Fergus Shaw

Toolset

Fund Performance

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Manager factsheet

Fergus Shaw
Thesis Unit Trust Mgmt Ltd
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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.

FOLLOW ON FUNDSWIRE

Annualised total return over 7.1 years

+1.2%

Cumulative performance (% growth)

	1 year	3 years	5 years	7 years	10 years
Fergus Shaw	7.9	-15.8	9.8	-	-
Peer Group Composite	16.2	6.9	29.8	-	-
Over / Under	-8.3	-22.7	-20.0	-	-

Total return for Fergus Shaw

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 : Fergus Shaw

Discrete performance

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

Fergus Shaw	7.9	-9.6	-14.3	16.4	11.6	0.9	-1.8	-	-	-
Peer Group Composite	16.2	1.9	-9.9	19.7	1.2	7.2	-1.7	-	-	-
Over / Under	-8.3	-11.5	-4.4	-3.3	10.4	-6.3	-0.1	-	-	-

Performance vs peer group composite: Fergus Shaw

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