Philip Haworth

Toolset

Fund Performance

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Manager factsheet

Philip Haworth
Aegon Asset Management
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Manager profile

Philip Haworth is Deputy Head of Equities. In addition he is co-manager of a number of UK equity funds and has responsibility for managing several other UK equity portfolios. Phil has analysis duties for the oil & gas and food producers sectors. In addition Phil leads the collective process of formulating our UK equity strategy views and contributes to Kames Asset Allocation research. He joined us in 1995 straight from Oxford University, where he studied Politics, Philosophy and Economics. Philip also has the SII Diploma, and has 25 years’ industry experience

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Annualised total return over 8.5 years

+4.4%

Cumulative performance (% growth)

	1 year	3 years	5 years	7 years	10 years
Philip Haworth	8.3	-1.0	22.0	24.5	-
Peer Group Composite	6.7	9.5	21.1	31.9	-
Over / Under	1.6	-10.5	0.9	-7.4	-

Total return for Philip Haworth

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

54-90m

66-102m

78-114m

36-72m

48-84m

Discrete calendar year performance : Philip Haworth

Discrete performance

	0-12m	12-24m	24-36m	36-48m	48-60m	60-72m	72-84m	84-96m	96-108m	108-120m

Philip Haworth	8.3	-1.8	-6.1	29.1	-4.5	-3.0	5.1	17.0	-	-
Peer Group Composite	6.7	2.1	0.4	29.6	-14.7	1.3	7.3	18.8	-	-
Over / Under	1.6	-3.9	-6.5	-0.5	10.2	-4.3	-2.2	-1.8	-	-

Performance vs peer group composite: Philip Haworth

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