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You are here: Manager factsheet

Simon Holman

ConBrio Fund Partners Limited
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Manager profile
I’m Simon Holman, a partner at Castlefield and a member of our investment management team. I spent several years as an equity analyst and fund manager at Aegon asset management before joining Castlefield where I’m a co-manager of the Castlefield Sustainable Portfolio Funds. I’m a charter holder (Chartered Financial Analyst) of the CFA Institute.
Total return for Simon Holman
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
Discrete calendar year performance : Simon Holman

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
Simon Holman 3.4 -3.8 -2.7 14.5 1.8 -0.4 -3.0 10.8 -3.6 9.7
Peer Group Composite 9.7 -2.0 -1.2 15.9 0.1 -2.0 2.6 13.8 -3.6 8.6
Over / Under -6.3 -1.8 -1.5 -1.4 1.7 1.6 -5.6 -3.0 0.0 1.1
Performance vs peer group composite: Simon Holman
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
Outperformed peer group composite
3 years
out of a possible 10
Overall markets
Underperformed peer group composite
7 years
out of a possible 10
Rising markets
Outperformed peer group composite
2 years
out of a possible 6
Falling markets
Outperformed peer group composite
1 year
out of a possible 4
Funds currently managed
Fund Sole/Co-managed Sector Periods
CFP Castlefield Sustainable Portfolio Growth Co-managed UT Mixed Investment 40-85% Shares since Feb 01 2018 to present
CFP Castlefield Sustainable Portfolio Income Co-managed UT Mixed Investment 20-60% Shares since Jul 06 2020 to present
Funds managed previously
Fund Periods
CFP Castlefield Real Return since Aug 01 2012 to Oct 31 2019
CFP Castlefield B.E.S.T Sustainable Income since Aug 01 2012 to Mar 31 2019
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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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