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You are here: Manager factsheet

Bob Brown

IFSL
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Manager profile
Since leaving the University of Durham with a degree in Politics, Psychology and Economics, Bob Brown has worked in investment management for over 35 years. After 11 years with Phillips & Drew he joined DRG in 1980 and took the investment management of the DRG Pension Fund in-house. He is an Affiliate of the Society of Investment Professionals. Bob has successfully managed Charities to ethical criteria since 1994. RCBIM has successfully managed a part of the Joseph Rowntree Charitable Trust since 1999 and the whole of it since 2003.
Total return for Bob Brown
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
 
 
 
 
 
60-96m
 
 
 
 
 
 
 
 
 
72-108m
 
 
 
 
 
 
 
 
 
84-120m
 
 
 
 
 
 
 
 
 
96-132m
 
 
 
 
 
 
 
 
 
108-144m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Bob Brown

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
Bob Brown 14.9 0.8 -19.4 43.6 -14.1 4.2 0.0 22.6 11.8 6.9
Peer Group Composite 17.4 4.0 -12.7 36.0 -15.6 6.8 -3.3 15.5 8.3 5.6
Over / Under -2.5 -3.2 -6.7 7.6 1.5 -2.6 3.3 7.1 3.5 1.3
Performance vs peer group composite: Bob Brown
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
4 years
out of a possible 7
 
Falling markets
UpDown
Outperformed peer group composite
2 years
out of a possible 3
Funds currently managed
Fund Sole/Co-managed Sector Periods
IFSL RC Brown UK Primary Opportunities Co-managed UT UK All Companies since Jan 05 1996 to present
Funds managed previously
Fund Periods
Marlborough Ethical since Nov 28 2005 to fund close
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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