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You are here: Manager factsheet

Simon Brazier

Investec Fund Managers (UK), Investec Asset Management Luxe
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Trustnet verdict
Overall, performing better than the peer group composite. Over a long track record, the manager has outperformed the peer group more often than not. stock picking has made a contribution to results, which have not been particularly exposed to falling markets.
Manager profile
Simon is Co-Head of Quality at Investec Asset Management. He is a portfolio manager with a focus on UK equities, the strategy leader for UK Alpha and is responsible for the co-management of the Quality capability. Simon is based in the firm’s London office. Prior to joining the firm, Simon worked for Threadneedle where he was Head of UK Equities and responsible for the portfolio management of the Threadneedle UK Fund. He has been managing funds for over 14 years having started his career with Schroders in 1998. Simon graduated from Durham University and the University of Aix-Marseille with a BA Honours degree in Economics with French. Simon holds the Institute of Investment Management and Research (IIMR) certificate.
Total return for Simon Brazier
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 : Simon Brazier

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 Brazier 11.0 -3.5 12.3 3.3 5.9 4.4 27.5 18.0 0.6 9.0
Peer Group Composite 11.1 -4.3 14.0 5.9 4.9 3.7 27.8 16.6 -2.4 6.6
Over / Under -0.1 0.8 -1.7 -2.6 1.0 0.7 -0.3 1.4 3.0 2.4
Performance vs peer group composite: Simon Brazier
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 8
 
Falling markets
UpDown
Outperformed peer group composite
2 years
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
Investec UK Alpha Lead manager UT UK All Companies since Jan 12 2015 to present
Investec UK Alpha Lead manager FO Equity - UK since Jan 12 2015 to present
Funds managed previously
Fund Periods
Threadneedle UK since May 01 2010 to Sep 10 2014
Schroder UK Equity since Apr 01 2006 to Dec 31 2009
Schroder ISF UK Equity since Jun 01 2006 to Dec 31 2009
Threadneedle UK Institutional since Oct 01 2011 to Sep 10 2014
Threadneedle (Lux) UK Equities since Dec 06 2011 to Sep 10 2014
Columbia Threadneedle UK Select Trust since Aug 01 2012 to Aug 31 2014
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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