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You are here: Manager factsheet

Simon Wood

Marlborough Investment Managem
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Manager profile
Simon graduated from the University of Brighton with a degree in Accounting and Finance and has worked in investment since 2001. He spent 11 years at Barings, where he was a Director in the Global Quantitative Research Team, before joining AMP Capital as an investment consultant. In 2017, he joined Ausbil, where he is a Portfolio Manager focused on global small caps. Simon co-manages the Global SmallCap Fund.
Total return for Simon Wood
Discrete calendar year performance : Simon Wood

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
Simon Wood 33.7 -0.5 - - - - - - - -
Peer Group Composite 15.0 8.7 - - - - - - - -
Over / Under 18.7 -9.2 - - - - - - - -
Performance vs peer group composite: Simon Wood
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 2
Overall markets
Underperformed peer group composite
1 year
out of a possible 2
Rising markets
Outperformed peer group composite
1 year
out of a possible 2
Falling markets
Outperformed peer group composite
0 years
out of a possible 0
Funds currently managed
Fund Sole/Co-managed Sector Periods
IFSL Marlborough Global SmallCap Co-managed UT Global since Sep 20 2022 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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