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You are here: Manager factsheet

Algernon Percy

Waverton Investment Management
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Manager profile
Algernon sits on the Board of Waverton Investment Management as Managing Director and is a member of the firm's Asset Allocation Committee. Having in the past been manager of the Waverton Portfolio Fund and the Waverton Multi-Asset Growth Fund, he is a member of Waverton's Multi-Asset Team and remains involved as a secondary manager of those funds. Algernon also previously ran a number of direct client portfolios and continues to support the Private Client team. Algernon graduated from Christ Church, Oxford with a degree in History and is an Associate of the Chartered Institute for Securities & Investment (CISI). He joined Waverton in 2003, having previously worked for nine years in the Private Client department of Mercury Asset Management (later Merrill Lynch Investment Managers).
Total return for Algernon Percy
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
 
 
 
 
 
56-92m
 
 
 
 
 
 
 
 
 
68-104m
 
 
 
 
 
 
 
 
 
80-116m
 
 
 
 
 
 
 
 
 
92-128m
 
 
 
 
 
 
 
 
 
104-140m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Algernon Percy

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
Algernon Percy 16.6 6.4 -3.0 14.6 4.2 7.4 5.9 19.0 5.5 5.5
Peer Group Composite 12.2 3.9 -8.2 16.5 0.2 4.0 5.0 16.4 1.9 6.6
Over / Under 4.4 2.5 5.2 -1.9 4.0 3.4 0.9 2.6 3.6 -1.1
Performance vs peer group composite: Algernon Percy
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
8 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
2 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
7 years
out of a possible 9
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 1
Funds currently managed
Fund Sole/Co-managed Sector Periods
WS Waverton Portfolio Co-managed UT Mixed Investment 40-85% Shares since Nov 01 2021 to present
Funds managed previously
Fund Periods
WS Waverton Portfolio since Nov 30 2009 to Dec 31 2021
Waverton Multi-Asset Growth since Feb 15 2021 to Dec 31 2021
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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