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You are here: Manager factsheet

Kenneth A Broekaert

St. Jamess Place UT Group Ltd
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Manager profile
Ken is Vice President and Portfolio Manager of European Equities at Burgundy Asset Management. Ken joined Burgundy in April 2003, having previously worked at The Boston Consulting Group, working closely with the senior management of blue chip companies, developing and implementing business strategies to enhance competitive advantage and drive profitable growth. Ken graduated from the Richard Ivey School of Business in 1998 and earned his MBA in 2003. He was awarded the Chartered Financial Analyst designation in 2005 and is a member of the CFA institute.
Total return for Kenneth A Broekaert
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 : Kenneth A Broekaert

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
Kenneth A Broekaert 10.1 6.7 -5.7 17.6 4.6 4.2 1.8 26.9 3.3 8.6
Peer Group Composite 13.0 7.1 -5.3 27.5 4.8 0.7 5.8 27.4 -2.5 6.7
Over / Under -2.9 -0.4 -0.4 -9.9 -0.2 3.5 -4.0 -0.5 5.8 1.9
Performance vs peer group composite: Kenneth A Broekaert
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
2 years
out of a possible 8
Falling markets
Outperformed peer group composite
1 year
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
SJP Greater European Progressive Co-managed UT Europe Including UK since Sep 01 2009 to present
Funds managed previously
Fund Periods
SJP Global Quality since Dec 15 2015 to Dec 14 2020
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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