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You are here: Manager factsheet

Ben Needham

Investec Fund Managers (UK)
pdfIcon Manager factsheet pdf    rss feed RSS Feed
Trustnet verdict
There is insufficient track record to make any judgment.
Manager profile
Ben is a portfolio manager at Investec Asset Management. He is manager of the UK Equity Income Fund, and an analyst within the Quality team. Ben is based in the firm’s London office. Prior to joining Investec Asset Management he was a Pan European analyst at Threadneedle and prior to that a UK analyst at Aviva Investors. Ben graduated from the University of Bath with a BSc Honours first class degree in Business Administration. Ben holds the Investment Management Certificate (IMC) and has passed Level III of the CFA Programme.
Total return for Ben Needham
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
 
 
 
 
 
1-37m
 
 
 
 
 
 
 
 
 
12-48m
 
 
 
 
 
 
 
 
 
24-60m
 
 
 
 
 
 
 
 
 
36-72m
 
 
 
 
 
 
 
 
 
48-84m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Ben Needham

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
Ben Needham - - - - - - - - - -
Peer Group Composite - - - - - - - - - -
Over / Under - - - - - - - - - -
Performance vs peer group composite: Ben Needham
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
0 years
out of a possible 0
 
Overall markets
Up
Underperformed peer group composite
0 years
out of a possible 0
 
Rising markets
UpDown
Outperformed peer group composite
0 years
out of a possible 0
 
Falling markets
UpDown
Outperformed peer group composite
0 years
out of a possible 0
Funds currently managed
Fund Sole/Co-managed Sector Periods
Investec UK Equity Income Lead manager UT UK All Companies since Aug 09 2019 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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