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You are here: Manager factsheet

Matthew Bennett

NFU Mutual Unit Managers Ltd
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Trustnet verdict
Overall, performing about the same as the peer group composite. However, over a long track record, the manager has under-performed the peer group more often than not. stock picking has not really benefited results, which have tended to be similar in rising and falling markets.
Manager profile
Matthew Bennett is head of NFU Mutual's International Equities team, working alongside Rowan Philpot and Keith Douglas, and has overall responsibility for the Global Growth Fund. Matthew joined our Investment Department in March 1999 from PKF Accountants after graduating in 1998 from Lancaster University with a 1st class degree in Accounting, Finance & Economics and is a Chartered Financial Analyst.
Total return for Matthew Bennett
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
 
 
 
 
 
4-40m
 
 
 
 
 
 
 
 
 
16-52m
 
 
 
 
 
 
 
 
 
28-64m
 
 
 
 
 
 
 
 
 
40-76m
 
 
 
 
 
 
 
 
 
52-88m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Matthew Bennett

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
Matthew Bennett -0.2 -6.1 12.5 53.1 -9.2 1.9 -7.1 10.1 -3.1 8.3
Peer Group Composite 4.7 -2.7 12.4 36.6 -9.3 11.7 -2.6 9.0 0.1 10.5
Over / Under -4.9 -3.4 0.1 16.5 0.1 -9.8 -4.5 1.1 -3.2 -2.2
Performance vs peer group composite: Matthew Bennett
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
3 years
out of a possible 7
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 3
Funds currently managed
Fund Sole/Co-managed Sector Periods
NFU Mutual Global Growth Co-managed UT Global since Jul 21 2003 to present
NFU Mutual Global Emerging Markets Co-managed UT Global Emerging Markets since Jun 01 2009 to present
Funds managed previously
Fund Periods
No previously managed funds
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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