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You are here: Manager factsheet

Ted Franks
FundRock Partners Ltd, FundRock Management Company S., iM Global Partner Asset Manage
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Manager profile
Ted is lead Fund Manager for the Fund. He joined WHEB Asset Management in March 2009, shortly after it was founded, and helped to launch the Sustainability Fund in June of that year. He was Associate Fund Manager for the Fund from October 2011, and co-Fund Manager from June 2015 until March 2016. Before joining WHEB, Ted gained extensive experience in the renewable energy, water, waste and healthcare sectors at Dresdner Kleinwort and KPMG, advising on investments with a total value of over €15bn over seven years. Ted is a CFA Charterholder, and a Chartered Accountant and has a degree in Philosophy and Economics from Bristol University.
Total return for Ted Franks
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 : Ted Franks

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
Ted Franks 13.3 -9.3 -20.3 22.6 13.7 8.2 -1.9 16.3 25.1 4.8
Peer Group Composite 20.1 2.4 -10.3 28.4 6.4 10.6 0.7 13.3 21.6 5.7
Over / Under -6.8 -11.7 -10.0 -5.8 7.3 -2.4 -2.6 3.0 3.5 -0.9
Performance vs peer group composite: Ted Franks
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 10
 
Overall markets
Up
Underperformed peer group composite
7 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
3 years
out of a possible 9
 
Falling markets
UpDown
Outperformed peer group composite
0 years
out of a possible 1
Funds currently managed
Fund Sole/Co-managed Sector Periods
FP WHEB Sustainability Impact Lead manager UT Global since Jun 01 2015 to present
WHEB Sustainable Impact Lead manager FO Equity - Ethical since Dec 04 2020 to present
iMGP Sustainable Europe Co-managed FO Equity - Europe inc UK since Jul 01 2022 to present
Funds managed previously
Fund Periods
FP WHEB Sustainability Impact since Oct 01 2011 to May 31 2015
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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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