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You are here: Manager factsheet

Megan Brennan
Thesis Unit Trust Mgmt Ltd, AXA IM UK, AXA Investment Managers
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Manager profile
Megan is co-portfolio manager on the Sarasin Tomorrow’s World Multi-Asset Fund. She is also deputy fund manager of the Sarasin Responsible Global Equity Fund, Sarasin Thematic Global Equity Fund and Sarasin IE Global Equity Opportunities Fund. Prior to joining Sarasin, Megan spent 4 years at Coutts & Co working as an Assistant Fund Manager for the Coutts Multi Asset Funds. Megan is a graduate of Trinity College Dublin with a degree in Business, Economics & Social Studies. Megan also holds the Private Client Investment Advice and Management certificate (PCIAM) as well as the Investment Advice Diploma (IAD) and is a CFA® charterholder.
Total return for Megan Brennan
Manager career performance
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
 
 
 
 
 
60-96m
 
 
 
 
 
 
 
 
 
72-108m
 
 
 
 
 
 
 
 
 
24-60m
 
 
 
 
 
 
 
 
 
36-72m
 
 
 
 
 
 
 
 
 
48-84m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Megan Brennan

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
Megan Brennan 19.3 -0.3 -12.6 12.3 5.4 13.6 -1.6 - - -
Peer Group Composite 19.4 2.3 -9.4 17.0 0.7 8.2 -1.5 - - -
Over / Under -0.1 -2.6 -3.2 -4.7 4.7 5.4 -0.1 - - -
Performance vs peer group composite: Megan Brennan
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
2 years
out of a possible 7
 
Overall markets
Up
Underperformed peer group composite
5 years
out of a possible 7
 
Rising markets
UpDown
Outperformed peer group composite
2 years
out of a possible 5
 
Falling markets
UpDown
Outperformed peer group composite
0 years
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
Mazener Co-managed UT Flexible Investment since Mar 01 2020 to present
AXA Framlington Global Thematics Co-managed UT Global since Nov 01 2024 to present
AXA World Funds Evolving Trends Co-managed FO Equity - International since Nov 01 2024 to present
Funds managed previously
Fund Periods
Sarasin Global Equity Real Return since Dec 15 2017 to Mar 31 2022
Sarasin Tomorrows World Multi Asset since Mar 18 2021 to Sep 27 2024
Sarasin IE Multi Asset Target Return since Mar 01 2020 to Jun 30 2023
Sarasin IE Global Equity Opportunities (GBP) since Aug 12 2022 to Sep 27 2024
Sarasin IE Global Equity Opportunities (USD) since Aug 12 2022 to Sep 27 2024
Sarasin Responsible Global Equity since Aug 13 2022 to Sep 27 2024
Sarasin Thematic Global Equity since Aug 13 2022 to Sep 27 2024
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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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