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You are here: Manager factsheet

Simon Clements

Liontrust Fund Partners LLP
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FE Trustnet verdict
Overall, performing better than the peer group composite. Over a long track record, the manager has, period by period, consistently managed to outperform the peer group. stock picking has not really benefited results, which have not been particularly exposed to falling markets.
Manager profile
Simon has worked in fund management since 1998. Before joining Alliance Trust Investments in August 2012, Simon spent 12 years at Aviva Investors (previously Morley Fund Management) where, most recently, he was Head of Global Equities. In his early career, Simon worked as a Portfolio Accountant and Risk and Performance Analyst before joining Aviva Investors to help develop its global equity and SRI propositions. Simon holds a Bachelor of Economics from the University of Newcastle, Australia and a graduate diploma in Applied Finance & Investment from Securities Institute of Australia. He is also a CFA charterholder and holds the CFA Society of the UK Investment Management Certificate.
Total return for Simon Clements
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
 
 
 
 
 
3-39m
 
 
 
 
 
 
 
 
 
15-51m
 
 
 
 
 
 
 
 
 
27-63m
 
 
 
 
 
 
 
 
 
39-75m
 
 
 
 
 
 
 
 
 
51-87m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Simon Clements

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 Clements 9.5 11.1 17.6 21.6 3.7 6.3 18.3 20.1 -5.2 9.0
Peer Group Composite 4.2 6.2 11.2 17.8 1.5 5.7 14.0 12.1 -3.6 8.9
Over / Under 5.3 4.9 6.4 3.8 2.2 0.6 4.3 8.0 -1.6 0.1
Performance vs peer group composite: Simon Clements
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
9 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
1 year
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
9 years
out of a possible 9
 
Falling markets
UpDown
Outperformed peer group composite
0 years
out of a possible 1
Funds currently managed
Fund Sole/Co-managed Sector Periods
Liontrust Sustainable Future Absolute Growth Co-managed UT Flexible Investment since Dec 05 2001 to present
Liontrust Sustainable Future Global Growth Co-managed UT Global since Nov 30 2010 to present
Liontrust Sustainable Future Managed Co-managed UT Mixed Investment 40-85% Shares since Feb 01 2013 to present
Liontrust Sustainable Future Cautious Managed Co-managed UT Mixed Investment 40-85% Shares since Jul 23 2014 to present
Liontrust Sustainable Future Defensive Managed Co-managed UT Mixed Investment 20-60% Shares since Jul 23 2014 to present
Funds managed previously
Fund Periods
Managed Equity Growth since Oct 01 2008 to Oct 31 2013
Aviva Inv Global Equity Income since Nov 01 2008 to Feb 29 2012
Aviva Investors Global Equity Thematic since May 01 2009 to Mar 14 2012
Alliance Trust PLC since Oct 01 2014 to Mar 31 2017
Aviva Investors Sustainable Future Global Equity since Nov 01 2010 to fund close
Alliance Trust Global Thematic Opportunities since Sep 01 2014 to fund close
Data provided by FE. Care has been taken to ensure that the information is correct, but FE 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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