Giles Worthington

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Fund Performance

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Manager factsheet

Giles Worthington
Evelyn Partners Fund Solutions, Sanlam Investments UK Limited
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Manager profile

Giles is the lead fund manager of the SVS Sanlam European Equity Fund and co-manager of the Sanlam Asia Pacific Artificial Intelligence Fund. Prior to joining Sanlam in January 2021 he worked as a fund manager at Smith & Williamson and before that at M&G where he initially managed the European Smaller Companies Fund and then the Pan European Fund. He was promoted to head of European equities in 2007.

FOLLOW ON FUNDSWIRE

Annualised total return over 19.3 years

+5.3%

Cumulative performance (% growth)

	1 year	3 years	5 years	7 years	10 years
Giles Worthington	14.7	17.3	56.3	59.5	-
Peer Group Composite	17.3	22.4	55.8	62.0	-
Over / Under	-2.6	-5.1	0.5	-2.5	-

Total return for Giles Worthington

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

53-89m

65-101m

77-113m

89-125m

101-137m

Discrete calendar year performance : Giles Worthington

Discrete performance

	0-12m	12-24m	24-36m	36-48m	48-60m	60-72m	72-84m	84-96m	96-108m	108-120m

Giles Worthington	14.7	1.8	0.5	35.7	-2.9	-7.9	11.6	17.0	-2.1	-
Peer Group Composite	17.3	0.5	3.8	39.6	-8.8	-1.5	5.5	23.9	-2.0	-
Over / Under	-2.6	1.3	-3.3	-3.9	5.9	-6.4	6.1	-6.9	-0.1	-

Performance vs peer group composite: Giles Worthington

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

3 years

out of a possible 9

Overall markets

Underperformed peer group composite

6 years

out of a possible 9

Rising markets

Outperformed peer group composite

2 years

out of a possible 6

Falling markets

Outperformed peer group composite

1 year

out of a possible 3

Funds currently managed

Fund	Sole/Co-managed	Sector	Periods

SVS Sanlam European Equity	Lead manager	UT Europe Excluding UK	since Nov 17 2014 to present
Sanlam Asia Pacific Artificial Intelligence	Co-managed	FO Equity - Tech Media & Telecom	since Feb 15 2022 to present

Funds managed previously

Fund	Periods

M&G European Sustain Paris Aligned	since Sep 30 2003 to Jan 24 2011
M&G Pan European Select Smaller Companies	since Mar 01 2001 to Jan 31 2007
M&G European Special Situations	since Feb 01 2008 to Jul 31 2010
M&G European Select	since Jun 01 2007 to Nov 30 2007