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You are here: Manager factsheet

Craig Adey
Threadneedle Investment Servic
pdfIcon Manager factsheet pdf    rss feed RSS Feed
Manager profile
Craig Adey is a portfolio manager on the UK equities team. He is co-manager of the CT UK Mid 250 Fund, deputy manager of the CT UK Smaller Companies Fund and co-manager for a range of institutional mandates. He previously held responsibility for banks, distributors, gaming and non-life insurance sectors for the wider team, and before that worked in the Client Portfolio Manager role for the desk.Craig holds a First Class Honours degree in International Business, Finance and Economics from the University of Manchester. Craig also holds the Chartered Financial Analyst designation and the Investment Management Certificate.
Total return for Craig Adey
Manager career performance
Discrete calendar year performance : Craig Adey

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
Craig Adey 22.5 -8.3 -32.2 20.5 - - - - - -
Peer Group Composite 17.4 4.0 -12.7 19.4 - - - - - -
Over / Under 5.1 -12.3 -19.5 1.1 - - - - - -
Performance vs peer group composite: Craig Adey
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 4
 
Overall markets
Up
Underperformed peer group composite
2 years
out of a possible 4
 
Rising markets
UpDown
Outperformed peer group composite
2 years
out of a possible 3
 
Falling markets
UpDown
Outperformed peer group composite
0 years
out of a possible 1
Funds currently managed
Fund Sole/Co-managed Sector Periods
CT UK Mid 250 Co-managed UT UK All Companies since Dec 01 2020 to present
Funds managed previously
Fund Periods
No previously managed funds
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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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