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You are here: Manager factsheet

Nick Edgerton
Stewart Investors (First Senti, Stewart Investors (First Senti
pdfIcon Manager factsheet pdf    rss feed RSS Feed
Manager profile
Nick is responsible for leading the Worldwide Sustainability investment strategy and generating ideas across all sectors of emerging and developed markets. Nick joined the company in 2010 following previous experience in sustainability and investment.
Total return for Nick Edgerton
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
 
 
 
 
 
 
 
 
 
48-84m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Nick Edgerton

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
Nick Edgerton 19.0 -5.0 -16.6 20.3 5.2 10.2 1.1 8.4 35.9 7.6
Peer Group Composite 21.3 0.8 -9.9 27.8 6.9 11.0 0.9 13.2 21.6 5.4
Over / Under -2.3 -5.8 -6.7 -7.5 -1.7 -0.8 0.2 -4.8 14.3 2.2
Performance vs peer group composite: Nick Edgerton
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
3 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
7 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
3 years
out of a possible 9
 
Falling markets
UpDown
Outperformed peer group composite
0 years
out of a possible 1
Funds currently managed
Fund Sole/Co-managed Sector Periods
Stewart Investors Worldwide Sustainability Lead manager IA Global since Jul 31 2016 to present
Stewart Investors Worldwide Leaders Sustainability Co-managed (deputy) FO Equity - Ethical since Oct 31 2016 to present
Stewart Investors Worldwide Sustainability Lead manager FO Equity - Ethical since Feb 11 2019 to present
Funds managed previously
Fund Periods
Stewart Investors Worldwide Sustainability since Apr 30 2014 to Jul 30 2016
Stewart Investors Worldwide Equity since Sep 30 2019 to fund close
Stewart Investors Worldwide Equity since Sep 30 2019 to fund close
Stewart Investors Worldwide Leaders Sustainability since Sep 30 2019 to Dec 30 2019
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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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