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You are here: Manager factsheet

Ned Kelly
Aviva Investors UK Fd Serv Ltd, Aviva Investors Luxembourg S.A
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Manager profile
Ned joined the investment industry in 1998; Aviva Investors in July 2001 and is responsible for Index funds and futures execution. Prior to joining Aviva Investors, Ned worked for Legal & General Investment Management as an index fund analyst. Prior to L&G, he was with Barclays Global Investors as a client accountant. Ned holds a BA (Hons) in European Business Systems from London Guildhall University and the Investment Management Certificate.
Total return for Ned Kelly
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
 
 
 
 
 
53-89m
 
 
 
 
 
 
 
 
 
65-101m
 
 
 
 
 
 
 
 
 
77-113m
 
 
 
 
 
 
 
 
 
89-125m
 
 
 
 
 
 
 
 
 
101-137m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Ned Kelly

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
Ned Kelly 12.1 -2.2 6.6 35.8 -12.9 5.3 3.0 33.2 -5.8 17.2
Peer Group Composite 10.3 -3.1 1.7 40.3 -13.4 3.2 4.2 28.9 -6.5 12.4
Over / Under 1.8 0.9 4.9 -4.5 0.5 2.1 -1.2 4.3 0.7 4.8
Performance vs peer group composite: Ned Kelly
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
5 years
out of a possible 7
 
Falling markets
UpDown
Outperformed peer group composite
3 years
out of a possible 3
Funds currently managed
Fund Sole/Co-managed Sector Periods
Aviva Inv International Index Tracking Co-managed UT Global since Jul 01 2001 to present
Aviva Investors Global Emerging Markets Index Co-managed FO Equity - Emerging Markets since Dec 01 2010 to present
Aviva Inv UK Index Tracking Co-managed UT UK All Companies since Jun 17 2017 to present
Funds managed previously
Fund Periods
Aviva Inv Blue Chip Tracking since Jan 01 2001 to fund close
Aviva Inv Stakeholder Savings since Apr 06 2005 to fund close
Aviva Investors Index Opportunities since Apr 23 2010 to fund close
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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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