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

Victoria Stevens
Liontrust, Liontrust Global Funds plc
pdfIcon Manager factsheet pdf    rss feed RSS Feed
Manager profile
Victoria Stevens joined the Economic Advantage team at Liontrust in June 2015 as a partner and fund manager to help research and analyse investment opportunities primarily across the small cap universe. She previously worked for almost 5 years at the growth company specialist broking and advisory firm finnCap Ltd, latterly as deputy head of corporate broking. Prior to joining finnCap, Victoria was a senior reporter and diary editor at the financial newspaper City AM, having studied Modern Languages at Oxford University.
Total return for Victoria Stevens
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 : Victoria Stevens

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
Victoria Stevens 11.9 -4.9 -24.7 52.3 9.1 8.1 7.1 27.2 9.8 -
Peer Group Composite 18.0 -2.9 -29.3 48.3 -1.6 4.6 -3.9 30.8 3.8 -
Over / Under -6.1 -2.0 4.6 4.0 10.7 3.5 11.0 -3.6 6.0 -
Performance vs peer group composite: Victoria Stevens
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
6 years
out of a possible 9
 
Overall markets
Up
Underperformed peer group composite
3 years
out of a possible 9
 
Rising markets
UpDown
Outperformed peer group composite
3 years
out of a possible 5
 
Falling markets
UpDown
Outperformed peer group composite
3 years
out of a possible 4
Funds currently managed
Fund Sole/Co-managed Sector Periods
Liontrust UK Smaller Companies Co-managed IA UK Smaller Companies since Jun 01 2015 to present
Liontrust UK Micro Cap Co-managed IA UK Smaller Companies since Mar 09 2016 to present
Liontrust GF Special Situations Co-managed FO Equity - UK since May 19 2023 to present
Liontrust GF UK Growth Co-managed FO Equity - UK since May 19 2023 to present
Liontrust Special Situations Co-managed IA UK All Companies since May 19 2023 to present
Liontrust UK Growth Co-managed IA UK All Companies since May 19 2023 to present
Funds managed previously
Fund Periods
No previously managed funds
News & Research: Related articles sector Sector fund Fund group Group manager Manager
Group Fixed income markets, the future of gold and whether investors have missed the rally in stocks and bonds: Thoughts from Fundswire this week By Diana Llewellyn  15-Nov-2024
Group The stocks Edinburgh IT’s new manager has bought and sold since taking over By Emma Wallis  12-Nov-2024
Sector Unicorn’s Peter Walls’ newest investment and favoured sectors By Emma Wallis  06-Nov-2024
Group The European funds striking the best balance between risk and reward By Patrick Sanders  31-Oct-2024
Fund Liontrust Special Situations: Should you buy, hold or fold? By Patrick Sanders  23-Oct-2024
Sector High-risk investment trusts worth adding to your portfolio By Jonathan Jones  17-Oct-2024
Sector Scottish Mortgage and other underperforming trusts to hold on to By Matteo Anelli  16-Oct-2024
Sector Stocks that investment trust managers are backing for a UK recovery By James Carthew  14-Oct-2024
Group Is a ‘market neutral’ allocation to the US too big a bet? By Emma Wallis  14-Oct-2024
Fund The most defensive UK funds and trusts By Jonathan Jones  10-Oct-2024
Group The global equity race: Step aside hare, here comes the tortoise… By Jo Groves  09-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.

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