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You are here: Manager factsheet

Simon Murphy
Valu-Trac Investment Managemen
pdfIcon Manager factsheet pdf    rss feed RSS Feed
Manager profile
Simon has over 20 years UK equity experience, including 10 years at Merian Global Investors and 10 years at M&G Investments.
Total return for Simon Murphy
Manager career performance
Discrete calendar year performance : Simon Murphy

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
Simon Murphy - - - - - - -7.5 4.4 1.0 1.0
Peer Group Composite - - - - - - -2.4 9.2 4.9 4.5
Over / Under - - - - - - -5.1 -4.8 -3.9 -3.5
Performance vs peer group composite: Simon Murphy
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
0 years
out of a possible 4
 
Overall markets
Up
Underperformed peer group composite
4 years
out of a possible 4
 
Rising markets
UpDown
Outperformed peer group composite
0 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
VT Tyndall Unconstrained UK Income Lead manager UT UK Equity Income since Feb 01 2020 to present
Funds managed previously
Fund Periods
WS UK Growth since Dec 31 1984 to May 31 2004
WS International Growth since Dec 31 1984 to Mar 01 2000
Merian UK Equity since Mar 19 2008 to Dec 31 2018
Jupiter UK Opportunities since Oct 01 2011 to Dec 31 2018
M&G UK Sustain Paris Aligned since Mar 31 2004 to Dec 07 2007
M&G Strategic Growth since Jul 01 2004 to fund close
M&G UK Sustain Paris Aligned since Jun 01 2000 to Sep 28 2001
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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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