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You are here: Manager factsheet

Richard Philbin
Valu-Trac Investment Managemen
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Manager profile
Richard Philbin is Chief Investment Officer of Wellian Investment Solutions. He is also the inventor of the highly regarded and publicised ‘Traffic Light Analysis’ system of assessing funds. Prior to Wellian, he was AXA Architas Multi Manager’s Chief Investment Officer where he chaired the investment committee and helped the company go from a foundling business to a top 5 player in the multi manager space in the UK with responsibility for assets of over £7 bn. Previously, Richard was Head of Multi Manager at F&C Investments. Whilst at F&C he launched the successful LifeStyle range of funds. Assets grew from £100m to over £1bn during his tenure.
Total return for Richard Philbin
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 Philbin

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 Philbin 13.5 0.1 -11.5 15.7 -2.5 3.8 -1.9 8.0 6.9 3.4
Peer Group Composite 13.2 0.7 -8.6 15.2 0.6 5.6 -0.8 7.3 8.8 2.7
Over / Under 0.3 -0.6 -2.9 0.5 -3.1 -1.8 -1.1 0.7 -1.9 0.7
Performance vs peer group composite: Richard Philbin
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
4 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
6 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
4 years
out of a possible 8
 
Falling markets
UpDown
Outperformed peer group composite
0 years
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
Discovery Balanced Co-managed UT Mixed Investment 40-85% Shares since Dec 01 2014 to present
Discovery Growth Co-managed UT Flexible Investment since Dec 01 2014 to present
VT Redlands Equity Portfolio Co-managed UT Global since Jun 07 2017 to present
VT Redlands Fixed Income Portfolio Co-managed UT Global Bonds since Jun 07 2017 to present
VT Redlands Multi-Asset Portfolio Co-managed UT Flexible Investment since Jun 07 2017 to present
VT Redlands Property Portfolio Co-managed UT UK Direct Property since Jun 07 2017 to present
Discovery Cautious Co-managed UT Mixed Investment 20-60% Shares since Mar 22 2019 to present
Funds managed previously
Fund Periods
EF 8AM Cautious since Aug 31 2012 to Mar 10 2020
EF 8AM Multi-Strategy Portfolio I since May 07 2013 to fund close
BMO MultiManager Balanced since Sep 01 2001 to May 01 2008
BMO MultiManager Growth since Sep 01 2001 to May 01 2008
BMO Managed Balanced since Sep 01 2002 to May 01 2008
CT Managed Growth since Sep 01 2002 to May 01 2008
BMO MultiManager Cautious since Feb 09 2004 to May 01 2008
BMO MultiManager Distribution since Feb 09 2004 to May 01 2008
WS Verbatim Portfolio 5 Growth since Mar 01 2010 to Dec 15 2010
News & Research: Related articles sector Sector fund Fund group Group manager Manager
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Sector Scottish Mortgage replaced by commodities trust as most-bought on ii; Fundsmith gets back into the top 10 By Matteo Anelli  02-Oct-2024
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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