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You are here: Manager factsheet

Mark Elliott
ConBrio Fund Partners Limited
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Manager profile
I’m Mark Elliott, a partner at Castlefield and a member of our investment management team. I’m the lead manager of the CFP Castlefield Sustainable UK Opportunities Fund and the CFP Castlefield Real Return Fund. I’m a charter holder (Chartered Financial Analyst) of the CFA Institute as well as an individually chartered member of the Chartered Institute for Securities & Investment (CISI).
Total return for Mark Elliott
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 : Mark Elliott

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
Mark Elliott 13.4 -2.1 -9.8 15.9 -6.0 6.7 0.6 8.2 3.5 6.5
Peer Group Composite 13.5 2.5 -7.3 26.0 -11.7 4.3 -2.4 9.2 4.9 4.5
Over / Under -0.1 -4.6 -2.5 -10.1 5.7 2.4 3.0 -1.0 -1.4 2.0
Performance vs peer group composite: Mark Elliott
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
2 years
out of a possible 7
 
Falling markets
UpDown
Outperformed peer group composite
2 years
out of a possible 3
Funds currently managed
Fund Sole/Co-managed Sector Periods
CFP Castlefield Sustainable UK Opportunities Lead manager UT UK All Companies since Jun 01 2007 to present
CFP Castlefield Real Return Lead manager UT Targeted Absolute Return since Mar 01 2011 to present
Funds managed previously
Fund Periods
CFP Castlefield B.E.S.T Sustainable Income since Apr 01 2019 to fund close
CFP Castlefield B.E.S.T Sustainable Income since Apr 01 2010 to Jul 31 2012
ConBrio UK Equity since Nov 01 2009 to Mar 31 2010
CFP Castlefield Sustainable European since Sep 01 2023 to Sep 30 2023
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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