Gerry Frewin

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Fund Performance

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Manager factsheet

Gerry Frewin
Threadneedle Investment Servic
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Manager profile

Gerry Frewin is Head of Retail, UK Real Estate at Columbia Threadneedle Investments. He took up this role in October 2020 and has overall responsibility for the investment performance and strategy of our UK retail property funds. He is also lead portfolio manager for the CT UK Property Authorised Investment Fund, which he has managed since 2015, as well as a range of institutional mandates. Gerry is well versed in Columbia Threadneedle’s real estate business, having worked for the company between 2002 and 2005. Thereafter, he gained further experience at Mayfair Capital and Kilmartin Property Group working across numerous real estate strategies. He started his career as a surveyor at Cardales and gained further investment experience at Smith Melzack and Edward Symmons and Partners. Gerry returned to Columbia Threadneedle in 2010.Gerry has a BSc (Hons) in Real Estate Valuation and Management from the University of the West of England and is also a member of the Royal Institution of Chartered Surveyors (RICS).

FOLLOW ON FUNDSWIRE

Annualised total return over 9.8 years

-1%

Cumulative performance (% growth)

	1 year	3 years	5 years	7 years	10 years
Gerry Frewin	2.6	5.7	-4.2	-10.1	-
Peer Group Composite	2.5	3.6	5.7	2.7	-
Over / Under	0.1	2.1	-9.9	-12.8	-

Total return for Gerry Frewin

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

76-112m

88-124m

100-136m

112-148m

48-84m

Discrete calendar year performance : Gerry Frewin

Discrete performance

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

Gerry Frewin	2.6	4.6	-1.6	-17.8	10.3	-6.0	-0.2	-3.7	6.1	-0.9
Peer Group Composite	2.5	3.3	-2.2	-7.6	10.5	-2.7	-0.1	3.3	6.7	1.5
Over / Under	0.1	1.3	0.6	-10.2	-0.2	-3.3	-0.1	-7.0	-0.6	-2.4

Performance vs peer group composite: Gerry Frewin

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