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You are here: Manager factsheet

Max Ormiston

Unicorn Asset Mgt
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Manager profile
Max joined Unicorn in 2014 and is co-manager of the Unicorn Outstanding British Companies Fund as well as collaborating with the Investment team across the OEIC, AIM VCT, AIM IHT Portfolios and Managed Accounts. Prior to Unicorn Max worked as an investment manager with Brewin Dolphin. Max graduated from Newcastle University in 2009 with a First-Class degree.
Total return for Max Ormiston
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
Discrete calendar year performance : Max Ormiston

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
Max Ormiston 2.6 -0.6 -16.2 14.1 -11.2 -0.9 - - - -
Peer Group Composite 9.2 6.4 -7.9 27.1 -11.1 -1.0 - - - -
Over / Under -6.6 -7.0 -8.3 -13.0 -0.1 0.1 - - - -
Performance vs peer group composite: Max Ormiston
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
Outperformed peer group composite
1 year
out of a possible 6
Overall markets
Underperformed peer group composite
5 years
out of a possible 6
Rising markets
Outperformed peer group composite
0 years
out of a possible 3
Falling markets
Outperformed peer group composite
1 year
out of a possible 3
Funds currently managed
Fund Sole/Co-managed Sector Periods
Unicorn Outstanding British Companies Co-managed UT UK All Companies since Jan 01 2021 to present
Unicorn AIM VCT plc Co-managed IT VCT AIM Quoted since Feb 01 2024 to present
Funds managed previously
Fund Periods
Unicorn Outstanding British Companies since Dec 31 2017 to Dec 31 2020
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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