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You are here: Manager factsheet

Wayne Buttery

Margetts Fund Management
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Manager profile
Wayne began his career in the banking sector before moving to an investment company. He then established his own financial planning practice in 1988. After obtaining a law degree in his 30's and the Investment Management Certificate he also became a Fellow of the Personal Finance Society and a Certified Financial Planner before joining Margetts in 2003 at the launch of the Margetts Opes Funds. He later also became a Chartered Wealth Manager and Chartered Financial Planner.
Total return for Wayne Buttery
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
Discrete calendar year performance : Wayne Buttery

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
Wayne Buttery 15.3 4.3 -10.3 23.2 -5.1 2.8 3.0 17.6 4.6 7.1
Peer Group Composite 13.6 6.6 -7.9 21.7 2.8 5.2 6.6 19.5 3.5 7.6
Over / Under 1.7 -2.3 -2.4 1.5 -7.9 -2.4 -3.6 -1.9 1.1 -0.5
Performance vs peer group composite: Wayne Buttery
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
Outperformed peer group composite
3 years
out of a possible 10
Overall markets
Underperformed peer group composite
7 years
out of a possible 10
Rising markets
Outperformed peer group composite
3 years
out of a possible 9
Falling markets
Outperformed peer group composite
0 years
out of a possible 1
Funds currently managed
Fund Sole/Co-managed Sector Periods
Margetts Opes Growth Lead manager UT Global since Jan 14 2003 to present
Margetts Opes Income Lead manager UT Flexible Investment since Jan 14 2003 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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