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

Matt Evans
Ninety One Fund Managers UK Li
pdfIcon Manager factsheet pdf    rss feed RSS Feed
Manager profile
Matt is a portfolio manager at Ninety One, with a focus on UK Smaller Companies within the Quality team. Matt is based in the London office. Before joining the firm, Matt worked for Threadneedle as a portfolio manager in the UK equities team. He was co-manager of the Threadneedle UK Smaller Companies Fund, the Threadneedle UK Mid 250 Fund and a range of small cap institutional portfolios. He was also lead manager of the Threadneedle UK Ethical Equity Fund and was responsible for stock analysis and idea generation for the wider team. Prior to joining Threadneedle, Matthew was a portfolio manager at Legal & General Investment Management specialising in UK Small Caps. He graduated from Loughborough University with a degree in Geography and Sports Science. In addition, Matt holds the Investment Management Certificate.
Total return for Matt Evans
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 : Matt Evans

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
Matt Evans 17.8 -7.2 -22.4 18.5 9.6 17.0 -5.9 20.7 1.8 21.8
Peer Group Composite 14.9 -2.8 -12.6 21.8 0.0 11.0 -4.6 13.5 5.9 11.2
Over / Under 2.9 -4.4 -9.8 -3.3 9.6 6.0 -1.3 7.2 -4.1 10.6
Performance vs peer group composite: Matt Evans
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
5 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
5 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
4 years
out of a possible 6
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 4
Funds currently managed
Fund Sole/Co-managed Sector Periods
Ninety One UK Smaller Companies Lead manager IA UK Smaller Companies since Nov 01 2017 to present
Ninety One UK Sustainable Equity Lead manager IA UK All Companies since Dec 14 2018 to present
Funds managed previously
Fund Periods
CT UK Smaller Companies since Dec 01 2013 to Jun 30 2017
CT UK Mid 250 since Dec 01 2013 to Jun 18 2017
CT UK Sustainable Equity since Oct 30 2015 to Jun 18 2017
News & Research: Related articles sector Sector fund Fund group Group manager Manager
Sector Invesco Perpetual UK Smaller Companies changes manager to Artemis By Emma Wallis  19-Dec-2024
Group The best UK stock-pickers this year By Emma Wallis  19-Dec-2024
Group ‘Gold isn’t for everyone’: Safe haven can be more volatile than expected By Gary Jackson  14-Nov-2024
Sector Unicorn’s Peter Walls’ newest investment and favoured sectors By Emma Wallis  06-Nov-2024
Group Jupiter’s Whitmore replaced by Ninety One’s Dicorrado at Omnis Income & Growth By Matteo Anelli  29-Oct-2024
Group Ninety One: Three ‘core’ stocks for those that haven’t given up on the UK By Patrick Sanders  28-Oct-2024
Group Five conservative funds to protect and grow your capital By Emma Wallis  28-Oct-2024
Sector High-risk investment trusts worth adding to your portfolio By Jonathan Jones  17-Oct-2024
Sector Scottish Mortgage and other underperforming trusts to hold on to By Matteo Anelli  16-Oct-2024
Group The funds that have led the two-year bull market By Gary Jackson  15-Oct-2024
Sector Stocks that investment trust managers are backing for a UK recovery By James Carthew  14-Oct-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