PLEASE TELL US A LITTLE ABOUT YOURSELF SO THAT WE CAN DISPLAY THE MOST
APPROPRIATE CONTENT TO YOU:

This site uses cookies. Some of the cookies are essential for parts of the site to operate and have already been set. You may delete and block all cookies from this site, but if you do, parts of the site may not work. To find out more about cookies used on Trustnet and how you can manage them, see our Privacy and Cookie Policy.

By clicking "I Agree" below, you acknowledge that you accept our Privacy Policy and Terms of Use.

For more information Click here

Login

Password Reminder
Not Registered? Click Here

Register

Register
It's look like you're leaving us

What would you like us to do with the funds you've selected

Show me all my options Forget them Save them
Customise this table
You are here: Manager factsheet

Malcolm Schembri
EPIC Markets (UK) LLP
pdfIcon Manager factsheet pdf    rss feed RSS Feed
Manager profile
Malcolm is the lead Fund Manager of EPIC Global Equity Fund and co-manager of VT EPIC Asian Centric Global Growth Fund. With an investment career spanning over 10 years, he is an accomplished equity fund manager with a strong track record in both Global and UK fund mandates. Prior to joining EPIC, Malcolm was the lead fund manager of TM Global Equity Fund, a UK-focussed global equity mandate, and of TM Innovation Fund, a mid-to-small cap UK equity fund. He obtained a Bachelor of Commerce degree in Management and Banking & Finance and a Master of Business Administration degree from the University of Malta in 2005. He is a CFA Charterholder.
Total return for Malcolm Schembri
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
 
 
 
 
 
54-90m
 
 
 
 
 
 
 
 
 
66-102m
 
 
 
 
 
 
 
 
 
24-60m
 
 
 
 
 
 
 
 
 
36-72m
 
 
 
 
 
 
 
 
 
48-84m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Malcolm Schembri

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
Malcolm Schembri 13.2 -4.8 -12.0 26.6 -3.3 - - - - -
Peer Group Composite 7.7 0.9 0.3 27.5 -6.2 - - - - -
Over / Under 5.5 -5.7 -12.3 -0.9 2.9 - - - - -
Performance vs peer group composite: Malcolm Schembri
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
2 years
out of a possible 5
 
Overall markets
Up
Underperformed peer group composite
3 years
out of a possible 5
 
Rising markets
UpDown
Outperformed peer group composite
1 year
out of a possible 4
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 1
Funds currently managed
Fund Sole/Co-managed Sector Periods
EPIC Global Equity Lead manager FO Equity - International since Nov 10 2017 to present
VT EPIC Asian Centric Global Growth Co-managed IA Unclassified since Jul 19 2019 to present
Funds managed previously
Fund Periods
VT EPIC UK Equity Market since Apr 30 2020 to fund close
News & Research: Related articles sector Sector fund Fund group Group manager Manager
Group The balanced and adventurous funds that keep delivering the most bang for your buck By Matteo Anelli  22-Apr-2024
Sector Funds to hold alongside Fundsmith Equity By Emma Wallis  19-Apr-2024
Group The cautious funds that keep delivering the most bang for your buck By Matteo Anelli  15-Apr-2024
Sector This couple left £60,000 in cash for three years: Here’s how they should invest it By Emma Wallis  26-Mar-2024
Group The balanced funds that have ticked (just about) all the boxes since 2021 By Gary Jackson  06-Mar-2024
Sector Bonds and equities couples therapy: The perfect pairings to make it work By Matteo Anelli  14-Feb-2024
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.

LATEST :

Five reasons to keep hold of your defensive funds

13:00 | Monday, January 20, 2014

Close

You are currently using an old browser which will not be supported by Trustnet after 31/07/2016. To ensure you benefit from all features on the site, please update your browser.   Close

© Trustnet Limited 2024. All Rights Reserved.
Please read our Terms of Use / Disclaimer and Privacy and Cookie Policy.
Data supplied in conjunction with Refinitiv and London Stock Exchange Plc