Justin Oliver

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Justin Oliver
Canaccord Genuity Wealth Mgmnt
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Manager profile

Justin is an Investment Director at Collins Stewart. Prior to joining Collins Stewart in December 2000, he spent 6 years at Kleinwort Benson where he established the group's multi-manager investment service. Justin is Deputy Chairman of Collins Stewart Wealth Management's asset allocation and fund selection committees and is co-manager of a number of the group's Select range of multi-manager, multi-asset funds, in addition to a number of private client and institutional portfolios. Justin is a Chartered Fellow of the Chartered Institute for Securities and Investment and is President of the Guernsey Branch.

FOLLOW ON FUNDSWIRE

Annualised total return over 16.6 years

+6.3%

Cumulative performance (% growth)

	1 year	3 years	5 years	7 years	10 years
Justin Oliver	-0.6	4.9	27.2	29.4	47.3
Peer Group Composite	2.2	7.3	29.3	27.5	48.9
Over / Under	-2.8	-2.4	-2.1	1.9	-1.6

Total return for Justin Oliver

Discrete calendar year performance : Justin Oliver

Discrete performance

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

Justin Oliver	-0.6	8.0	-2.2	5.0	15.5	-3.6	5.9	-1.1	20.9	-4.7
Peer Group Composite	2.2	7.5	-2.3	3.0	17.0	-4.4	3.1	0.1	19.6	-2.4
Over / Under	-2.8	0.5	0.1	2.0	-1.5	0.8	2.8	-1.2	1.3	-2.3

Performance vs peer group composite: Justin Oliver

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

6 years

out of a possible 10

Overall markets

Underperformed peer group composite

4 years

out of a possible 10

Rising markets

Outperformed peer group composite

4 years

out of a possible 7

Falling markets

Outperformed peer group composite

2 years

out of a possible 3

Funds currently managed

Fund	Sole/Co-managed	Sector	Periods

Canaccord Genuity Balanced	Co-managed	FO Mixed Asset - Balanced	since Sep 26 2008 to present
Canaccord Genuity Growth	Co-managed	FO Mixed Asset - Aggressive	since Sep 26 2008 to present
Canaccord Genuity Cautious	Co-managed	FO Mixed Asset - Cautious	since Feb 01 2014 to present

Funds managed previously

Fund	Periods

CGWM Select Affinity	since Sep 26 2008 to fund close
CGWM Select Diversity	since Sep 26 2008 to fund close
Canaccord Genuity Opportunity	since Sep 26 2008 to Dec 31 2017
CGWM Select Opportunity	since Sep 26 2008 to Dec 31 2017
Premier Miton Liberation VII	since Oct 01 2010 to Dec 18 2012
Canaccord Genuity Opportunity	since Mar 01 2018 to Mar 31 2018
CGWM Select Opportunity	since Mar 01 2018 to Mar 31 2018