Shane Balkham

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Fund Performance

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Manager factsheet

Shane Balkham
IFSL
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Manager profile

Shane joined The Beaufort Group at its inception in 2012 and is Chief Investment Officer for Beaufort Investment and is responsible for communicating our investment strategy to all stakeholders, as well as overall responsibility for the investment team.Having joined Friends Provident in 1990, Shane held various roles within the industry before focusing purely on investments. More recently he has spearheaded the investment team, resulting in Beaufort Investment being recognised as finalists in Money Marketing’s Discretionary Fund Manager of the Year 2019.Shane is a Chartered Fellow of the Chartered Institute for Securities and Investment, is a member of the CFA UK Society and holds the Investment Management Certificate.

FOLLOW ON FUNDSWIRE

Annualised total return over 6 years

+5%

Cumulative performance (% growth)

	1 year	3 years	5 years	7 years	10 years
Shane Balkham	5.9	15.7	35.5	-	-
Peer Group Composite	5.0	11.5	27.4	-	-
Over / Under	0.9	4.2	8.1	-	-

Total return for Shane Balkham

Discrete calendar year performance : Shane Balkham

Discrete performance

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

Shane Balkham	5.9	9.5	-0.3	-0.7	18.2	-1.3	-	-	-	-
Peer Group Composite	5.0	9.0	-2.5	-1.2	15.5	-3.2	-	-	-	-
Over / Under	0.9	0.5	2.2	0.5	2.7	1.9	-	-	-	-

Performance vs peer group composite: Shane Balkham

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

6 years

out of a possible 6

Overall markets

Underperformed peer group composite

0 years

out of a possible 6

Rising markets

Outperformed peer group composite

3 years

out of a possible 3

Falling markets

Outperformed peer group composite

3 years

out of a possible 3

Funds currently managed

Fund	Sole/Co-managed	Sector	Periods

IFSL YOU Multi-Asset Blend Balanced	Co-managed	UT Mixed Investment 20-60% Shares	since Jul 01 2019 to present
IFSL YOU Multi-Asset Blend Growth	Co-managed	UT Mixed Investment 40-85% Shares	since Jul 01 2019 to present
IFSL YOU Adventurous	Co-managed	UT Flexible Investment	since Sep 16 2022 to present
IFSL YOU Multi-Asset Blend Cautious	Co-managed	UT Mixed Investment 0-35% Shares	since Sep 16 2022 to present