PLEASE TELL US A LITTLE ABOUT YOURSELF SO THAT WE CAN DISPLAY THE MOST
APPROPRIATE CONTENT TO YOU:

This site uses cookies. Some of the cookies are essential for parts of the site to operate and have already been set. You may delete and block all cookies from this site, but if you do, parts of the site may not work. To find out more about cookies used on Trustnet and how you can manage them, see our Privacy and Cookie Policy.

By clicking "I Agree" below, you acknowledge that you accept our Privacy Policy and Terms of Use.

For more information Click here

Login

Password Reminder
Not Registered? Click Here

Register

Register
It's look like you're leaving us

What would you like us to do with the funds you've selected

Show me all my options Forget them Save them
Customise this table
You are here: Manager factsheet

Jeremy Hall
Aberforth Partners, Aberforth Unit Trust Mgrs Ltd
pdfIcon Manager factsheet pdf    rss feed RSS Feed
Manager profile
Jeremy joined Aberforth in October 2018 and became a Partner in January 2020. He is responsible for the following sectors - Banks; Finance and Credit Services; Investment Banking and Brokerage Services; and Tobacco. Jeremy has passed all three levels of the CFA programme.
Total return for Jeremy Hall
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 : Jeremy Hall

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
Jeremy Hall 16.0 3.4 -11.9 49.1 -15.7 6.9 - - -2.2 0.6
Peer Group Composite 23.5 -1.1 -28.3 57.2 -4.7 2.7 - - 6.0 4.9
Over / Under -7.5 4.5 16.4 -8.1 -11.0 4.2 - - -8.2 -4.3
Performance vs peer group composite: Jeremy Hall
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
3 years
out of a possible 8
 
Overall markets
Up
Underperformed peer group composite
5 years
out of a possible 8
 
Rising markets
UpDown
Outperformed peer group composite
1 year
out of a possible 5
 
Falling markets
UpDown
Outperformed peer group composite
2 years
out of a possible 3
Funds currently managed
Fund Sole/Co-managed Sector Periods
Aberforth Smaller Companies Trust plc Co-managed IT UK Smaller Companies since Oct 01 2018 to present
Aberforth UK Small Companies Co-managed UT UK Smaller Companies since Oct 01 2018 to present
Aberforth Geared Value & Income Trust PLC Co-managed IT UK Smaller Companies since Jul 01 2024 to present
Funds managed previously
Fund Periods
TM Cartesian UK Opportunities since Aug 01 2007 to fund close
TM Cartesian UK Enhanced Alpha since Nov 08 2007 to fund close
Ignis Intl Cartesian Enhanced Alpha since Nov 08 2007 to fund close
Ignis Intl Cartesian UK Equity Long Short since Aug 01 2007 to fund close
Aberforth Split Level Income Trust PLC since Oct 01 2018 to Jun 24 2024
TM Cartesian UK Absolute Alpha since Aug 01 2011 to fund close
Ignis Cartesian UK Opportunities since Aug 01 2011 to fund close
SVM World Equity since Sep 30 2005 to Nov 15 2005
News & Research: Related articles sector Sector fund Fund group Group manager Manager
Fund Unicorn’s Peter Walls’ newest investment and favoured sectors By Emma Wallis  06-Nov-2024
Sector High-risk investment trusts worth adding to your portfolio By Jonathan Jones  17-Oct-2024
Sector Scottish Mortgage and other underperforming trusts to hold on to By Matteo Anelli  16-Oct-2024
Sector Stocks that investment trust managers are backing for a UK recovery By James Carthew  14-Oct-2024
Sector The global equity race: Step aside hare, here comes the tortoise… By Jo Groves  09-Oct-2024
Sector The cheapest and most expensive investment trusts out there By Emma Wallis  09-Oct-2024
Sector The Woodford holding that was the best performer for Capital Gearing this year By Matteo Anelli  04-Oct-2024
Sector The investment trust threatening to replace Scottish Mortgage as Trustnet’s most researched By Gary Jackson  09-Sep-2024
Sector The best and worst performing funds and trusts in August By Jonathan Jones  02-Sep-2024
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.

LATEST :

Five reasons to keep hold of your defensive funds

13:00 | Monday, January 20, 2014

Close

You are currently using an old browser which will not be supported by Trustnet after 31/07/2016. To ensure you benefit from all features on the site, please update your browser.   Close

© Trustnet Limited 2024. All Rights Reserved.
Please read our Terms of Use / Disclaimer and Privacy and Cookie Policy.
Data supplied in conjunction with Refinitiv and London Stock Exchange Plc