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You are here: Manager factsheet

Stephen Peters
Barclays Bank Plc, Barclays
pdfIcon Manager factsheet pdf    rss feed RSS Feed
Manager profile
Stephen joined Charles Stanley in July 2007 and is responsible for all investment trust and closed ended fund research. He is a CFA Charterholder and has 11 years investment experience
Total return for Stephen Peters
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 : Stephen Peters

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
Stephen Peters 16.1 2.1 -12.5 38.3 -23.7 6.5 -3.1 9.6 - 0.0
Peer Group Composite 17.7 1.9 -14.7 35.7 -17.1 6.1 -3.9 10.0 - 0.4
Over / Under -1.6 0.2 2.2 2.6 -6.6 0.4 0.8 -0.4 - -0.4
Performance vs peer group composite: Stephen Peters
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
3 years
out of a possible 6
 
Falling markets
UpDown
Outperformed peer group composite
2 years
out of a possible 3
Funds currently managed
Fund Sole/Co-managed Sector Periods
Barclays UK Alpha Lead manager UT UK All Companies since Jan 01 2017 to present
Barclays UK Equity Income Lead manager UT UK Equity Income since Jan 01 2017 to present
Barclays GlobalAccess UK Opportunities Lead manager FO Equity - UK since Mar 31 2017 to present
Barclays UK Small and Mid Cap Lead manager UT UK Smaller Companies since May 28 2021 to present
Barclays Multi-Asset Sustainable Co-managed UT Mixed Investment 40-85% Shares since Jan 01 2022 to present
Funds managed previously
Fund Periods
FP Matterley International Growth Portfolio since Apr 01 2011 to fund close
Barclays UK Opportunities since Jan 01 2017 to fund close
Barclays GlobalAccess UK Alpha since Mar 31 2017 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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