PLEASE TELL US A LITTLE ABOUT YOURSELF SO THAT WE CAN DISPLAY THE MOST
APPROPRIATE CONTENT TO YOU:

This site uses cookies. Some of the cookies are essential for parts of the site to operate and have already been set. You may delete and block all cookies from this site, but if you do, parts of the site may not work. To find out more about cookies used on Trustnet and how you can manage them, see our Privacy and Cookie Policy.

By clicking "I Agree" below, you acknowledge that you accept our Privacy Policy and Terms of Use.

For more information Click here

Login

Password Reminder
Not Registered? Click Here

Register

Register
It's look like you're leaving us

What would you like us to do with the funds you've selected

Show me all my options Forget them Save them
Customise this table
You are here: Manager factsheet

Charlotte Yonge
Troy Asset Management Ltd, Personal Assets
pdfIcon Manager factsheet pdf    rss feed RSS Feed
Manager profile
Charlotte is the Assistant Fund Manager of the Trojan Fund and Fund Manager of the Trojan Ethical Fund, with responsibility for multi-asset coverage and the analysis of global companies and their selection for Troy’s portfolios. Charlotte joined Troy in 2013 from Ruffer Investment Management, where she worked as an Investment Associate. Graduating from Cambridge with an MA in Modern Languages, Charlotte holds the CISI Diploma and is a CFA Charterholder.
Total return for Charlotte Yonge
Manager career performance
Rolling Alpha Quartile: Discrete three year periods
Rolling Alpha Quartile shows a manager's alpha score in quartile terms, plotting his or her risk adjusted performance against all other managers in the UT & OEICs universe. The best managers are those who are consistently ranked in the first or second quartile.
 
Quartile 1
Quartile 2
Quartile 3
Quartile 4
 
 
 
 
 
61-97m
 
 
 
 
 
 
 
 
 
73-109m
 
 
 
 
 
 
 
 
 
24-60m
 
 
 
 
 
 
 
 
 
36-72m
 
 
 
 
 
 
 
 
 
48-84m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Charlotte Yonge

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
Charlotte Yonge 8.9 2.7 -5.0 8.8 9.1 5.0 -0.8 5.8 13.4 2.2
Peer Group Composite 12.9 0.9 -6.3 10.3 4.5 7.9 -1.0 10.1 9.4 2.0
Over / Under -4.0 1.8 1.3 -1.5 4.6 -2.9 0.2 -4.3 4.0 0.2
Performance vs peer group composite: Charlotte Yonge
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
6 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
4 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
4 years
out of a possible 8
 
Falling markets
UpDown
Outperformed peer group composite
2 years
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
Crystal Co-managed (deputy) IA Unclassified since Feb 25 2013 to present
Trojan Co-managed (deputy) IA Flexible Investment since Feb 25 2013 to present
Trojan Ethical Lead manager IA Flexible Investment since Mar 22 2019 to present
Personal Assets Trust plc Co-managed (deputy) IT Flexible Investment since May 01 2020 to present
Trojan Ethical Ireland Lead manager FO Mixed Asset - Flexible since Oct 07 2020 to present
Funds managed previously
Fund Periods
No previously managed funds
News & Research: Related articles sector Sector fund Fund group Group manager Manager
Sector Trump and Brexit: Potential benefits the world is underestimating By Matteo Anelli  16-Dec-2024
Sector Capital Gearing’s Spiller is bracing for a market crash By Emma Wallis  03-Dec-2024
Fund ‘Gold isn’t for everyone’: Safe haven can be more volatile than expected By Gary Jackson  14-Nov-2024
Group Two-fund portfolios: The equity/bond approach By Matteo Anelli  06-Nov-2024
Fund Four mixed-asset funds to anchor your portfolio By Emma Wallis  04-Nov-2024
Sector The best and worst funds in October By Gary Jackson  01-Nov-2024
Group Smoking hot: Why fund managers are lighting up tobacco stocks By Matteo Anelli  31-Oct-2024
Group How Trustnet’s fund picks can beat the MSCI World by the end of 2024 By Jonathan Jones  25-Oct-2024
Sector The cheapest and most expensive investment trusts out there By Emma Wallis  09-Oct-2024
Fund Absolute return fund battle: Aviva vs Janus Henderson By Matteo Anelli  09-Oct-2024
Sector Alternative income trusts to own for a recovery or a wind-down By Emma Wallis  08-Oct-2024
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.

LATEST :

Five reasons to keep hold of your defensive funds

13:00 | Monday, January 20, 2014

Close

You are currently using an old browser which will not be supported by Trustnet after 31/07/2016. To ensure you benefit from all features on the site, please update your browser.   Close

© Trustnet Limited 2024. All Rights Reserved.
Please read our Terms of Use / Disclaimer and Privacy and Cookie Policy.
Data supplied in conjunction with Refinitiv and London Stock Exchange Plc