|
You are here:
Manager factsheet
|
|
Manager profile
Simon leads the team and manages EPIC’s Multi-Asset range. He has been analysing and investing in funds for over 25 years, working with institutions, family offices and HNWI. He joined the group in 2007, becoming Master Capital’s fund manager in 2012 and director in 2013. He oversaw the firm’s expansion into a wider multi-asset range. He previously worked at Fox-Pitt, Kelton, from 2004 to 2007, as an analyst covering the European Financials sector. He was a funds analyst at Flemings / J.P. Morgan from 1997 to 2003. Prior to that, he worked for a commercial property company Edward S Gordon, in New York, from 1996 to 1997, on research systems design and development. He is a Mathematical Engineering graduate from Loughborough University.
|
|
|
 | |  |
|
|
|
 |
Annualised total return over 3.6 years |
+10.7% |
 |
|
| |
1 year |
3 years |
5 years |
7 years |
10 years |
| Simon Newell |
18.7 |
33.2 |
- |
- |
- |
Peer Group Composite
|
17.3 |
33.5 |
- |
- |
- |
| Over / Under |
1.4 |
-0.3 |
- |
- |
- |
|
|
|
 |
|
 |
|
|
|
Total return for Simon Newell
|
|
|
Discrete calendar year performance : Simon Newell
Funds managed previously
| Fund |
Periods |
|
| No previously managed funds |
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.
You are currently using an old browser which will not be supported by Trustnet after 31/07/2016. To ensure you benefit from all features on the site, please update your browser. Close