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You are here: Manager factsheet

Andrew Herberts
Waystone Fund Services (UK) Li
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Manager profile
Andrew is an investment director in the US equities team, focusing on the North American industrial and utility sectors. He joined SWIP in 2002 as a North American investment manager. Previously, Andrew worked for Edinburgh Fund Managers as an investment analyst and, latterly, as lead fund manager of the US portion of global funds. Before joining EFM he was an army officer with the King's Own Scottish Borderers.Andrew studied at the University of Newcastle upon Tyne and holds a BA (Hons) in economics.
Total return for Andrew Herberts
Manager career performance
Discrete calendar year performance : Andrew Herberts

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
Andrew Herberts 10.4 17.4 2.7 -10.3 18.8 13.1 13.1 0.9 16.9 13.4
Peer Group Composite 9.8 15.2 2.7 -7.0 12.4 5.3 9.6 -0.7 11.5 10.3
Over / Under 0.6 2.2 0.0 -3.3 6.4 7.8 3.5 1.6 5.4 3.1
Performance vs peer group composite: Andrew Herberts
How a manager matches up against their peers gives you some idea of how talented they are. 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
9 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
1 year
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
8 years
out of a possible 8
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
Unity Co-managed IA Mixed Investment 40-85% Shares since May 12 2016 to present
Funds managed previously
Fund Periods
WS Adam Worldwide since May 01 2009 to Mar 31 2012
Scottish Widows American Growth since Jun 01 2005 to Nov 30 2005
Scottish Widows American Smaller Companies since Jun 01 2005 to Sep 30 2005
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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