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You are here: Manager factsheet

Colin Robertson

Waystone Management (UK) Limit
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Manager profile
Colin Robertson has over 32 years investment management & financial experience. He has held important and influential positions at some of the largest names in the financial sector including Aberdeen Asset Management, Cornelian, Gillespie MacAndrew LLP and Brown Shipley. He has managed clients both on a discretionary and advisory basis in that time, across global markets and all sectors. He has demonstrated robust risk management skills and is extremely client focused. Colin graduated from Aberdeen University with a MA in Accountancy and went on to acquire further qualifications including the London Stock Exchange exams as well as the LSE Private Client Futures and Options exams. Colin is a Chartered Fellow of the Chartered Institute for Securities & Investment.
Total return for Colin Robertson
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
 
 
 
 
 
56-92m
 
 
 
 
 
 
 
 
 
68-104m
 
 
 
 
 
 
 
 
 
24-60m
 
 
 
 
 
 
 
 
 
36-72m
 
 
 
 
 
 
 
 
 
48-84m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Colin Robertson

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
Colin Robertson 13.7 -6.8 -14.1 12.6 9.1 -0.9 - - - -
Peer Group Composite 8.9 2.5 6.5 26.9 -8.9 -1.9 - - - -
Over / Under 4.8 -9.3 -20.6 -14.3 18.0 1.0 - - - -
Performance vs peer group composite: Colin Robertson
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 6
 
Overall markets
Up
Underperformed peer group composite
3 years
out of a possible 6
 
Rising markets
UpDown
Outperformed peer group composite
1 year
out of a possible 4
 
Falling markets
UpDown
Outperformed peer group composite
2 years
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
WS Charteris Premium Income Co-managed UT UK Equity Income since Mar 01 2018 to present
WS Charteris Gold & Precious Metals Co-managed (deputy) UT Commodity/Natural Resources since Dec 31 2019 to present
Funds managed previously
Fund Periods
No previously managed funds
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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