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You are here: Manager factsheet

Henry Burrell

Royal London Unit Tst Mgrs Ltd
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Manager profile
Henry Burrell – Fund Manager Henry joined RLAM UK Equities team in December 2017 and works closely with Henry Lowson, focusing on the RL UK Smaller Companies Fund and the RL Mid Cap Growth Fund. He began his career at Smith & Williamson Investment Management in 2011 where he spent six years as an equity analyst. Henry has a BA Hons in History from Warwick University and is a CFA charterholder.
Total return for Henry Burrell
Discrete calendar year performance : Henry Burrell

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
Henry Burrell 13.4 -9.0 -14.7 45.3 - - - - - -
Peer Group Composite 13.9 -6.6 -8.3 51.1 - - - - - -
Over / Under -0.5 -2.4 -6.4 -5.8 - - - - - -
Performance vs peer group composite: Henry Burrell
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
0 years
out of a possible 4
Overall markets
Underperformed peer group composite
4 years
out of a possible 4
Rising markets
Outperformed peer group composite
0 years
out of a possible 2
Falling markets
Outperformed peer group composite
0 years
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
Royal London UK Smaller Companies Co-managed (deputy) UT UK Smaller Companies since Jan 01 2020 to present
Royal London UK Mid-Cap Growth Co-managed (deputy) UT UK All Companies since Jan 01 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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