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You are here: Manager factsheet

Tom Record
Fidelity International (FIL In, Fidelity International (FIL In
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Manager profile
Tom Record is Lead Manager of the International Equity Fund and Co-Fund Manager of the Global Equity and Global Focus funds. Tom joined Liontrust in April 2022 as part of the acquisition of Majedie Asset Management, where he had managed funds for eight years, and is a member of the Liontrust Global Fundamental team. Before joining Majedie in 2014, Tom had been an Investment Manager at Baillie Gifford, where his team was responsible for managing institutional portfolios with combined international equity assets of $30 billion. While at Baillie Gifford, he also managed a selection of Global Emerging Market funds. Tom holds Master of Arts and Master of Natural Sciences degrees, specialising in Biochemistry, from Pembroke College, Cambridge and is a CFA Charterholder.
Total return for Tom Record
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 : Tom Record

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
Tom Record 1.6 -0.2 -10.0 8.0 11.1 - 2.2 13.6 21.9 11.6
Peer Group Composite 2.8 2.6 -9.2 27.3 4.7 10.6 0.7 13.3 21.6 5.4
Over / Under -1.2 -2.8 -0.8 -19.3 6.4 - 1.5 0.3 0.3 6.2
Performance vs peer group composite: Tom Record
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
5 years
out of a possible 9
 
Overall markets
Up
Underperformed peer group composite
4 years
out of a possible 9
 
Rising markets
UpDown
Outperformed peer group composite
5 years
out of a possible 8
 
Falling markets
UpDown
Outperformed peer group composite
0 years
out of a possible 1
Funds currently managed
Fund Sole/Co-managed Sector Periods
Fidelity Global Special Situations Co-managed (deputy) UT Global since Mar 31 2024 to present
Fidelity World Co-managed (deputy) FO Equity - International since Mar 31 2024 to present
Funds managed previously
Fund Periods
Liontrust Global Equity since Jun 30 2014 to Nov 01 2023
Liontrust Global Focus since Jun 30 2014 to Nov 01 2023
Liontrust GF International Equity since Dec 17 2019 to Nov 01 2023
Baillie Gifford Emerging Markets Leading Companies since Mar 01 2008 to Jan 01 2010
Baillie Gifford China since Sep 01 2011 to Jun 30 2013
Liontrust Global Smaller Companies since Feb 08 2023 to Nov 01 2023
Liontrust Balanced since Feb 08 2023 to Nov 01 2023
Liontrust Global Alpha since Feb 08 2023 to Nov 01 2023
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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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