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You are here: Manager factsheet

Sam Ford
Aberforth Partners, Aberforth Unit Trust Mgrs Ltd
pdfIcon Manager factsheet pdf    rss feed RSS Feed
Manager profile
Sam joined Aberforth in August 2019 and became a Partner in May 2021. He is responsible for the following sectors - Aerospace and Defense; Health Care Providers; Media; Medical Equipment and Services; Oil, Gas and Coal; Pharmaceuticals and Biotechnology; and Software and Computer Services. Sam has passed all three levels of the CFA programme.
Total return for Sam Ford
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 : Sam Ford

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
Sam Ford 9.3 2.8 -1.2 18.3 -2.8 18.1 -7.4 14.8 4.9 2.0
Peer Group Composite 16.4 -3.1 -20.0 33.6 3.5 12.6 -4.7 14.5 7.3 1.3
Over / Under -7.1 5.9 18.8 -15.3 -6.3 5.5 -2.7 0.3 -2.4 0.7
Performance vs peer group composite: Sam Ford
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
5 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
5 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
3 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
Aberforth Smaller Companies Trust plc Co-managed IT UK Smaller Companies since Aug 01 2019 to present
Aberforth UK Small Companies Co-managed IA UK Smaller Companies since Aug 01 2019 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 Aug 01 2019 to Jun 24 2024
M&G Dividend since Feb 01 2015 to May 03 2019
M&G Pan European Dividend since Feb 01 2015 to fund close
M&G UK Income Distribution since Feb 01 2015 to Nov 22 2017
M&G UK Sustain Paris Aligned since Jan 01 2017 to May 03 2019
M&G European Select since Jul 01 2017 to May 03 2019
Alliance Trust Asia Pacific Equity since Oct 01 2010 to Aug 17 2011
M&G (Lux) Pan European Dividend since Dec 07 2018 to May 03 2019
News & Research: Related articles sector Sector fund Fund group Group manager Manager
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Fund Stocks that investment trust managers are backing for a UK recovery By James Carthew  14-Oct-2024
Sector The global equity race: Step aside hare, here comes the tortoise… By Jo Groves  09-Oct-2024
Sector The cheapest and most expensive investment trusts out there By Emma Wallis  09-Oct-2024
Sector The Woodford holding that was the best performer for Capital Gearing this year By Matteo Anelli  04-Oct-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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