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You are here: Manager factsheet

Storm Uru
Liontrust, Liontrust Global Funds plc
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Manager profile
Storm is co-lead fund manager of the Liontrust Global Innovation, Liontrust Global Dividend and Liontrust Global Technology funds. He has 12 years industry experience, including as a fund manager and prior to Liontrust worked at Neptune Investment Management running global funds. He holds an BBS in finance and MBS in international business from Massey University, an MBA from Oxford University and is a CFA Charterholder. He represented New Zealand in rowing at the 2008 and 2012 Olympic Games, winning bronze in London in 2012.
Total return for Storm Uru
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
 
 
 
 
 
 
 
 
 
36-72m
 
 
 
 
 
 
 
 
 
48-84m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Storm Uru

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
Storm Uru 31.7 21.7 -17.3 12.2 - - - - - -
Peer Group Composite 22.3 9.6 -3.2 13.5 - - -4.2 - - -
Over / Under 9.4 12.1 -14.1 -1.3 - - - - - -
Performance vs peer group composite: Storm Uru
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 4
 
Overall markets
Up
Underperformed peer group composite
2 years
out of a possible 4
 
Rising markets
UpDown
Outperformed peer group composite
2 years
out of a possible 3
 
Falling markets
UpDown
Outperformed peer group composite
0 years
out of a possible 1
Funds currently managed
Fund Sole/Co-managed Sector Periods
Liontrust Global Dividend Co-managed IA Global Equity Income since Aug 31 2017 to present
Liontrust Global Innovation Co-managed IA Global since Feb 01 2021 to present
Liontrust Global Technology Co-managed IA Technology & Technology Innovation since Feb 08 2023 to present
Liontrust GF Global Dividend Co-managed FO Equity - International since Nov 27 2024 to present
Liontrust GF Global Innovation Fund Co-managed FO Equity - Ethical since Nov 27 2024 to present
Liontrust GF Global Technology Fund Co-managed FO Equity - Tech Media & Telecom since Nov 27 2024 to present
Funds managed previously
Fund Periods
Neptune Quarterly Income since Nov 29 2017 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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