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You are here: Manager factsheet

Ian Rees

Premier Asset Management, Margetts Fund Management
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FE Trustnet verdict
Overall, performing about the same as the peer group composite. Nevertheless, over a long track record, the manager has, period by period, consistently managed to outperform the peer group. stock picking has not really benefited results, which have not been particularly exposed to falling markets.
Manager profile
Ian has been with Premier since 2000 and joined the Pooled Funds team in April 2005. Ian was formerly the Senior Research Analyst for Closed End funds and has worked on Global Equity and Utility & Infrastructure.
Total return for Ian Rees
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
 
 
 
 
 
1-37m
 
 
 
 
 
 
 
 
 
13-49m
 
 
 
 
 
 
 
 
 
25-61m
 
 
 
 
 
 
 
 
 
37-73m
 
 
 
 
 
 
 
 
 
49-85m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Ian Rees

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
Ian Rees 1.6 3.9 11.3 6.3 6.2 5.7 17.8 0.9 10.4 14.3
Peer Group Composite 4.0 4.2 9.3 5.2 6.1 3.8 13.8 -0.4 9.2 12.1
Over / Under -2.4 -0.3 2.0 1.1 0.1 1.9 4.0 1.3 1.2 2.2
Performance vs peer group composite: Ian Rees
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
8 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
2 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
7 years
out of a possible 9
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 1
Funds currently managed
Fund Sole/Co-managed Sector Periods
Premier Multi-Asset Distribution Co-managed UT Mixed Investment 20-60% Shares since Apr 01 2005 to present
Premier Liberation V Co-managed UT Mixed Investment 20-60% Shares since Dec 06 2005 to present
Premier Multi-Asset Monthly Income Co-managed UT Mixed Investment 20-60% Shares since Jan 05 2009 to present
Premier Multi-Asset Absolute Return Co-managed UT Targeted Absolute Return since Dec 01 2009 to present
Premier Multi-Asset Growth & Income Co-managed UT Mixed Investment 40-85% Shares since Apr 01 2010 to present
Premier Multi-Asset Conservative Growth Co-managed UT Mixed Investment 20-60% Shares since Jul 01 2010 to present
Premier Multi-Asset Global Growth Co-managed UT Flexible Investment since Jul 01 2012 to present
Premier Liberation IV Co-managed UT Mixed Investment 20-60% Shares since Dec 01 2012 to present
Premier Liberation VI Co-managed UT Mixed Investment 40-85% Shares since Dec 01 2012 to present
Premier Liberation VII Co-managed UT Flexible Investment since Dec 01 2012 to present
Sentinel Universal Portfolio Co-managed UT Mixed Investment 40-85% Shares since Sep 30 2013 to present
Funds managed previously
Fund Periods
Premier Multi Asset Growth since Feb 01 1999 to fund close
Equity Income since Mar 15 2006 to fund close
Compass Balanced since Oct 13 2008 to fund close
Navigatio Euro Balanced since Apr 20 2007 to Apr 30 2011
Navigatio Euro Conservative since Apr 20 2007 to Apr 30 2011
Premier Liberation VIII since Dec 01 2012 to fund close
Navigatio Sterling Balanced since Apr 20 2007 to fund close
PPM Accel Green since Apr 01 2005 to Dec 31 2007
Premier Provenance since Dec 12 2005 to Jan 01 2008
Premier Brunel Distribution Portfolio since Mar 01 2007 to fund close
Premier Brunel Growth Portfolio since Mar 01 2007 to fund close
Data provided by FE. Care has been taken to ensure that the information is correct, but FE 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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