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You are here: Manager factsheet

Claire Marwick
Aegon Asset Management
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Manager profile
Claire Marwick, Investment Manager, is a member of the global equities team with responsibility for co-managing our Global Sustainable Equity Fund. Claire became a co-manager of the Fund on 1 May 2022. Prior to her current role, Claire worked for Edinburgh Partners, a subsidiary of Franklin Templeton, where she held a global equity research role. Prior to that, she held roles at UBS, Alliance Trust and Martin Currie. She has been in the industry since 1999 and started with the firm in 2021. Claire graduated from the University of Cambridge with a degree in Astrophysics and has an MBA from Harvard Business School. She is a CFA Charterholder.
Total return for Claire Marwick
Manager career performance
Discrete calendar year performance : Claire Marwick

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
Claire Marwick 27.8 -9.6 -10.9 8.9 -6.0 - - 5.1 33.4 6.4
Peer Group Composite 21.4 1.1 -3.2 13.1 3.2 - - 6.8 24.8 13.4
Over / Under 6.4 -10.7 -7.7 -4.2 -9.2 - - -1.7 8.6 -7.0
Performance vs peer group composite: Claire Marwick
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
2 years
out of a possible 8
 
Overall markets
Up
Underperformed peer group composite
6 years
out of a possible 8
 
Rising markets
UpDown
Outperformed peer group composite
2 years
out of a possible 7
 
Falling markets
UpDown
Outperformed peer group composite
0 years
out of a possible 1
Funds currently managed
Fund Sole/Co-managed Sector Periods
Aegon Global Sustainable Equity Co-managed FO Equity - Ethical since May 01 2022 to present
Aegon Sustainable Equity Co-managed UT Global since May 01 2022 to present
Funds managed previously
Fund Periods
ARF Japan since Apr 02 2001 to Jun 25 2014
FTF Franklin IF Martin Currie Japan Alpha since Jun 01 2010 to Mar 31 2018
Legg Mason Martin Currie Japan Absolute Alpha since Apr 02 2012 to Mar 31 2018
Franklin Japan since Oct 16 2019 to Aug 31 2021
EP Global Opportunities since Sep 01 2019 to fund close
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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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