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Manager factsheet
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Manager profile
Rosanna Burcheri is Portfolio Manager, has investment experience of 24 years and educational qualification in Economics, Bocconi University. Completed Level 4 Certificate in ESG Investing, CFA Institute in partnership with the CFA Society UK. Current responsibilities are US Value Strategy: Fidelity Funds America Fund (SICAV), Fidelity American Special Situations Fund (OEIC) – Sep 2021 to present. Previous experiences are Artemis Investment Management, Global Equity Fund Manager – Oct 20211 to Sep 2021. FrontPoint Management, Senior European Portfolio Manager and Partner – Mar 2006 to 2011. Shell Pension Management Service, European Portfolio Manager – 2004 to 2005. M&G Investment Management, Pan European Fund Manager – 2000 to 2003. Paribas Asset Management, Junior Fund Manager – 1997 to 2000. A strong believer in ESG and it being a critical part of the investment process. An ambassador for the Diversity Project, a cross-company initiative championing a kore inclusive culture.
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Rosanna Burcheri is a Trustnet FE fundinfo Alpha Manager who has maintained a consistently high alpha score over a proven track record in rising and falling markets.
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Annualised total return over 15 years |
+8% |
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1 year |
3 years |
5 years |
7 years |
10 years |
Rosanna Burcheri |
19.1 |
59.6 |
87.5 |
148.3 |
295.9 |
Peer Group Composite
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-4.0 |
22.2 |
38.3 |
77.7 |
167.7 |
Over / Under |
23.1 |
37.4 |
49.2 |
70.6 |
128.2 |
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Total return for Rosanna Burcheri
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Discrete calendar year performance : Rosanna Burcheri
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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