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You are here: Manager factsheet

Julian Fosh

 FE fundinfo Alpha Manager
Liontrust, Liontrust Global Funds plc
pdfIcon Manager factsheet pdf    rss feed RSS Feed
Manager profile
Julian Fosh joined Liontrust in 2008 from Saracen Fund Managers Ltd to co-manage the Liontrust UK Growth, Special Situations and UK Smaller Companies Funds with Anthony Cross and to develop the Liontrust Economic Advantage process. From 2004 to 2008, Julian was the co-manager of Saracen Growth Fund. Before this, Julian headed the investment department at Scottish Friendly Assurance Society Limited where he managed a range of funds including UK equity OEICs, life and pension funds. In a career that started in 1984, Julian has also worked at Britannia Investment Managers and Scottish Amicable. Julian graduated in 1984 from Merton College Oxford with an MA in Jurisprudence.
Total return for Julian Fosh
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 : Julian Fosh

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
Julian Fosh 9.2 -3.8 -6.5 22.0 2.1 12.7 4.1 20.6 10.4 13.4
Peer Group Composite 14.2 -1.7 -9.3 20.1 -2.1 11.3 -4.3 19.8 5.7 6.8
Over / Under -5.0 -2.1 2.8 1.9 4.2 1.4 8.4 0.8 4.7 6.6
Performance vs peer group composite: Julian Fosh
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
8 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
2 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
5 years
out of a possible 6
 
Falling markets
UpDown
Outperformed peer group composite
3 years
out of a possible 4
Funds currently managed
Fund Sole/Co-managed Sector Periods
Liontrust Special Situations Co-managed IA UK All Companies since Jun 02 2008 to present
Liontrust UK Smaller Companies Co-managed IA UK Smaller Companies since Jun 02 2008 to present
Liontrust UK Growth Co-managed IA UK All Companies since Mar 25 2009 to present
Liontrust GF Special Situations Co-managed FO Equity - UK since Nov 08 2012 to present
Liontrust GF UK Growth Co-managed FO Equity - UK since Sep 03 2014 to present
Liontrust UK Micro Cap Co-managed IA UK Smaller Companies since Mar 09 2016 to present
Funds managed previously
Fund Periods
WS Saracen UK Alpha since Jun 01 2004 to Jan 31 2008
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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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