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You are here: Manager factsheet

Rowan Marron
Aberforth Partners, Aberforth Unit Trust Mgrs Ltd
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Manager profile
Rowan joined Aberforth in November 2023. She has fifteen years' previous experience as an equity analyst, most recently at Rathbones Investment Management. Her experience covers a wide variety of sectors, geographies and cap sizes, and includes eighteen months with a quantitative start-up. She is responsible for the following sector - Food Producers and Travel and Leisure. Rowan has passed all three levels of the CFA programme.
Total return for Rowan Marron
Manager career performance
Discrete calendar year performance : Rowan Marron

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
Rowan Marron 9.4 - - - - - - - - -
Peer Group Composite 16.4 - - - - - - - - -
Over / Under -7.0 - - - - - - - - -
Performance vs peer group composite: Rowan Marron
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
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Outperformed peer group composite
0 years
out of a possible 1
 
Overall markets
Up
Underperformed peer group composite
1 year
out of a possible 1
 
Rising markets
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Outperformed peer group composite
0 years
out of a possible 1
 
Falling markets
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Outperformed peer group composite
0 years
out of a possible 0
Funds currently managed
Fund Sole/Co-managed Sector Periods
Aberforth Smaller Companies Trust plc Co-managed IT UK Smaller Companies since Nov 01 2023 to present
Aberforth UK Small Companies Co-managed IA UK Smaller Companies since Nov 01 2023 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 Nov 01 2023 to Jun 24 2024
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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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