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You are here: Manager factsheet

Tom Nelson

Ninety One Luxembourg S.A., Ninety One Fund Managers UK Li
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Trustnet verdict
Overall, performing worse than the peer group composite. Nevertheless, over a long track record, the manager has outperformed the peer group more often than not. stock picking has not really benefited results, which have tended to be relatively better in a rising market.
Manager profile
Tom is Head of Natural Resources at Ninety One. He is co-portfolio manager of the Energy and Natural Resources strategies, which invest directly in equities in these sectors. Tom is part of the Sustainability leadership team, and was instrumental in the launch of the Global Environment strategy. Tom joined the firm in 2012 and before that spent seven years at Guinness Asset Management where he was part of the team that managed the outsourced Investec Global Energy Fund from 2005 to 2008, and was subsequently co-portfolio manager of the Guinness Global Energy Fund from 2008 onwards. Tom holds the UKSIP Level III Certificate in Investment Management and an MA in Modern Languages (French and German) from the University of Oxford.
Total return for Tom Nelson
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
 
 
 
 
 
8-44m
 
 
 
 
 
 
 
 
 
20-56m
 
 
 
 
 
 
 
 
 
32-68m
 
 
 
 
 
 
 
 
 
44-80m
 
 
 
 
 
 
 
 
 
56-92m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Tom Nelson

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
Tom Nelson -17.4 0.8 6.4 3.2 2.0 -28.7 14.3 - -25.7 35.0
Peer Group Composite -0.6 0.8 6.1 1.4 12.4 -15.7 3.7 - -18.3 20.9
Over / Under -16.8 0.0 0.3 1.8 -10.4 -13.0 10.6 - -7.4 14.1
Performance vs peer group composite: Tom Nelson
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
5 years
out of a possible 9
 
Overall markets
Up
Underperformed peer group composite
4 years
out of a possible 9
 
Rising markets
UpDown
Outperformed peer group composite
5 years
out of a possible 6
 
Falling markets
UpDown
Outperformed peer group composite
0 years
out of a possible 3
Funds currently managed
Fund Sole/Co-managed Sector Periods
Ninety One Global Energy Co-managed FO Commodity & Energy since Feb 01 2013 to present
Ninety One Global Energy Co-managed UT Specialist since Feb 01 2013 to present
Ninety One Enhanced Natural Resources Co-managed UT Specialist since Apr 01 2015 to present
Ninety One Global Natural Resources Co-managed FO Commodity & Energy since Apr 01 2015 to present
Funds managed previously
Fund Periods
Ninety One Enhanced Natural Resources since Apr 01 2015 to fund close
Guinness Global Energy since Mar 28 2008 to May 31 2012
Ninety One Enhanced Global Energy since Feb 01 2013 to fund close
Ninety One Active Commodities since Mar 01 2017 to Jul 19 2018
Ninety One Global Commodities & Resources since Apr 01 2015 to fund close
Ninety One Global Energy Long Short since Feb 01 2013 to fund close
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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