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You are here: Manager factsheet

Elliot Farley
Waystone Fund Services (UK) Li
pdfIcon Manager factsheet pdf    rss feed RSS Feed
Manager profile
A Warwick University mathematics graduate with over a decade of experience in the fund management industry. He has worked with the T. Bailey Funds since 2000 having previously been an ACA with Deloitte and is currently Joint Fund Manager.
Total return for Elliot Farley
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
 
 
 
 
 
 
 
 
 
85-121m
 
 
 
 
 
 
 
 
 
97-133m
 
 
 
 
 
 
 
 
 
109-145m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Elliot Farley

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
Elliot Farley 13.1 -2.7 -18.3 14.9 19.5 7.3 -1.8 21.6 12.5 9.1
Peer Group Composite 15.5 2.6 -9.9 18.1 12.8 12.2 2.2 15.1 17.4 3.9
Over / Under -2.4 -5.3 -8.4 -3.2 6.7 -4.9 -4.0 6.5 -4.9 5.2
Performance vs peer group composite: Elliot Farley
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
3 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
7 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
3 years
out of a possible 9
 
Falling markets
UpDown
Outperformed peer group composite
0 years
out of a possible 1
Funds currently managed
Fund Sole/Co-managed Sector Periods
WS T. Bailey Multi-Asset Dynamic Co-managed IA Mixed Investment 20-60% Shares since Aug 25 2010 to present
WS T. Bailey Global Thematic Equity Co-managed IA Global since Mar 29 2011 to present
WS T. Bailey UK Responsibly Invested Equity Co-managed IA UK All Companies since Feb 14 2022 to present
WS T. Bailey Multi-Asset Growth Co-managed IA Mixed Investment 40-85% Shares since Feb 21 2022 to present
Funds managed previously
Fund Periods
T. Bailey Defensive since Jul 20 2010 to fund close
WS T. Bailey Multi-Asset Dynamic since Jan 01 2009 to Aug 24 2010
T. Bailey Growth LITE since Mar 29 2011 to fund close
T. Bailey Equity Income since Jan 01 2009 to Jun 30 2010
WS T. Bailey Global Thematic Equity since Jan 01 2009 to Jun 30 2010
T. Bailey UK Best Ideas since Jan 01 2009 to fund close
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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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