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

Password Reminder
Not Registered? Click Here

Register

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

Wayne Buttery
Margetts Fund Management
pdfIcon Manager factsheet pdf    rss feed RSS Feed
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
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 : 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 21.0 2.4 -13.1 22.7 -3.0 9.8 -5.4 9.2 15.9 6.7
Peer Group Composite 19.0 2.2 -10.3 23.5 3.8 8.9 -0.5 11.4 17.2 4.8
Over / Under 2.0 0.2 -2.8 -0.8 -6.8 0.9 -4.9 -2.2 -1.3 1.9
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
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
4 years
out of a possible 8
 
Falling markets
UpDown
Outperformed peer group composite
0 years
out of a possible 2
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
News & Research: Related articles sector Sector fund Fund group Group manager Manager
Sector A manager’s dilemma: Is Nvidia the next Cisco? By Matteo Anelli  31-Oct-2024
Sector Brunner’s Bishop: Quality and growth are meaningless without value By Matteo Anelli  25-Oct-2024
Sector Scottish Mortgage and other underperforming trusts to hold on to By Matteo Anelli  16-Oct-2024
Sector The cheapest and most expensive investment trusts out there By Emma Wallis  09-Oct-2024
Sector Scottish Mortgage’s buybacks top board’s £1bn target By Jonathan Jones  07-Oct-2024
Sector Nine funds and trusts gain Square Mile’s seal of approval By Emma Wallis  04-Oct-2024
Sector Scottish Mortgage replaced by commodities trust as most-bought on ii; Fundsmith gets back into the top 10 By Matteo Anelli  02-Oct-2024
Fund The long-term laggard multi-asset portfolios that have rebounded By Patrick Sanders  19-Sep-2024
Sector Contrarian managers defend their ‘ugly ducklings’ By Emma Wallis  13-Sep-2024
Sector The investment trust threatening to replace Scottish Mortgage as Trustnet’s most researched By Gary Jackson  09-Sep-2024
Sector The areas where Baillie Gifford funds are excelling and struggling By Matteo Anelli  09-Sep-2024
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.

LATEST :

Five reasons to keep hold of your defensive funds

13:00 | Monday, January 20, 2014

Close

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

© Trustnet Limited 2024. All Rights Reserved.
Please read our Terms of Use / Disclaimer and Privacy and Cookie Policy.
Data supplied in conjunction with Refinitiv and London Stock Exchange Plc