PLEASE TELL US A LITTLE ABOUT YOURSELF SO THAT WE CAN DISPLAY THE MOST
APPROPRIATE CONTENT TO YOU:

This site uses cookies. Some of the cookies are essential for parts of the site to operate and have already been set. You may delete and block all cookies from this site, but if you do, parts of the site may not work. To find out more about cookies used on Trustnet and how you can manage them, see our Privacy and Cookie Policy.

By clicking "I Agree" below, you acknowledge that you accept our Privacy Policy and Terms of Use.

For more information Click here

Login

Register

It's look like you're leaving us

What would you like us to do with the funds you've selected

Show me all my options Forget them Save them
Customise this table
You are here: Manager factsheet

Melwin Mehta

Yealand Fund Services Limited
pdfIcon Manager factsheet pdf    rss feed RSS Feed
Manager profile
Melwin developed an interest in investing while undergoing his B.Eng (Electrical). After a short stint in an engineering firm, he followed his passion and joined an investment magazine in 2000, as a junior research assistant to the editor. He then worked for the treasury division of Bajaj Auto, a large manufacturing company where he had a ringside view of how companies took decisions on production, sales and general operations. In 2004, Melwin joined IL&FS Investment Managers, a private equity firm where he was responsible for sourcing and investing in private companies. In 2009 he joined El Oro, a family office and worked alongside the patriarch on the portfolio before joining Helium, an active hedge fund specialising in micro-caps. He is now the Portfolio Manager of MI Sterling Select Companies Fund. Melwin meets in excess of 250 companies every year, operating in diverse industries. He likes to focus on companies that other mainstream institutional investors are not interested in. He is a board member of Young Enterprises and member of the CFA UK Society of Investment Professionals. Outside of work, he is active in saving bees.
Total return for Melwin Mehta
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
 
 
 
 
 
54-90m
 
 
 
 
 
 
 
 
 
66-102m
 
 
 
 
 
 
 
 
 
78-114m
 
 
 
 
 
 
 
 
 
90-126m
 
 
 
 
 
 
 
 
 
48-84m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Melwin Mehta

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
Melwin Mehta 15.2 -23.3 -29.6 48.8 -20.6 8.5 0.9 - - -
Peer Group Composite 6.1 -13.0 -10.0 54.8 -11.4 -1.9 6.4 - - -
Over / Under 9.1 -10.3 -19.6 -6.0 -9.2 10.4 -5.5 - - -
Performance vs peer group composite: Melwin Mehta
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
2 years
out of a possible 7
 
Overall markets
Up
Underperformed peer group composite
5 years
out of a possible 7
 
Rising markets
UpDown
Outperformed peer group composite
1 year
out of a possible 3
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 4
Funds currently managed
Fund Sole/Co-managed Sector Periods
YFS Sterling Select Companies Co-managed UT UK Smaller Companies since Oct 01 2017 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.

You are currently using an old browser which will not be supported by Trustnet after 31/07/2016. To ensure you benefit from all features on the site, please update your browser.   Close