Guy Monson

Toolset

Fund Performance

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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.

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Annualised total return over 14.5 years

+4.1%

Cumulative performance (% growth)

	1 year	3 years	5 years	7 years	10 years
Guy Monson	22.1	8.2	26.6	42.3	-
Peer Group Composite	16.2	6.9	31.2	43.1	-
Over / Under	5.9	1.3	-4.6	-0.8	-

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

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

Outperformed peer group composite

5 years

out of a possible 9

Overall markets

Underperformed peer group composite

4 years

out of a possible 9

Rising markets

Outperformed peer group composite

5 years

out of a possible 8

Falling markets

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