Tony Yousefian

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Fund Performance

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Manager factsheet

Tony Yousefian
Margetts Fund Management
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Manager profile

Tony joined Becketts in January 2019 with more than 35 years of experience in the investment management industry. He has managed private client portfolios and funds. He was instrumental in the firm’s launch of the Blenheim funds range and is a co-manager. Prior to joining Becketts, he was a Consultant to the investment management industry. Tony holds the Investment Management Certificate from the Institute of Investment Management & Research and is a chartered member of the CISI.

FOLLOW ON FUNDSWIRE

Annualised total return over 14.2 years

+5.2%

Cumulative performance (% growth)

	1 year	3 years	5 years	7 years	10 years
Tony Yousefian	9.8	2.2	-	-	8.9
Peer Group Composite	11.9	3.0	-	-	11.1
Over / Under	-2.1	-0.8	-	-	-2.2

Total return for Tony Yousefian

Discrete calendar year performance : Tony Yousefian

Discrete performance

	0-12m	12-24m	24-36m	36-48m	48-60m	60-72m	72-84m	84-96m	96-108m	108-120m

Tony Yousefian	9.8	-2.5	-4.5	6.7	-	-	-	-	-	-
Peer Group Composite	11.9	-1.1	-6.9	7.9	-	-	-	-	-	-
Over / Under	-2.1	-1.4	2.4	-1.2	-	-	-	-	-	-

Performance vs peer group composite: Tony Yousefian

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

Outperformed peer group composite

1 year

out of a possible 4

Overall markets

Underperformed peer group composite

3 years

out of a possible 4

Rising markets

Outperformed peer group composite

0 years

out of a possible 2

Falling markets

Outperformed peer group composite

1 year

out of a possible 2

Funds currently managed

Fund	Sole/Co-managed	Sector	Periods

BLENHEIM Diversified Alternatives	Co-managed	IA Targeted Absolute Return	since Jan 11 2021 to present
BLENHEIM Diversified Fixed Income	Co-managed	IA Sterling Strategic Bond	since Jan 11 2021 to present
BLENHEIM Diversified Property	Co-managed	IA Property Other	since Jan 11 2021 to present
BLENHEIM Ethical Opportunities	Co-managed	IA Mixed Investment 20-60% Shares	since Jan 11 2021 to present
BLENHEIM Overseas Equity	Co-managed	IA Flexible Investment	since Jan 11 2021 to present
BLENHEIM UK Equity	Co-managed	IA UK All Companies	since Jan 11 2021 to present
BLENHEIM Ethical Growth	Co-managed	IA Mixed Investment 40-85% Shares	since Nov 06 2023 to present

Funds managed previously

Fund	Periods

EFA OPM Fixed Interest	since Dec 23 2003 to fund close
EFA OPM Balanced Managed	since Dec 23 2003 to fund close
EFA OPM Worldwide Opportunities	since May 09 2011 to Mar 31 2013
WS Charteris Property	since Apr 01 2013 to Jul 09 2014