Genevra Banszky von Ambroz

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Manager factsheet

Genevra Banszky von Ambroz
Evelyn Partners Fund Solutions
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Manager profile

Genevra has been a member of Smith & Williamson’s Multi Manager team since January 2010, covering both open and closed-ended vehicles. She is a member of the firm’s Managed Portfolio Service Investment Committee, co-ordinates Smith & Williamson’s investment trust preferred lists, alongside James Burns, and is responsible for the infrastructure funds preferred list. Genevra is a chartered member of the Chartered Institute of Securities & Investment and is a CAIA Charter holder. She graduated from Durham University in 2007 with a BA (Hons) in Politics.

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Annualised total return over 11.1 years

+5%

Cumulative performance (% growth)

	1 year	3 years	5 years	7 years	10 years
Genevra Banszky von Ambroz	9.7	5.9	21.9	29.9	61.9
Peer Group Composite	9.6	10.9	26.7	33.7	64.8
Over / Under	0.1	-5.0	-4.8	-3.8	-2.9

Total return for Genevra Banszky von Ambroz

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

62-98m

74-110m

86-122m

98-134m

110-146m

Discrete calendar year performance : Genevra Banszky von Ambroz

Discrete performance

	0-12m	12-24m	24-36m	36-48m	48-60m	60-72m	72-84m	84-96m	96-108m	108-120m

Genevra Banszky von Ambroz	9.7	4.5	-8.3	11.9	2.9	10.1	-3.2	10.5	11.3	1.2
Peer Group Composite	9.6	6.2	-4.7	7.8	6.0	10.2	-4.3	7.1	13.1	1.9
Over / Under	0.1	-1.7	-3.6	4.1	-3.1	-0.1	1.1	3.4	-1.8	-0.7

Performance vs peer group composite: Genevra Banszky von Ambroz

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

Outperformed peer group composite

4 years

out of a possible 10

Overall markets

Underperformed peer group composite

6 years

out of a possible 10

Rising markets

Outperformed peer group composite

3 years

out of a possible 8

Falling markets

Outperformed peer group composite

1 year

out of a possible 2

Funds currently managed

Fund	Sole/Co-managed	Sector	Periods

Evelyn MM Global Investment	Co-managed (deputy)	IA Flexible Investment	since Jan 01 2014 to present
Evelyn MM Endurance Balanced	Co-managed (deputy)	IA Mixed Investment 40-85% Shares	since Sep 25 2014 to present