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You are here: Manager factsheet

Lloyd Whitworth
Lazard Fund Managers
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Manager profile
Lloyd Whitworth is a Portfolio Manager/Analyst on the UK Equity team. He began working in the investment field in 1991. Prior to joining Lazard in 2009, Lloyd held UK fund management positions at Citigroup, Morley Fund Management, JP Morgan Asset Management, First State Asset Management and Dresdner RCM. Lloyd has a degree in Economics and Business Finance from Brunel University.
Total return for Lloyd Whitworth
Manager career performance
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 : Lloyd Whitworth

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
Lloyd Whitworth 15.5 6.7 -7.9 35.4 -13.0 3.0 -2.5 13.2 11.5 6.3
Peer Group Composite 19.7 3.4 -11.6 32.0 -4.8 7.7 -2.5 13.9 12.4 6.0
Over / Under -4.2 3.3 3.7 3.4 -8.2 -4.7 0.0 -0.7 -0.9 0.3
Performance vs peer group composite: Lloyd Whitworth
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
4 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
6 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
3 years
out of a possible 7
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 3
Funds currently managed
Fund Sole/Co-managed Sector Periods
Lazard Managed Equity Co-managed UT Global since Jul 29 2009 to present
Lazard UK Omega Co-managed UT UK All Companies since Jul 01 2010 to present
Funds managed previously
Fund Periods
Lazard UK Omega Equity since Jul 29 2009 to Nov 25 2019
Lazard UK Alpha since Jun 01 2010 to fund close
Aviva Inv UK Income & Growth since Nov 01 2004 to Apr 30 2007
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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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