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You are here: Manager factsheet

Tom Nelson

Investec Asset Management Luxe, Investec Fund Managers (UK)
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FE Trustnet verdict
Overall, performing about the same as the peer group composite. However, over a long track record, the manager has, period by period, over- and under-performed roughly equally. stock picking has not really benefited results, which have tended to be relatively better in a falling market.
Manager profile
Tom is the Head of Natural Resources at Investec Asset Management. He joined the team in 2012 as co-portfolio manager of the Global Energy Fund. Prior to Investec Asset Management, Tom spent seven years at Guinness Asset Management. He was part of the team that managed the outsourced Investec Global Energy Fund from 2005 to 2008, and was subsequently instrumental in the launch of the Guinness Global Energy Fund in 2008. Tom was co-portfolio manager of the Guinness Global Energy Fund and was also co-portfolio manager of the Guinness Thematic Equity Fund from its launch in 2010. He was also co-portfolio manager of the Guinness Energy Hedge Fund. 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
 
 
 
 
 
3-39m
 
 
 
 
 
 
 
 
 
15-51m
 
 
 
 
 
 
 
 
 
27-63m
 
 
 
 
 
 
 
 
 
39-75m
 
 
 
 
 
 
 
 
 
51-87m
 
 
 
 
 
 
 
 
 
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 -2.2 5.5 2.2 28.4 -35.4 2.1 -1.3 1.9 -9.4 4.9
Peer Group Composite 3.2 2.2 -0.8 32.4 -20.8 -2.7 -11.1 -4.1 -7.1 13.4
Over / Under -5.4 3.3 3.0 -4.0 -14.6 4.8 9.8 6.0 -2.3 -8.5
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 10
 
Overall markets
Up
Underperformed peer group composite
5 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
1 year
out of a possible 4
 
Falling markets
UpDown
Outperformed peer group composite
4 years
out of a possible 6
Funds currently managed
Fund Sole/Co-managed Sector Periods
Investec Global Energy Co-managed FO Commodity & Energy since Feb 01 2013 to present
Investec Global Energy Co-managed UT Specialist since Feb 01 2013 to present
Investec Enhanced Natural Resources Co-managed UT Specialist since Apr 01 2015 to present
Investec Global Natural Resources Co-managed FO Commodity & Energy since Apr 01 2015 to present
Funds managed previously
Fund Periods
Investec Enhanced Natural Resources since Apr 01 2015 to fund close
Guinness Global Energy since Mar 28 2008 to May 31 2012
Investec Enhanced Global Energy since Feb 01 2013 to fund close
Investec Active Commodities since Mar 01 2017 to Jul 19 2018
Investec Global Commodities & Resources since Apr 01 2015 to fund close
Investec Global Energy Long Short since Feb 01 2013 to fund close
Data provided by FE. Care has been taken to ensure that the information is correct, but FE 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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