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You are here: Manager factsheet

Anna Macdonald
Amati Global Investors, Waystone Fund Services (UK) Li
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Manager profile
Anna joined Amati in 2018. She began her career as an analyst and fund manager at Henderson Global Investors in London, where she co-managed the core enhanced UK equity product, the UK Equity Market Neutral hedge fund and researched the media sector. After some time living in Kenya, as head of research for Old Mutual Asset Management, she returned to the UK and worked at Threadneedle Investors in London before moving to Edinburgh. Anna joined Amati in 2018 from Adam & Company, where she led research for the PAM-award winning wealth manager and ran the successful AIM-listed portfolio service. Anna also has experience of managing substantial OEICs, private client and charity portfolios and has been a CFA Charterholder since 2003.
Total return for Anna Macdonald
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 : Anna Macdonald

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
Anna Macdonald 10.7 -19.7 -30.7 31.0 15.5 3.2 -1.5 11.5 21.9 3.5
Peer Group Composite 12.3 -9.6 -28.4 45.1 3.2 -1.2 1.5 10.7 21.6 5.4
Over / Under -1.6 -10.1 -2.3 -14.1 12.3 4.4 -3.0 0.8 0.3 -1.9
Performance vs peer group composite: Anna Macdonald
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
3 years
out of a possible 7
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 3
Funds currently managed
Fund Sole/Co-managed Sector Periods
Amati Aim VCT Plc Co-managed IT VCT AIM Quoted since Jan 01 2018 to present
WS Amati UK Listed Smaller Companies Co-managed UT UK Smaller Companies since Feb 01 2018 to present
Funds managed previously
Fund Periods
WS Adam Worldwide since Apr 01 2012 to Aug 31 2017
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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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