Ben Elwes

Toolset

Fund Performance

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Manager factsheet

Ben Elwes
Waystone Management Company (I
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Manager profile

Ben is a portfolio manager responsible for UK equity funds. Prior to joining Sarasin & Partners in 2017, he spent nine years at GIC Private Ltd where he managed European and UK equity funds. Previous roles include a similar position at Henderson Global Investors, where he rose to Director and Head of the Mainstream European team, and a graduate role at Friends Provident. Ben is an Associate of the Society of Investment Professionals and a Member of the CFA Institute.

FOLLOW ON FUNDSWIRE

Annualised total return over 10 years

-0.2%

Cumulative performance (% growth)

	1 year	3 years	5 years	7 years	10 years
Ben Elwes	19.2	-11.2	-8.7	-5.9	-
Peer Group Composite	15.6	-7.1	16.7	18.9	-
Over / Under	3.6	-4.1	-25.4	-24.8	-

Total return for Ben Elwes

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 : Ben Elwes

Discrete performance

	0-12m	12-24m	24-36m	36-48m	48-60m	60-72m	72-84m	84-96m	96-108m	108-120m

Ben Elwes	19.2	-1.0	-24.7	18.7	-13.7	8.4	-4.9	-	-	-
Peer Group Composite	15.6	-1.8	-18.3	37.4	-8.6	5.7	-3.6	-	-	-
Over / Under	3.6	0.8	-6.4	-18.7	-5.1	2.7	-1.3	-	-	-

Performance vs peer group composite: Ben Elwes

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 7

Overall markets

Underperformed peer group composite

4 years

out of a possible 7

Rising markets

Outperformed peer group composite

2 years

out of a possible 3

Falling markets

Outperformed peer group composite

1 year

out of a possible 4

Funds currently managed

Fund	Sole/Co-managed	Sector	Periods

Sarasin IE Sustainable Global Real Estate Equity	Co-managed	FO Property - International	since Jun 01 2021 to present

Funds managed previously

Fund	Periods

Sarasin UK Thematic Smaller Companies	since Jul 11 2017 to fund close
Sarasin Fund for Charities - Thematic UK Equity (GBP)	since Jul 11 2017 to fund close
Janus Henderson European	since Sep 30 2001 to Apr 30 2004
Sarasin Global Equity Real Return	since Apr 01 2022 to Nov 30 2023
Sarasin Fund of Funds - Global Diversified Growth	since Aug 08 2020 to fund close
Sarasin Fund of Funds - Global Equity	since Aug 08 2020 to fund close
Sarasin IE IE Sustainable Global Real Estate Equity (USD)	since Dec 01 2019 to Jun 24 2020