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You are here: Manager factsheet

Phil Collins
Sarasin Investment Funds Ltd, Waystone Management Company (I
pdfIcon Manager factsheet pdf    rss feed RSS Feed
Manager profile
Phil joined Sarasin & Partners in 2013 as head of the multi-asset team and has more than 30 years’ investment experience. Before joining Sarasin, Phil worked at Newton Investment Management, where he was chief investment officer of the private clients and charities division. He has also held investment management roles at Capital House and Leopold Joseph. Phil is a fellow of the Chartered Institute for Securities & Investment.
Total return for Phil Collins
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 : Phil Collins

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
Phil Collins 15.5 0.2 -11.5 9.4 -0.5 10.4 -0.2 5.1 0.4 0.5
Peer Group Composite 14.4 1.5 -9.0 14.6 -3.7 8.3 -1.0 8.8 7.7 6.1
Over / Under 1.1 -1.3 -2.5 -5.2 3.2 2.1 0.8 -3.7 -7.3 -5.6
Performance vs peer group composite: Phil Collins
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
2 years
out of a possible 7
 
Falling markets
UpDown
Outperformed peer group composite
2 years
out of a possible 3
Funds currently managed
Fund Sole/Co-managed Sector Periods
Sarasin Climate Active Endowment Co-managed UT Mixed Investment 40-85% Shares since Feb 16 2018 to present
Sarasin Endowments Co-managed UT Mixed Investment 40-85% Shares since Feb 23 2018 to present
Sarasin Income & Reserves Co-managed UT Mixed Investment 0-35% Shares since Feb 23 2018 to present
Sarasin IE Diversified Endowments Co-managed FO Mixed Asset - Aggressive since Nov 06 2018 to present
Sarasin Growth Co-managed UT Mixed Investment 40-85% Shares since Sep 23 2021 to present
Sarasin Global Equity Real Return Co-managed UT Mixed Investment 40-85% Shares since Dec 01 2023 to present
Sarasin IE Multi Asset - Defensive (GBP) Co-managed FO Mixed Asset - Cautious since Jan 01 2024 to present
Sarasin IE Multi Asset - Dynamic (GBP) Co-managed FO Mixed Asset - Aggressive since Jan 01 2024 to present
Sarasin IE Multi Asset - Dynamic (USD) Co-managed FO Mixed Asset - Aggressive since Jan 01 2024 to present
Sarasin IE Multi Asset - Strategic (EUR) Co-managed FO Mixed Asset - Balanced since Jan 01 2024 to present
Sarasin IE Multi Asset - Strategic (USD) Co-managed FO Mixed Asset - Balanced since Jan 01 2024 to present
Sarasin Multi Asset - Strategic Co-managed UT Mixed Investment 20-60% Shares since Jan 01 2024 to present
Sarasin IE Multi Asset Target Return Co-managed FO Mixed Asset - Balanced since Jun 01 2024 to present
Sarasin Tomorrows World Multi Asset Co-managed UT Mixed Investment 40-85% Shares since Jul 01 2024 to present
Funds managed previously
Fund Periods
Mazener since Mar 15 2017 to Feb 27 2022
Sarasin IE Multi Asset - Defensive (GBP) since Apr 30 2020 to Dec 31 2023
Sarasin IE Multi Asset - Dynamic (GBP) since Apr 30 2020 to Dec 31 2023
Sarasin IE Multi Asset - Dynamic (USD) since Apr 30 2020 to Dec 31 2023
Sarasin IE Multi Asset - Strategic (EUR) since Apr 30 2020 to Dec 31 2023
Sarasin IE Multi Asset - Strategic (USD) since Apr 30 2020 to Dec 31 2023
Sarasin Multi Asset - Strategic since Apr 30 2020 to Dec 31 2023
Sarasin Fund for Charities - Thematic UK Equity (GBP) since Jan 01 2015 to Dec 31 2016
Sarasin UK Thematic Smaller Companies since Jan 01 2015 to Dec 31 2016
Sarasin UK Equity Opportunities since Jan 01 2015 to fund close
Sarasin IE IE Sustainable Global Real Estate Equity (USD) since Aug 01 2019 to Sep 01 2020
Sarasin IE Sustainable Global Real Estate Equity since Aug 01 2019 to Sep 01 2020
JSS Sustainable Multi Asset - Thematic Balanced (CHF) since Oct 01 2018 to Nov 30 2018
JSS Sustainable Multi Asset - Thematic Balanced EUR since Oct 01 2018 to Nov 30 2018
JSS Sustainable Multi Asset - Thematic Growth EUR since Oct 01 2018 to Nov 30 2018
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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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