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

Nigel Yates
AXA IM UK, AXA Investment Managers
pdfIcon Manager factsheet pdf    rss feed RSS Feed
Manager profile
Nigel is the lead portfolio manager for the AXA Framlington UK Growth Fund and deputy manager for the UK Multi-Cap strategy. Nigel joined Framlington Equities in 2021 as a portfolio manager on the UK desk. Prior to joining Framlington Equities, Nigel worked at NFU Mutual where he joined as a Financial Analyst in 2001 before assuming a role as a Trainee Equity Fund Manager in 2005. He was appointed lead manager for the UK Growth fund, as well as the UK Pension and Life funds in 2009 and ran the Funds until his departure in Jan 2021. Nigel graduated from Cardiff University in 2000 with an Honour’s degree in Business Economics and gained his Investment Management Certificate in 2006 & qualified as a CFA Charterholder in 2009.
Total return for Nigel Yates
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 : Nigel Yates

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
Nigel Yates 13.0 -2.5 -20.8 25.3 -13.0 10.4 -2.2 20.9 7.1 3.7
Peer Group Composite 14.7 2.6 -11.3 29.9 -15.6 6.8 -3.3 15.5 8.3 5.6
Over / Under -1.7 -5.1 -9.5 -4.6 2.6 3.6 1.1 5.4 -1.2 -1.9
Performance vs peer group composite: Nigel Yates
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
4 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
6 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
2 years
out of a possible 7
 
Falling markets
UpDown
Outperformed peer group composite
2 years
out of a possible 3
Funds currently managed
Fund Sole/Co-managed Sector Periods
AXA Framlington UK Sustainable Equity Lead manager IA UK All Companies since Feb 02 2021 to present
AXA UK Equity Co-managed (deputy) IA UK All Companies since Feb 02 2021 to present
AXA Distribution Co-managed (deputy) IA Mixed Investment 20-60% Shares since Jul 06 2021 to present
AXA Ethical Distribution Lead manager IA Mixed Investment 20-60% Shares since Aug 13 2021 to present
AXA Framlington UK Select Opportunities Lead manager IA UK All Companies since Dec 01 2023 to present
Funds managed previously
Fund Periods
NFU Mutual UK Equity since Jun 02 2009 to Nov 30 2020
AXA Defensive Distribution since Jul 06 2021 to Jul 31 2024
AXA Framlington UK Select Opportunities since Feb 02 2021 to Nov 30 2023
AXA Lifetime Distribution since Jul 06 2021 to Jan 01 2023
News & Research: Related articles sector Sector fund Fund group Group manager Manager
Fund Stocks set to thrive following the UK’s Budget By Patrick Sanders  13-Nov-2024
Group Five conservative funds to protect and grow your capital By Emma Wallis  28-Oct-2024
Group AXA IM hires thematic equity portfolio manager By Patrick Sanders  14-Oct-2024
Group The bond funds that went from laggards to leaders By Patrick Sanders  27-Sep-2024
Group The funds topping their sectors throughout recession worries and optimism By Gary Jackson  23-Sep-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