Mark Elliott

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Fund Performance

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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).

FOLLOW ON FUNDSWIRE

Annualised total return over 16.9 years

+1.5%

Cumulative performance (% growth)

	1 year	3 years	5 years	7 years	10 years
Mark Elliott	-1.4	-0.6	8.9	17.4	34.4
Peer Group Composite	5.6	8.8	18.1	24.3	42.5
Over / Under	-7.0	-9.4	-9.2	-6.9	-8.1

Total return for Mark Elliott

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

54-90m

66-102m

78-114m

90-126m

102-138m

Discrete calendar year performance : Mark Elliott

Discrete performance

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

Mark Elliott	-1.4	2.9	-1.7	14.8	-4.6	3.7	3.7	9.0	-1.5	7.1
Peer Group Composite	5.6	0.6	2.4	21.5	-10.6	0.5	4.5	10.9	-2.6	6.1
Over / Under	-7.0	2.3	-4.1	-6.7	6.0	3.2	-0.8	-1.9	1.1	1.0

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

Outperformed peer group composite

5 years

out of a possible 10

Overall markets

Underperformed peer group composite

5 years

out of a possible 10

Rising markets

Outperformed peer group composite

3 years

out of a possible 8

Falling markets

Outperformed peer group composite

2 years

out of a possible 2

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