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You are here: Manager factsheet

Euan Macdonald
Aberforth Unit Trust Mgrs Ltd, Aberforth Partners
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Manager profile
Euan joined Aberforth in May 2001 and became a Partner in May 2004. He is responsible for the following sectors - Alternative Energy; Automobiles and Parts; Consumer Services; Industrial Engineering; Leisure Goods; Life Insurance; Mortgage Real Estate Investment Trusts; Non-life Insurance; Real Estate Investment and Services; Real Estate Investment Trusts; and Telecommunications Service Providers.
Total return for Euan Macdonald
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
 
 
 
 
 
60-96m
 
 
 
 
 
 
 
 
 
72-108m
 
 
 
 
 
 
 
 
 
84-120m
 
 
 
 
 
 
 
 
 
96-132m
 
 
 
 
 
 
 
 
 
108-144m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Euan Macdonald

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
Euan Macdonald 16.0 3.4 -11.9 49.1 -15.7 6.9 -3.2 32.8 -4.4 16.8
Peer Group Composite 23.5 -1.1 -28.3 57.2 -4.7 2.7 -1.5 27.8 5.3 19.5
Over / Under -7.5 4.5 16.4 -8.1 -11.0 4.2 -1.7 5.0 -9.7 -2.7
Performance vs peer group composite: Euan Macdonald
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
4 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
6 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
2 years
out of a possible 6
 
Falling markets
UpDown
Outperformed peer group composite
2 years
out of a possible 4
Funds currently managed
Fund Sole/Co-managed Sector Periods
Aberforth UK Small Companies Co-managed IA UK Smaller Companies since May 01 2001 to present
Aberforth Smaller Companies Trust plc Co-managed IT UK Smaller Companies since May 14 2001 to present
Aberforth Geared Value & Income Trust PLC Co-managed IT UK Smaller Companies since Jul 01 2024 to present
Funds managed previously
Fund Periods
Aberforth Geared Capital & Income Trust Plc since Dec 18 2001 to fund close
Aberforth Geared Income Trust Plc since Apr 29 2010 to fund close
Aberforth Split Level Income Trust PLC since Jul 03 2017 to Jun 24 2024
Baillie Gifford Global Discovery since Sep 01 1999 to Mar 31 2001
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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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