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You are here: Manager factsheet

Rosanna Burcheri

 FE fundinfo Alpha Manager
Fidelity International (FIL In, Fidelity International (FIL In
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Manager profile
Rosanna Burcheri is a seasoned investor with around 25 years’ experience. Rosanna graduated in economics from Bocconi University in 1996. She started her career as junior fund manager at Paribas Asset Management, before joining M&G as a fund manager. In 2004, Rosanna was appointed Senior European Portfolio Manager at Shell Pension Management Service. She later became partner and pan-European fund manager for FrontPoint Management, before joining Artemis in 2011. Rosanna moved to Fidelity to manage US value funds in 2021.
Total return for Rosanna Burcheri
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 : Rosanna Burcheri

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
Rosanna Burcheri 20.3 -1.9 15.7 10.4 14.5 17.3 3.5 17.8 21.0 12.4
Peer Group Composite 30.1 7.0 -5.4 13.1 11.4 11.3 1.8 20.5 17.6 4.5
Over / Under -9.8 -8.9 21.1 -2.7 3.1 6.0 1.7 -2.7 3.4 7.9
Performance vs peer group composite: Rosanna Burcheri
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
6 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
4 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
5 years
out of a possible 9
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 1
Funds currently managed
Fund Sole/Co-managed Sector Periods
Fidelity America Lead manager FO Equity - USA since Sep 01 2021 to present
Fidelity American Special Situations Lead manager IA North America since Sep 01 2021 to present
Funds managed previously
Fund Periods
Artemis Global Select since Oct 01 2011 to Apr 30 2021
Mid Wynd International Investment Trust PLC since May 01 2014 to Apr 30 2021
WS European since Jan 01 2000 to May 31 2004
MGTS Sentinel Growth since Apr 10 2018 to May 28 2021
M&G European Sustain Paris Aligned since Sep 30 2001 to Sep 30 2003
Artemis Funds (Lux) - Global Focus since Nov 19 2019 to Apr 30 2021
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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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