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You are here: Manager factsheet

Henry Lowson

Royal London Unit Tst Mgrs Ltd
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Manager profile
Henry Lowson – Head of UK Alpha Equities Henry joined Royal London Asset Management in September 2016 as a Senior Fund Manager and is lead manager on the RL UK Smaller Companies Fund and RL UK Mid Cap Fund. Henry began his fund management career in 2005, spending almost 12 years working for AXA Investment Managers. In May 2012 he became lead Fund Manager of the AXA Framlington UK Smaller Companies Fund, which he ran successfully until joining RLAM. He was also responsible for co-managing a variety of segregated UK small/mid cap mandates while at AXA. He is a CFA Charterholder and a Member of the Chartered Institute for Securities and Investment. Henry graduated from Edinburgh University in 2004 with a MA (Hons) degree in Economics and Geography.
Total return for Henry Lowson
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
 
 
 
 
 
55-91m
 
 
 
 
 
 
 
 
 
67-103m
 
 
 
 
 
 
 
 
 
79-115m
 
 
 
 
 
 
 
 
 
91-127m
 
 
 
 
 
 
 
 
 
103-139m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Henry Lowson

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
Henry Lowson 13.1 -8.9 -14.8 38.3 -4.1 -1.0 9.5 17.1 6.3 17.5
Peer Group Composite 13.7 -6.2 -7.7 39.0 -8.5 -4.5 10.5 20.6 1.5 7.6
Over / Under -0.6 -2.7 -7.1 -0.7 4.4 3.5 -1.0 -3.5 4.8 9.9
Performance vs peer group composite: Henry Lowson
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
4 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
6 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
2 years
out of a possible 6
 
Falling markets
UpDown
Outperformed peer group composite
2 years
out of a possible 4
Funds currently managed
Fund Sole/Co-managed Sector Periods
Royal London UK Smaller Companies Lead manager UT UK Smaller Companies since Sep 01 2016 to present
Royal London UK Mid-Cap Growth Lead manager UT UK All Companies since Jan 01 2018 to present
Royal London UK Opportunities Co-managed UT UK All Companies since Feb 01 2023 to present
Funds managed previously
Fund Periods
AXA Framlington UK Smaller Companies since May 01 2012 to May 31 2016
Royal London UK Mid-Cap Growth since Jan 01 2017 to Dec 31 2017
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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