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You are here: Manager factsheet

Peter Shaw
Aberforth Partners, Aberforth Unit Trust Mgrs Ltd
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Manager profile
Peter joined Aberforth in April 2016 and became a Partner in May 2017. He is responsible for the following sectors - Beverages; Electricity; Gas, Water and Multi-utilities; Industrial Support Services; Industrial Transportation; Personal Care, Drug and Grocery Stores; Personal Goods; Retailers; Telecommunications Equipment; and Waste and Disposal Services.
Total return for Peter Shaw
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 : Peter Shaw

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
Peter Shaw 16.0 3.4 -11.9 49.1 -15.7 6.9 -3.2 31.5 3.0 10.2
Peer Group Composite 23.5 -1.1 -28.3 57.2 -4.7 2.7 -1.5 28.0 7.9 5.6
Over / Under -7.5 4.5 16.4 -8.1 -11.0 4.2 -1.7 3.5 -4.9 4.6
Performance vs peer group composite: Peter Shaw
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 10
 
Overall markets
Up
Underperformed peer group composite
5 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
3 years
out of a possible 6
 
Falling markets
UpDown
Outperformed peer group composite
2 years
out of a possible 4
Funds currently managed
Fund Sole/Co-managed Sector Periods
Aberforth Smaller Companies Trust plc Co-managed IT UK Smaller Companies since Apr 01 2016 to present
Aberforth UK Small Companies Co-managed UT UK Smaller Companies since Apr 01 2016 to present
Aberforth Geared Value & Income Trust PLC Co-managed IT UK Smaller Companies since Jul 01 2024 to present
Funds managed previously
Fund Periods
Aberforth Split Level Income Trust PLC since Jul 03 2017 to Jun 24 2024
Aegon UK Sustainable Opportunities since Jul 01 2010 to Nov 20 2015
Aegon UK Equity since Jan 01 2012 to Nov 19 2015
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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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