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You are here: Manager factsheet

Nick Purves
Redwheel Funds, Thesis Unit Trust Mgmt Ltd, Temple Bar Investment Trust PL, St. Jamess Place UT Group Ltd
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Manager profile
Graduating with a degree in geology from the University of Bristol, Nick then qualified as a chartered accountant. He moved from KPMG to Schroders in 1994. Nick is the longest-serving manager of St. James’s Place funds. He was appointed manager of the St. James’s Place Equity Income fund whilst at Schroders. The Investment Committee was happy for him to retain the mandate when he departed to Redwheel in 2010, and he still runs the fund.
Total return for Nick Purves
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
 
 
 
 
 
56-92m
 
 
 
 
 
 
 
 
 
68-104m
 
 
 
 
 
 
 
 
 
80-116m
 
 
 
 
 
 
 
 
 
92-128m
 
 
 
 
 
 
 
 
 
104-140m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Nick Purves

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
Nick Purves 18.8 5.1 -1.1 37.1 -19.7 -1.6 9.9 9.9 4.3 0.3
Peer Group Composite 12.9 5.4 -4.4 27.2 -10.9 -0.4 6.0 19.2 -1.3 6.9
Over / Under 5.9 -0.3 3.3 9.9 -8.8 -1.2 3.9 -9.3 5.6 -6.6
Performance vs peer group composite: Nick Purves
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
5 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
5 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
3 years
out of a possible 6
 
Falling markets
UpDown
Outperformed peer group composite
2 years
out of a possible 4
Funds currently managed
Fund Sole/Co-managed Sector Periods
Redwheel UK Value Co-managed FO Equity - International since Sep 30 2010 to present
Redwheel UK Climate Engagement Co-managed FO Equity - UK since Oct 13 2010 to present
TM Redwheel UK Equity Income Co-managed UT UK Equity Income since Oct 04 2018 to present
Temple Bar Investment Trust PLC Co-managed IT UK Equity Income since Nov 01 2020 to present
SJP UK Co-managed UT UK All Companies since Jul 01 2021 to present
SJP UK Equity Income Co-managed UT UK Equity Income since Oct 24 2022 to present
Redwheel Global Intrinsic Value Co-managed FO Equity - International since Dec 15 2023 to present
Funds managed previously
Fund Periods
SJP Equity Income since Feb 03 2001 to fund close
TM Stonehage Fleming UK Equity Income since Feb 29 2008 to fund close
Schroder Income since Oct 01 2003 to May 17 2010
SUTL Cazenove Charity Equity Value since Jul 01 2006 to May 17 2010
SJP UK Equity since Jun 05 2019 to fund close
SJP Managed Growth since Apr 06 2010 to Aug 01 2010
News & Research: Related articles sector Sector fund Fund group Group manager Manager
Group The most sought-after and shunned global funds of 2024 so far By Emma Wallis  17-Jul-2024
Sector Nick Train: ‘We do not enjoy the current investment performance’ By Emma Wallis  16-Jul-2024
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Sector Top-quartile trusts yielding more than government bonds By Emma Wallis  11-Jul-2024
Sector The sectors to own if the Bank of England cuts rates By Jean-Baptiste Andrieux  11-Jul-2024
Group The small UK All Companies funds that won’t cost you the earth By Jean-Baptiste Andrieux  08-Jul-2024
Group India, tech, equity income and SJP Polaris: The funds that grabbed investors’ attention in 2024’s first half By Gary Jackson  04-Jul-2024
Sector The best and worst funds and trusts in June By Jean-Baptiste Andrieux  01-Jul-2024
Fund How a Labour win could ‘bring life into the stock market’ By Emma Wallis  26-Jun-2024
Group Mark Barnett to leave Premier Miton after Tellworth merger By Emma Wallis  17-Jun-2024
Sector Three FTSE 100 stocks Nick Train wants to buy more of By Jean-Baptiste Andrieux  13-Jun-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.

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