PLEASE TELL US A LITTLE ABOUT YOURSELF SO THAT WE CAN DISPLAY THE MOST
APPROPRIATE CONTENT TO YOU:

This site uses cookies. Some of the cookies are essential for parts of the site to operate and have already been set. You may delete and block all cookies from this site, but if you do, parts of the site may not work. To find out more about cookies used on Trustnet and how you can manage them, see our Privacy and Cookie Policy.

By clicking "I Agree" below, you acknowledge that you accept our Privacy Policy and Terms of Use.

For more information Click here

Login

Password Reminder
Not Registered? Click Here

Register

Register
It's look like you're leaving us

What would you like us to do with the funds you've selected

Show me all my options Forget them Save them
Customise this table
You are here: Manager factsheet

Alex Wedge
Liontrust
pdfIcon Manager factsheet pdf    rss feed RSS Feed
Manager profile
Alex Wedge joined the existing Economic Advantage team of Anthony Cross, Julian Fosh, Victoria Stevens and Matt Tonge in March 2020 from Singer Capital Markets, one of the largest dedicated small cap brokers in London. Alex has spent over seven years at Singer Capital Markets, latterly as a senior member of the equity sales team. His role has included developing and communicating investment ideas to buy side clients, as well as advising corporate clients on shaping their investment case and raising equity capital. At Liontrust, Alex is assisting the team with stock selection and the day-to-day management of the Economic Advantage funds, focusing particularly on small and micro caps.
Total return for Alex Wedge
Manager career performance
Discrete calendar year performance : Alex Wedge

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
Alex Wedge 4.7 -11.0 2.2 - - - - - - -
Peer Group Composite 5.0 -16.3 -1.6 - - - - - - -
Over / Under -0.3 5.3 3.8 - - - - - - -
Performance vs peer group composite: Alex Wedge
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 3
 
Overall markets
Up
Underperformed peer group composite
1 year
out of a possible 3
 
Rising markets
UpDown
Outperformed peer group composite
0 years
out of a possible 1
 
Falling markets
UpDown
Outperformed peer group composite
2 years
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
Liontrust UK Smaller Companies Co-managed UT UK Smaller Companies since Dec 31 2020 to present
Liontrust UK Micro Cap Co-managed UT UK Smaller Companies since Jan 04 2021 to present
Funds managed previously
Fund Periods
No previously managed funds
News & Research: Related articles sector Sector fund Fund group Group manager Manager
Sector Why the size of investment trusts matters to investors By Jean-Baptiste Andrieux  17-Apr-2024
Group Investors sell Fundsmith and Baillie Gifford funds in the first quarter of 2024 By Jean-Baptiste Andrieux  17-Apr-2024
Sector Two trusts to consider as the UK market starts to recover By Jonathan Jones  15-Apr-2024
Group The undervalued region where Liontrust, L&G and Invesco are all placing their bets By Emma Wallis  11-Apr-2024
Fund Canaccord’s four unloved areas full of opportunities By Jean-Baptiste Andrieux  08-Apr-2024
Group The most consistent adventurous funds of the decade By Matteo Anelli  05-Apr-2024
Group The smaller companies funds that keep delivering the most bang for your buck By Matteo Anelli  02-Apr-2024
Group Revealed: The nominees for the Alpha Manager of the Year Awards 2024 By Emma Wallis  28-Mar-2024
Group How structural growth trends are driving portfolios By John Husselbee  26-Mar-2024
Group Bestinvest drops ‘dog funds’ Fundsmith and Lindsell Train from its best funds list By Emma Wallis  25-Mar-2024
Group Terry Smith might invest in a bank: Is it time for a fresh look at the sector? By Jean-Baptiste Andrieux  25-Mar-2024
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.

LATEST :

Five reasons to keep hold of your defensive funds

13:00 | Monday, January 20, 2014

Close

You are currently using an old browser which will not be supported by Trustnet after 31/07/2016. To ensure you benefit from all features on the site, please update your browser.   Close

© Trustnet Limited 2024. All Rights Reserved.
Please read our Terms of Use / Disclaimer and Privacy and Cookie Policy.
Data supplied in conjunction with Refinitiv and London Stock Exchange Plc