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You are here: Manager factsheet

Edward Robertson
Apex Fundrock Ltd
pdfIcon Manager factsheet pdf    rss feed RSS Feed
Manager profile
Edward is the lead manager of the Global EM and Mid Cap products, and comanager on two other Somerset Capital funds. He worked in Hong Kong and London before joining Lloyd George Management in 1999 where he built the emerging market products. He also ran the top-performing Russian fund, SIBINCo. He co-founded Somerset Capital in April 2007. Edward graduated from the University of East Anglia.
Total return for Edward Robertson
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 : Edward Robertson

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
Edward Robertson 13.4 4.7 -23.8 9.8 -1.6 16.0 -13.6 12.0 39.7 -11.8
Peer Group Composite 15.8 6.2 -20.4 13.6 5.0 13.7 -10.6 15.1 38.9 -11.6
Over / Under -2.4 -1.5 -3.4 -3.8 -6.6 2.3 -3.0 -3.1 0.8 -0.2
Performance vs peer group composite: Edward Robertson
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
2 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
8 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
0 years
out of a possible 3
Funds currently managed
Fund Sole/Co-managed Sector Periods
MI Polen Capital Global Emerging Markets Lead manager UT Global Emerging Markets since Nov 17 2008 to present
MI Polen Capital Emerging Markets Dividend Growth Co-managed (deputy) UT Global Emerging Markets since Oct 30 2010 to present
Funds managed previously
Fund Periods
MI Somerset Emerging Markets Small Cap since Nov 01 2010 to Dec 30 2016
MI Somerset Global Emerging Markets Screened since Feb 20 2017 to fund close
SJP Global Emerging Markets since Feb 17 2020 to Nov 20 2023
Omnis Global Emerging Markets Equity Opportunities since Apr 08 2021 to Feb 12 2023
Somerset Emerging Markets Future Leaders since Sep 01 2020 to fund close
SJP Emerging Markets Equity since Jul 25 2022 to Nov 20 2023
MI Polen Capital Emerging Markets Dividend Growth since Mar 29 2010 to Dec 31 2010
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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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