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Manager factsheet
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Manager profile
Fergus surveys the full range of the firm’s investments on a bottom up basis and is principally engaged in manager and security selection. He began his investment career at Valu-Trac Investment Management in 1995, where he worked in their global equity and asset allocation products. He worked for Russell Investments as a Portfolio Manager of UK equities (2001-2006) and Asian equities (2006-2009). Fergus graduated from Edinburgh University with a BCom (Hons), holds the CFA charter and is a member of the CFA Society of the UK. Fergus is a Director of the Salters’ Management Company.
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Annualised total return over 7 years |
+1.2% |
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1 year |
3 years |
5 years |
7 years |
10 years |
Fergus Shaw |
7.9 |
-15.8 |
9.8 |
- |
- |
Peer Group Composite
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16.2 |
6.9 |
29.8 |
- |
- |
Over / Under |
-8.3 |
-22.7 |
-20.0 |
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- |
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Total return for Fergus Shaw
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Discrete calendar year performance : Fergus Shaw
Funds managed previously
Fund |
Periods |
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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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