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You are here: Manager factsheet

Rob Scott Moncrieff

Aberforth Partners, Aberforth Unit Trust Mgrs Ltd
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Manager profile
Rob joined Aberforth in February 2022 and became a Partner in March 2024. He previously worked as a global equities analyst with Latitude Investment Management. Rob’s early career included UK-focussed equity research responsibilities with Brewin Dolphin, following an internship with International Value Advisers, in New York. He is responsible for the following sectors - Chemicals; Construction and Materials; Electronic and Electrical Equipment, General Industrials; Household Goods and Home Construction; Industrial Materials; Industrial Metals and Mining; Precious Metals and Mining; and Technology Hardware and Equipment. Rob has passed all three levels of the CFA programme.
Total return for Rob Scott Moncrieff
Discrete calendar year performance : Rob Scott Moncrieff

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
Rob Scott Moncrieff 16.0 3.4 -10.2 - - - - - - -
Peer Group Composite 23.4 -1.1 -23.8 - - - - - - -
Over / Under -7.4 4.5 13.6 - - - - - - -
Performance vs peer group composite: Rob Scott Moncrieff
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 3
 
Overall markets
Up
Underperformed peer group composite
1 year
out of a possible 3
 
Rising markets
UpDown
Outperformed peer group composite
0 years
out of a possible 1
 
Falling markets
UpDown
Outperformed peer group composite
2 years
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
Aberforth Smaller Companies Trust plc Co-managed IT UK Smaller Companies since Feb 01 2022 to present
Aberforth UK Small Companies Co-managed IA UK Smaller Companies since Feb 01 2022 to present
Aberforth Geared Value & Income Trust PLC Co-managed IT UK Smaller Companies since Jul 01 2024 to present
Funds managed previously
Fund Periods
Aberforth Split Level Income Trust PLC since Feb 01 2022 to Jun 24 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.

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