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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
 
 
 
 
 
60-96m
 
 
 
 
 
 
 
 
 
72-108m
 
 
 
 
 
 
 
 
 
84-120m
 
 
 
 
 
 
 
 
 
96-132m
 
 
 
 
 
 
 
 
 
108-144m
 
 
 
 
 
 
 
 
 
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 23.7 -7.4 -29.1 35.5 3.7 10.3 -5.9 21.4 3.9 20.9
Peer Group Composite 19.8 -0.8 -21.3 42.1 -8.7 5.2 -4.4 15.1 6.6 11.9
Over / Under 3.9 -6.6 -7.8 -6.6 12.4 5.1 -1.5 6.3 -2.7 9.0
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
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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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