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You are here: Manager factsheet

Guy Monson

Thesis Unit Trust Mgmt Ltd
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Manager profile
Guy Monson, CIO and Senior Partner of Sarasin & Partners LLP, has over 35 years of investment experience having joined the company in 1984. In 1988, he became manager of Sarasin’s flagship GlobalSar (now Multi Asset) family of balanced investment funds, winning awards for investment performance and risk profile. He has pioneered the use of thematic investment in the management of global equity portfolios and today leads the firm’s global investment and markets strategy for a wide range of charitable, endowment and private clients. Guy writes regularly in the international financial press and appears on Bloomberg and other financial channels. He is also a Trustee of the Invictus Games Foundation, a member of the London School of Economics Ideas Board and a Foundation Fellow of Lady Margaret Hall, Oxford University.
Total return for Guy Monson
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 : Guy Monson

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
Guy Monson 22.1 -0.1 -11.6 12.5 3.6 11.7 0.6 12.5 17.3 -
Peer Group Composite 16.2 1.0 -9.1 22.6 0.0 8.9 0.2 11.4 23.3 -
Over / Under 5.9 -1.1 -2.5 -10.1 3.6 2.8 0.4 1.1 -6.0 -
Performance vs peer group composite: Guy Monson
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
5 years
out of a possible 9
 
Overall markets
Up
Underperformed peer group composite
4 years
out of a possible 9
 
Rising markets
UpDown
Outperformed peer group composite
5 years
out of a possible 8
 
Falling markets
UpDown
Outperformed peer group composite
0 years
out of a possible 1
Funds currently managed
Fund Sole/Co-managed Sector Periods
Mazener Co-managed UT Flexible Investment since Mar 15 2017 to present
Funds managed previously
Fund Periods
Sarasin IE Global Equity Opportunities (GBP) since Nov 01 2015 to Mar 31 2021
Sarasin IE Global Equity Opportunities (USD) since Nov 01 2015 to Mar 31 2021
Sarasin IE Multi Asset Target Return since Mar 01 2018 to Jun 30 2023
Sarasin Global Higher Dividend (Sterling Hedged) since May 14 2016 to Aug 01 2021
Sarasin Global Higher Dividend since May 14 2016 to Jun 30 2021
Sarasin Global Higher Dividend since Sep 01 2007 to Jul 17 2012
Sarasin Global Higher Dividend (Sterling Hedged) since May 12 2009 to Jul 17 2012
JSS Thematic Equity - Global since May 01 2017 to fund close
Sarasin Thematic Global Equity (Sterling Hedged) since May 12 2009 to Nov 01 2011
Sarasin Global Dividend (Sterling Hedged) since May 14 2016 to Jun 30 2018
Sarasin Global Dividend since May 14 2016 to Jun 30 2018
AIM Multi-Asset since May 19 2008 to Jun 30 2010
Devonshire Conservative Real Return since May 19 2008 to Jun 30 2010
Devonshire Distribution Real Return since May 19 2008 to Jun 30 2010
Dynamic Euro Conservative Growth since May 19 2008 to Jun 30 2010
Dynamic US Dollar Growth since May 19 2008 to Jun 30 2010
Sarasin IE Multi Asset - Dynamic (GBP) since Jul 01 2010 to Dec 31 2011
Sarasin IE Multi Asset - Dynamic (USD) since Jul 01 2010 to Dec 31 2011
Sarasin Multi Asset - Strategic since Jul 01 2010 to Dec 31 2011
Sarasin Thematic Global Equity since Aug 02 2001 to Jan 01 2002
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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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