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You are here: Manager factsheet

Giles Parkinson
Close Brothers AM
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Manager profile
Giles joined Close Brothers Asset Management in 2021 as a Senior Fund Manager, Global Funds. He started his investment career in 2006. Giles has an MPhil from Cambridge University, a Certificate in ESG Investing, and is a CFA charterholder.
Total return for Giles Parkinson
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
 
 
 
 
 
53-89m
 
 
 
 
 
 
 
 
 
65-101m
 
 
 
 
 
 
 
 
 
77-113m
 
 
 
 
 
 
 
 
 
36-72m
 
 
 
 
 
 
 
 
 
48-84m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Giles Parkinson

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
Giles Parkinson 13.0 -7.2 8.8 33.6 2.8 14.6 -2.8 - - -
Peer Group Composite 10.8 -4.4 7.1 39.3 -5.3 8.7 2.9 - - -
Over / Under 2.2 -2.8 1.7 -5.7 8.1 5.9 -5.7 - - -
Performance vs peer group composite: Giles Parkinson
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 7
 
Overall markets
Up
Underperformed peer group composite
3 years
out of a possible 7
 
Rising markets
UpDown
Outperformed peer group composite
3 years
out of a possible 5
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
Close Balanced Portfolio Co-managed IA Mixed Investment 40-85% Shares since Nov 08 2021 to present
Close Conservative Portfolio Co-managed IA Mixed Investment 20-60% Shares since Nov 08 2021 to present
Close Growth Portfolio Co-managed IA Flexible Investment since Nov 08 2021 to present
Close Sustainable Balanced Portfolio Co-managed IA Mixed Investment 40-85% Shares since Nov 08 2021 to present
Close Select Global Equity Co-managed IA Global since Jun 30 2023 to present
Funds managed previously
Fund Periods
Aviva Investors Global Equity Endurance since Nov 21 2016 to Jul 31 2021
Aviva Inv Global Equity Endurance since Dec 19 2017 to Aug 31 2021
Aviva Inv Global Equity Unconstrained since Jul 01 2021 to Aug 31 2021
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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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