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Manager factsheet
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Manager profile
Algernon sits on the Board of Waverton Investment Management as Managing Director and is a member of the firm's Asset Allocation Committee. Having in the past been manager of the Waverton Portfolio Fund and the Waverton Multi-Asset Growth Fund, he is a member of Waverton's Multi-Asset Team and remains involved as a secondary manager of those funds. Algernon also previously ran a number of direct client portfolios and continues to support the Private Client team. Algernon graduated from Christ Church, Oxford with a degree in History and is an Associate of the Chartered Institute for Securities & Investment (CISI). He joined Waverton in 2003, having previously worked for nine years in the Private Client department of Mercury Asset Management (later Merrill Lynch Investment Managers).
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Annualised total return over 15.9 years |
+8.8% |
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1 year |
3 years |
5 years |
7 years |
10 years |
| Algernon Percy |
13.6 |
43.9 |
59.8 |
84.8 |
143.2 |
Peer Group Composite
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13.1 |
35.3 |
42.6 |
53.8 |
87.6 |
| Over / Under |
0.5 |
8.6 |
17.2 |
31.0 |
55.6 |
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Total return for Algernon Percy
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Discrete calendar year performance : Algernon Percy
Data provided by FE fundinfo. Care has been taken to ensure that the information is correct, but FE fundinfo neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.
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