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You are here: Manager factsheet

Julie-Ann Ashcroft
Volare, IFSL
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Manager profile
Julie-Ann Ashcroft is Head of Sustainability and Investments. She is the lead manager of the Balanced Bridge Fund, ASCOS Income Fund and Charity Strategies in addition to leading sustainable investment. In her role as Head of Sustainability, she is responsible for ensuring the integration of ESG analysis throughout the investment process in addition to embedding its consideration throughout abrdn's operations and business strategy. Julie-Ann has been with the business since 2007, joining following the Newton private client and charity acquisition in 2013. Julie-Ann is a CFA Charterholder and a Member of the Chartered Institute for Securities and Investments. She completed four years of PhD research at Imperial College, London after graduating from Sheffield University.
Total return for Julie-Ann Ashcroft
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 : Julie-Ann Ashcroft

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
Julie-Ann Ashcroft 14.7 1.5 -10.0 15.9 3.7 9.6 -1.2 8.2 14.2 4.6
Peer Group Composite 14.4 1.9 -10.7 20.2 -0.3 8.2 -1.5 8.9 16.4 3.0
Over / Under 0.3 -0.4 0.7 -4.3 4.0 1.4 0.3 -0.7 -2.2 1.6
Performance vs peer group composite: Julie-Ann Ashcroft
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
6 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
4 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
3 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
Volare Balanced Bridge Lead manager UT Mixed Investment 40-85% Shares since Jun 01 2010 to present
IFSL CAF ESG Income and Growth Lead manager UT Mixed Investment 20-60% Shares since Jun 13 2022 to present
IFSL CAF ESG Cautious Co-managed (deputy) UT Mixed Investment 0-35% Shares since Jun 13 2022 to present
Funds managed previously
Fund Periods
ASC Global Balanced since Feb 08 2001 to fund close
Volare Bridge since Apr 01 2009 to Sep 30 2013
IFSL CAF ESG Growth since Jun 13 2022 to Aug 06 2023
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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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