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You are here: Manager factsheet

Rosemary Simmonds
Barings Fund Managers Limited, Barings Intl Fund Mgr (Ire) Lt, Omnis Investments Ltd
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Manager profile
Rosie is an Investment Manager and co-manager across Barings’ Small Cap strategies. Rosie joined Barings in September 2010 from Baillie Gifford where she worked for three years as an Investment Analyst. Rosie graduated from Oxford University with a degree in Modern History. She was awarded the IMC certificate in 2009 and is a CFA Charterholder
Total return for Rosemary Simmonds
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
 
 
 
 
 
53-89m
 
 
 
 
 
 
 
 
 
65-101m
 
 
 
 
 
 
 
 
 
77-113m
 
 
 
 
 
 
 
 
 
89-125m
 
 
 
 
 
 
 
 
 
48-84m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Rosemary Simmonds

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
Rosemary Simmonds 5.5 -1.1 -3.3 44.9 -11.9 -0.1 9.5 - - -
Peer Group Composite 7.1 -0.7 1.6 57.5 -14.9 -4.3 11.4 - - -
Over / Under -1.6 -0.4 -4.9 -12.6 3.0 4.2 -1.9 - - -
Performance vs peer group composite: Rosemary Simmonds
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 7
 
Overall markets
Up
Underperformed peer group composite
5 years
out of a possible 7
 
Rising markets
UpDown
Outperformed peer group composite
0 years
out of a possible 4
 
Falling markets
UpDown
Outperformed peer group composite
2 years
out of a possible 3
Funds currently managed
Fund Sole/Co-managed Sector Periods
Barings Europe Select Trust Co-managed IA European Smaller Companies since Oct 31 2016 to present
Barings Europe Select Co-managed FO Equity - Small Cap Europe since Feb 08 2019 to present
Omnis European Equity Opportunities Co-managed IA Unclassified since May 17 2021 to present
Funds managed previously
Fund Periods
Barings European Opportunities since Oct 01 2016 to fund close
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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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