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You are here: Manager factsheet

Simon Evan-Cook
Valu-Trac Investment Managemen
pdfIcon Manager factsheet pdf    rss feed RSS Feed
Manager profile
Simon Evan-Cook, is a manager with over 25 years’ experience in financial services and a proven track record of successfully managing funds of funds. Before joining Downing Fund Managers in 2022, Simon was a senior member of the Multi-Asset Team at Premier Miton, who managed over £4.5bn of client money.
Total return for Simon Evan-Cook
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
 
 
 
 
 
60-96m
 
 
 
 
 
 
 
 
 
72-108m
 
 
 
 
 
 
 
 
 
84-120m
 
 
 
 
 
 
 
 
 
96-132m
 
 
 
 
 
 
 
 
 
108-144m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Simon Evan-Cook

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
Simon Evan-Cook 14.2 - - - -6.5 4.5 -2.5 8.8 12.4 5.2
Peer Group Composite 16.5 - - - -0.6 6.5 -1.7 7.6 10.2 3.9
Over / Under -2.3 - - - -5.9 -2.0 -0.8 1.2 2.2 1.3
Performance vs peer group composite: Simon Evan-Cook
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
3 years
out of a possible 7
 
Overall markets
Up
Underperformed peer group composite
4 years
out of a possible 7
 
Rising markets
UpDown
Outperformed peer group composite
3 years
out of a possible 5
 
Falling markets
UpDown
Outperformed peer group composite
0 years
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
VT Downing Fox 100% Equity Co-managed IA Global since Jun 27 2023 to present
VT Downing Fox 40% Equity Co-managed IA Mixed Investment 20-60% Shares since Jun 27 2023 to present
VT Downing Fox 60% Equity Co-managed IA Mixed Investment 20-60% Shares since Jun 27 2023 to present
VT Downing Fox 80% Equity Co-managed IA Mixed Investment 40-85% Shares since Jun 27 2023 to present
Funds managed previously
Fund Periods
Premier Miton Multi-Asset Growth & Income since Apr 01 2010 to Jan 31 2021
Premier Miton Multi-Asset Distribution since Oct 01 2011 to Jan 31 2021
Premier Miton Multi-Asset Global Growth since Jul 01 2012 to Jan 31 2021
Premier Miton Multi-Asset Absolute Return since Oct 01 2012 to Jan 31 2021
Premier Miton Multi-Asset Monthly Income since Oct 01 2012 to Jan 31 2021
Premier Miton Multi-Asset Conservative Growth since Oct 01 2012 to Jan 31 2021
Premier Miton Liberation IV since Dec 01 2012 to Jan 31 2021
Premier Miton Liberation V since Dec 01 2012 to Jan 31 2021
Premier Miton Liberation VI since Dec 01 2012 to Jan 31 2021
Premier Miton Liberation VII since Dec 01 2012 to Jan 31 2021
MGTS Sentinel Universal since Sep 30 2013 to May 03 2020
Premier Multi Asset Growth since Jun 01 2008 to fund close
Premier Liberation VIII since Dec 01 2012 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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