PLEASE TELL US A LITTLE ABOUT YOURSELF SO THAT WE CAN DISPLAY THE MOST
APPROPRIATE CONTENT TO YOU:

This site uses cookies. Some of the cookies are essential for parts of the site to operate and have already been set. You may delete and block all cookies from this site, but if you do, parts of the site may not work. To find out more about cookies used on Trustnet and how you can manage them, see our Privacy and Cookie Policy.

By clicking "I Agree" below, you acknowledge that you accept our Privacy Policy and Terms of Use.

For more information Click here

Login

Password Reminder
Not Registered? Click Here

Register

Register
It's look like you're leaving us

What would you like us to do with the funds you've selected

Show me all my options Forget them Save them
Customise this table
You are here: Manager factsheet

Tomasz Boniek
Troy Asset Management Ltd, Troy Asset Management
pdfIcon Manager factsheet pdf    rss feed RSS Feed
Manager profile
Tomasz is Assistant Fund Manager of the Troy Global Income Fund and has responsibility for the analysis of global companies and their selection for Troy’s portfolios. He joined Troy in 2017 from Susa Fund Management, a European equity fund. He previously worked as an Associate at Bain Capital Credit. Tomasz graduated in European Economics from the University of Rome, before completing his Masters in Economics at Bocconi University, and his MBA at London Business School.
Total return for Tomasz Boniek
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
 
 
 
 
 
 
 
 
 
24-60m
 
 
 
 
 
 
 
 
 
36-72m
 
 
 
 
 
 
 
 
 
48-84m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Tomasz Boniek

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
Tomasz Boniek 6.3 -3.8 15.2 13.0 1.2 18.5 - - - -
Peer Group Composite 12.2 1.1 10.9 33.7 -10.0 8.1 - - - -
Over / Under -5.9 -4.9 4.3 -20.7 11.2 10.4 - - - -
Performance vs peer group composite: Tomasz Boniek
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 6
 
Overall markets
Up
Underperformed peer group composite
3 years
out of a possible 6
 
Rising markets
UpDown
Outperformed peer group composite
2 years
out of a possible 5
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 1
Funds currently managed
Fund Sole/Co-managed Sector Periods
Trojan Global Income Co-managed (deputy) IA Global Equity Income since Nov 15 2017 to present
STS Global Income & Growth Trust Plc Co-managed (deputy) IT Global Equity Income since Nov 12 2020 to present
Trojan Ethical Global Income Co-managed IA Global Equity Income since Nov 01 2021 to present
Funds managed previously
Fund Periods
No previously managed funds
News & Research: Related articles sector Sector fund Fund group Group manager Manager
Sector The best investment trusts to add to your pension, according to the experts By Jonathan Jones  23-Apr-2024
Sector Funds to hold alongside Fundsmith Equity By Emma Wallis  19-Apr-2024
Group Mixed asset fund flows: Investors lose faith with Ruffer Total Return and Troy Trojan By Emma Wallis  18-Apr-2024
Sector Investors sell Fundsmith and Baillie Gifford funds in the first quarter of 2024 By Jean-Baptiste Andrieux  17-Apr-2024
Sector Why Canaccord has added Fundsmith and Evenlode to its core model portfolio By Jean-Baptiste Andrieux  11-Apr-2024
Group Troy’s guide to investing during hot, noisy markets By Emma Wallis  11-Apr-2024
Fund Preparing for a downturn: Starbucks and BlackRock are on Troy’s shopping list By Emma Wallis  09-Apr-2024
Sector The income funds for last-minute ISA investors By Jonathan Jones  04-Apr-2024
Sector A soft landing is ‘very possible’ but will bring ‘very little’ reward for investors By Matteo Anelli  03-Apr-2024
Sector The one fund to add to your ISA before the deadline By Jonathan Jones  03-Apr-2024
Sector The global equity income funds that keep delivering the most bang for your buck By Matteo Anelli  20-Mar-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.

LATEST :

Five reasons to keep hold of your defensive funds

13:00 | Monday, January 20, 2014

Close

You are currently using an old browser which will not be supported by Trustnet after 31/07/2016. To ensure you benefit from all features on the site, please update your browser.   Close

© Trustnet Limited 2024. All Rights Reserved.
Please read our Terms of Use / Disclaimer and Privacy and Cookie Policy.
Data supplied in conjunction with Refinitiv and London Stock Exchange Plc