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Manager factsheet
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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.
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Annualised total return over 12.3 years |
+3.8% |
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1 year |
3 years |
5 years |
7 years |
10 years |
| Simon Holman |
14.9 |
-5.2 |
10.6 |
11.3 |
31.2 |
Peer Group Composite
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15.2 |
5.7 |
23.7 |
26.8 |
53.9 |
| Over / Under |
-0.3 |
-10.9 |
-13.1 |
-15.5 |
-22.7 |
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Total return for Simon Holman
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Discrete calendar year performance : Simon Holman
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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