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You are here: Manager factsheet

Richard Penny
Thesis Unit Trust Mgmt Ltd
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Manager profile
Richard joined CRUX Asset Management in June 2018 from Legal & General Investment Management. Richard had worked at LGIM for 15 years where he managed the award-winning L&G UK Alpha Trust and L&G UK Special Situations Trust as well as several segregated mandates. Previously he worked at M&G Investment Management and prior to that Scottish Amicable Investment Management. Richard has a master’s degree in Engineering and Economics from Oxford University. Richard manages the TM CRUX UK Special Situations Fund and the TM CRUX UK Core Fund.
Total return for Richard Penny
Manager career performance
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 : Richard Penny

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
Richard Penny 15.3 -9.1 -11.0 62.5 -15.1 10.1 - 23.3 12.0 2.1
Peer Group Composite 19.0 0.8 -12.7 36.0 -15.6 6.8 - 15.5 8.3 5.6
Over / Under -3.7 -9.9 1.7 26.5 0.5 3.3 - 7.8 3.7 -3.5
Performance vs peer group composite: Richard Penny
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
6 years
out of a possible 9
 
Overall markets
Up
Underperformed peer group composite
3 years
out of a possible 9
 
Rising markets
UpDown
Outperformed peer group composite
4 years
out of a possible 7
 
Falling markets
UpDown
Outperformed peer group composite
2 years
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
TM CRUX UK Special Situations Lead manager UT UK All Companies since Oct 01 2018 to present
TM CRUX UK Core Lead manager UT UK All Companies since Nov 22 2021 to present
TM CRUX UK Smaller Companies Lead manager UT UK Smaller Companies since Oct 25 2022 to present
Funds managed previously
Fund Periods
L&G UK Alpha Trust since May 27 2005 to Dec 31 2017
L&G UK Special Situations Trust since May 01 2014 to Dec 31 2017
M&G Smaller Companies since Apr 30 1999 to Sep 28 2001
L&G UK Active Opportunities since May 01 2014 to fund close
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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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