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You are here: Manager factsheet

Paul Smith

Margetts Fund Management
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FE Trustnet verdict
Overall, performing about the same as the peer group composite. Nevertheless, over a long track record, the manager has outperformed the peer group more often than not. stock picking has not really benefited results, which have not been particularly exposed to falling markets.
Manager profile
Paul joined Premier in 2005 and his responsibilities include the management of a number of open and closed ended funds. Paul worked as an Analyst of low volatility investments before commencing management of the long running and highly successful Premier Capital Builder Portfolio.Paul’s management of lower risk investment mandates have over the last decade been recognised at the Bloomberg Money Investment Awards and the Investment Week Fund Manager of the Year Awards. Paul has a First Class BA (Hons) degree in Economics and an MA in Finance and Investment (with Distinction) from Exeter University.
Total return for Paul Smith
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
 
 
 
 
 
1-37m
 
 
 
 
 
 
 
 
 
13-49m
 
 
 
 
 
 
 
 
 
25-61m
 
 
 
 
 
 
 
 
 
37-73m
 
 
 
 
 
 
 
 
 
49-85m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Paul Smith

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
Paul Smith -2.2 0.7 7.0 -1.0 4.8 5.7 16.3 -0.5 10.8 21.4
Peer Group Composite 1.9 1.7 5.6 4.5 4.4 4.3 9.2 3.3 6.8 15.2
Over / Under -4.1 -1.0 1.4 -5.5 0.4 1.4 7.1 -3.8 4.0 6.2
Performance vs peer group composite: Paul Smith
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 10
 
Overall markets
Up
Underperformed peer group composite
4 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
6 years
out of a possible 10
 
Falling markets
UpDown
Outperformed peer group composite
0 years
out of a possible 0
Funds currently managed
Fund Sole/Co-managed Sector Periods
Sentinel Defensive Portfolio Lead manager UT Mixed Investment 0-35% Shares since Nov 23 2009 to present
Funds managed previously
Fund Periods
Acorn Income Ld since Jan 17 2007 to Aug 09 2019
Premier UK Money Market since Sep 10 2007 to Aug 09 2019
Premier Strategic High Income Bond since Jun 01 2006 to fund close
Premier Corporate Bond Monthly Income since Aug 01 2009 to Aug 09 2019
Premier Defensive Growth since Dec 21 2010 to Aug 09 2019
Premier Money Market since Jun 01 2006 to fund close
Premier Gilt Growth since Nov 21 2005 to fund close
Premier Short Dated Gilt since Nov 21 2005 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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