I Agree

We have updated our Privacy and Cookie Policy. By clicking "I Agree" below, you acknowledge that you accept our Privacy and Cookie Policy and Terms of Use.

PLEASE TELL US A LITTLE ABOUT YOURSELF SO THAT WE CAN DISPLAY THE MOST
APPROPRIATE CONTENT TO YOU:

This site uses cookies. Some of the cookies are essential for parts of the site to operate and have already been set. You may delete and block all cookies from this site, but if you do, parts of the site may not work. To find out more about cookies used on Trustnet and how you can manage them, see our Privacy and Cookie Policy.

By clicking "I Agree" below, you acknowledge that you accept our Privacy Policy and Terms of Use.

For more information Click here

Login

Register

It's look like you're leaving us

What would you like us to do with the funds you've selected

Show me all my options Forget them Save them
Customise this table
You are here: Manager factsheet

Simon Evan-Cook

Premier Asset Management, Margetts Fund Management
pdfIcon Manager factsheet pdf    rss feed RSS Feed
FE Trustnet verdict
Overall, performing about the same as the peer group composite. Nevertheless, over a long track record, the manager has outperformed the peer group more often than not. stock picking has not really benefited results, which have not been particularly exposed to falling markets.
Manager profile
Simon joined Premier in 2006. He co-manages several funds, and is responsible for researching overseas equity sectors. Prior to joining Premier, he held positions at Rothschild, Gartmore and Fidelity.
Total return for Simon Evan-Cook
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 Evan-Cook

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 Evan-Cook 1.6 3.9 11.3 6.3 6.2 5.7 18.5 -0.1 9.4 15.2
Peer Group Composite 4.0 4.2 9.3 5.2 6.1 3.8 14.0 -1.2 10.7 14.5
Over / Under -2.4 -0.3 2.0 1.1 0.1 1.9 4.5 1.1 -1.3 0.7
Performance vs peer group composite: Simon Evan-Cook
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
7 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
3 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
6 years
out of a possible 9
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 1
Funds currently managed
Fund Sole/Co-managed Sector Periods
Premier Multi-Asset Growth & Income Co-managed UT Mixed Investment 40-85% Shares since Apr 01 2010 to present
Premier Multi-Asset Distribution Co-managed UT Mixed Investment 20-60% Shares since Oct 01 2011 to present
Premier Multi-Asset Global Growth Co-managed UT Flexible Investment since Jul 01 2012 to present
Premier Multi-Asset Absolute Return Co-managed UT Targeted Absolute Return since Oct 01 2012 to present
Premier Multi-Asset Conservative Growth Co-managed UT Mixed Investment 20-60% Shares since Oct 01 2012 to present
Premier Multi-Asset Monthly Income Co-managed UT Mixed Investment 20-60% Shares since Oct 01 2012 to present
Premier Liberation IV Co-managed UT Mixed Investment 20-60% Shares since Dec 01 2012 to present
Premier Liberation V Co-managed UT Mixed Investment 20-60% Shares since Dec 01 2012 to present
Premier Liberation VI Co-managed UT Mixed Investment 40-85% Shares since Dec 01 2012 to present
Premier Liberation VII Co-managed UT Flexible Investment since Dec 01 2012 to present
Sentinel Universal Portfolio Co-managed UT Mixed Investment 40-85% Shares since Sep 30 2013 to present
Funds managed previously
Fund Periods
Premier Multi Asset Growth since Jun 01 2008 to fund close
Premier Liberation VIII since Dec 01 2012 to fund close
Data provided by FE. Care has been taken to ensure that the information is correct, but FE 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.

You are currently using an old browser which will not be supported by Trustnet after 31/07/2016. To ensure you benefit from all features on the site, please update your browser.   Close