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You are here: Manager factsheet

Stuart Clark

Quilter Investors Limited
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Trustnet verdict
There is insufficient track record to make any judgment.
Manager profile
Stuart is manager of the WealthSelect Managed Portfolio Service since launch, overseeing manager selection and asset allocation, and has been a manager on the Creation portfolios since March 2019. He joined the business in 2013 having spent more than 12 years working in fund research and analysis at organisations including UBS Wealth Management and Julius Baer. Stuart is a Chartered Financial Analyst (CFA) and has a degree in Accounting and Finance from the University of Kent.
Total return for Stuart Clark
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
 
 
 
 
 
10-46m
 
 
 
 
 
 
 
 
 
22-58m
 
 
 
 
 
 
 
 
 
34-70m
 
 
 
 
 
 
 
 
 
46-82m
 
 
 
 
 
 
 
 
 
58-94m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Stuart Clark

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
Stuart Clark -1.3 - - - - - - - - -
Peer Group Composite 0.3 - - - - - - - - -
Over / Under -1.6 - - - - - - - - -
Performance vs peer group composite: Stuart Clark
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
0 years
out of a possible 1
 
Overall markets
Up
Underperformed peer group composite
1 year
out of a possible 1
 
Rising markets
UpDown
Outperformed peer group composite
0 years
out of a possible 1
 
Falling markets
UpDown
Outperformed peer group composite
0 years
out of a possible 0
Funds currently managed
Fund Sole/Co-managed Sector Periods
Quilter Investors Creation Adventurous Portfolio Co-managed UT Mixed Investment 40-85% Shares since May 08 2019 to present
Quilter Investors Creation Balanced Portfolio Co-managed UT Unclassified since May 08 2019 to present
Quilter Investors Creation Conservative Portfolio Co-managed UT Unclassified since May 08 2019 to present
Quilter Investors Creation Dynamic Portfolio Co-managed UT Unclassified since May 08 2019 to present
Quilter Investors Creation Moderate Portfolio Co-managed UT Unclassified since May 08 2019 to present
Funds managed previously
Fund Periods
Elite Fitzwilliam Balanced Income since Dec 06 2006 to fund close
SMT Oakley Diversified since Mar 01 2009 to Aug 31 2010
SMT Oakley Strategic Bond since Jan 01 2010 to Jun 29 2010
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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