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You are here: Manager factsheet

Steve Woolley

Investec Fund Managers (UK), Investec Asset Management Luxe
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FE Trustnet verdict
Overall, performing about the same as the peer group composite. Nevertheless, over a short track record, the manager has outperformed the peer group more often than not. stock picking has made a contribution to results, which have not been particularly exposed to falling markets.
Manager profile
Steve is a portfolio manager within the Value team at Investec Asset Management. Since January 2016, he assumed co-portfolio management of the Investec Global Special Situations and Investec Global Value Equity strategies. Previously, Steve was an analyst in Investec Asset Management’s Value team. He joined the firm in 2008 from the Financial Services Authority where he supervised asset managers and financial advisors. Steve graduated from Nottingham University in 2004 where he obtained a first class Master’s degree in Mathematics and is also a CFA Charterholder.
Total return for Steve Woolley
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
 
 
 
 
 
1-37m
 
 
 
 
 
 
 
 
 
13-49m
 
 
 
 
 
 
 
 
 
25-61m
 
 
 
 
 
 
 
 
 
37-73m
 
 
 
 
 
 
 
 
 
48-84m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Steve Woolley

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
Steve Woolley -4.0 15.0 29.2 14.0 - - - - - -
Peer Group Composite 8.5 9.9 16.6 12.2 - - - - - -
Over / Under -12.5 5.1 12.6 1.8 - - - - - -
Performance vs peer group composite: Steve Woolley
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
3 years
out of a possible 4
 
Overall markets
Up
Underperformed peer group composite
1 year
out of a possible 4
 
Rising markets
UpDown
Outperformed peer group composite
3 years
out of a possible 4
 
Falling markets
UpDown
Outperformed peer group composite
0 years
out of a possible 0
Funds currently managed
Fund Sole/Co-managed Sector Periods
Investec Global Special Situations Co-managed UT Global since Jan 01 2016 to present
Investec Global Value Equity Co-managed FO Equity - International since Jan 01 2016 to present
Funds managed previously
Fund Periods
No previously managed funds
Data provided by FE. Care has been taken to ensure that the information is correct, but FE 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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