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You are here: Manager factsheet

Simon Prior

 FE fundinfo Alpha Manager
Premier Miton Investors
pdfIcon Manager factsheet pdf    rss feed RSS Feed
Manager profile
Simon Prior joined Premier Miton in August 2020 and is co-manager of the Premier Miton Corporate Bond Monthly Income Fund, the Premier Miton Strategic Monthly Income Bond Fund & the Premier Miton Financials Capital Securities Fund. Previously he was at Merian Global Investors (2013-2020), where he was co-manager of the Merian Corporate Bond Fund and Merian Monthly Income Bond Fund. He has also worked at Old Mutual plc, having held positions in both the finance and treasury functions. Simon holds a BSc in mathematics from the University of Hull, and is a CFA Charterholder.
Total return for Simon Prior
Manager career performance
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
 
 
 
 
 
 
 
 
 
12-48m
 
 
 
 
 
 
 
 
 
24-60m
 
 
 
 
 
 
 
 
 
36-72m
 
 
 
 
 
 
 
 
 
48-84m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Simon Prior

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 Prior 9.3 3.5 -10.7 3.9 5.1 - - - - -
Peer Group Composite 11.4 3.3 -16.2 2.2 2.4 - - - - -
Over / Under -2.1 0.2 5.5 1.7 2.7 - - - - -
Performance vs peer group composite: Simon Prior
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
4 years
out of a possible 5
 
Overall markets
Up
Underperformed peer group composite
1 year
out of a possible 5
 
Rising markets
UpDown
Outperformed peer group composite
3 years
out of a possible 4
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 1
Funds currently managed
Fund Sole/Co-managed Sector Periods
Premier Miton Corporate Bond Monthly Income Co-managed UT Sterling Corporate Bond since Aug 10 2020 to present
Premier Miton Strategic Monthly Income Bond Co-managed UT Sterling Strategic Bond since Sep 14 2020 to present
Premier Miton Financials Capital Securities Co-managed UT Specialist since Sep 30 2024 to present
Funds managed previously
Fund Periods
Jupiter Monthly Income Bond since Oct 01 2019 to Jun 30 2020
Jupiter Investment Grade Bond since Oct 01 2019 to Jun 30 2020
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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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