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You are here: Manager factsheet

Henry Frewer
Close Brothers AM
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Manager profile
Henry is an Assistant Fund Manager on the Global Funds team. He joined Close Brothers Asset Management in 2015 after graduating with a distinction MSc in Finance and a BSc in Mathematics and Economics from Durham University. Henry is a CFA charterholder and also has the Certificate in ESG Investing.
Total return for Henry Frewer
Manager career performance
Discrete calendar year performance : Henry Frewer

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 Frewer 13.0 -6.6 - - - - - - - -
Peer Group Composite 10.8 -3.8 - - - - - - - -
Over / Under 2.2 -2.8 - - - - - - - -
Performance vs peer group composite: Henry Frewer
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
1 year
out of a possible 2
 
Overall markets
Up
Underperformed peer group composite
1 year
out of a possible 2
 
Rising markets
UpDown
Outperformed peer group composite
1 year
out of a possible 1
 
Falling markets
UpDown
Outperformed peer group composite
0 years
out of a possible 1
Funds currently managed
Fund Sole/Co-managed Sector Periods
Close Balanced Portfolio Co-managed UT Mixed Investment 40-85% Shares since Sep 01 2022 to present
Close Conservative Portfolio Co-managed UT Mixed Investment 20-60% Shares since Sep 01 2022 to present
Close Growth Portfolio Co-managed UT Flexible Investment since Sep 01 2022 to present
Close Sustainable Balanced Portfolio Co-managed UT Mixed Investment 40-85% Shares since Sep 01 2022 to present
Close Select Global Equity Co-managed UT Global since Jun 30 2023 to present
Funds managed previously
Fund Periods
Close Balanced Portfolio since Nov 08 2021 to Aug 31 2022
Close Conservative Portfolio since Nov 08 2021 to Aug 31 2022
Close Growth Portfolio since Nov 08 2021 to Aug 31 2022
Close Sustainable Balanced Portfolio since Nov 08 2021 to Aug 31 2022
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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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