets in memory.”
The 45 managers to gain alpha status in each of the five years were:
|
Algy Smith-Maxwell |
Jupiter Unit Trust Mgrs Ltd |
|
Andrew C. Green |
GAM Sterling Management Ltd |
|
Andy Brough |
Schroder UT Managers |
|
Angus Tulloch |
First State Investments UK Ltd |
|
Barry Norris |
Argonaut Capital |
|
Ben Russon |
Newton & BNY Mellon Asset Mgmt |
|
Bill Mott |
PSigma Unit Trust Managers Ltd |
|
Crispin Odey |
Odey Asset Management |
|
Daniel Nickols |
Old Mutual Fund Managers Oeic |
|
David Dudding |
Threadneedle Inv Services Ltd |
|
Giles Hargreave |
Marlborough Fund Managers |
|
Gordon Grender |
GAM Sterling Management Ltd |
|
Graham French |
M&G UK |
|
Harry Nimmo |
Standard Life Investments |
|
Iain Stewart |
Newton & BNY Mellon Asset Mgmt |
|
Ian Spreadbury |
Fidelity (FIL Investment Intl) |
|
Jan Luthman |
Liontrust Fund Partners LLP |
|
Jenny Jones |
Schroder UT Managers |
|
John Chatfeild-Roberts |
Jupiter Unit Trust Mgrs Ltd |
|
John Wood |
JO Hambro Capital Management |
|
Julian Lewis |
Cavendish Asset Management |
|
Kevin Adams |
Henderson Global Investors Ltd |
|
Leigh Himsworth |
City Financial |
|
Leon Howard-Spink |
Schroder UT Managers |
|
Mark Hall |
Franklin Templeton Funds (UK) |
|
Mark Slater |
MFM |
|
Martin Gray |
Miton |
|
Martin Lau |
First State Investments UK Ltd |
|
Mick Brewis |
Baillie Gifford |
|
Nathan Gibbs |
Schroder UT Managers |
|
Neil Woodford |
Invesco Perpetual Fund Mgrs |
|
Peter Lawery |
Jupiter Unit Trust Mgrs Ltd |
|
Philip Dicken |
Threadneedle Inv Services Ltd |
|
Philip Gibbs |
Jupiter Unit Trust Mgrs Ltd |
|
Richard Pease |
Henderson Global Investors Ltd |
|
Richard Plackett |
BlackRock |
|
Richard Smith |
Invesco Perpetual Fund Mgrs |
|
Richard Woolnough |
M&G UK |
|
Rob Burnett |
Neptune Investment Management |
|
Rob Hepworth |
Ecclesiastical Investment Mgmt |
|
Robin Geffen |
Neptune Investment Management |
|
Stephen Bailey |
Liontrust Fund Partners LLP |
|
Toby Ricketts |
Margetts Fund Management |
|
Tom Dobell |
M&G UK |
|
Victor Wood |
McInroy & Wood Portfolios Ltd |
An additional eight managers have been alpha-ranked in each of the past four years, FE added.
