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You are here: Manager factsheet

Frank Atkins
Brooks Macdonald Asset Managem, Evelyn Partners Fund Solutions
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Manager profile
Frank joined Brooks Macdonald in 2010 and co-manages our Managed Portfolio Service and Multi-Asset Fund range. Prior to joining Brooks Macdonald, Frank worked at Barclays Wealth. He has over 10 years’ experience in financial services. Frank holds the Investment Management Certificate (IMC) and the Certificate in Private Client Investment Advice & Management (PCIAM).
Total return for Frank Atkins
Manager career performance
Discrete calendar year performance : Frank Atkins

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
Frank Atkins 6.4 -2.1 -3.4 20.3 -3.7 3.0 4.3 14.3 -0.9 9.3
Peer Group Composite 7.3 -1.9 -1.1 17.0 -2.5 3.3 3.3 13.5 -2.3 8.8
Over / Under -0.9 -0.2 -2.3 3.3 -1.2 -0.3 1.0 0.8 1.4 0.5
Performance vs peer group composite: Frank Atkins
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
5 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
5 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
4 years
out of a possible 6
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 4
Funds currently managed
Fund Sole/Co-managed Sector Periods
SVS Brooks Macdonald Blueprint Balanced Co-managed UT Mixed Investment 40-85% Shares since Aug 01 2011 to present
SVS Brooks Macdonald Blueprint Cautious Growth Co-managed UT Mixed Investment 20-60% Shares since Aug 01 2011 to present
SVS Brooks Macdonald Blueprint Defensive Income Co-managed UT Mixed Investment 0-35% Shares since Aug 01 2011 to present
SVS Brooks Macdonald Blueprint Strategic Growth Co-managed UT Flexible Investment since Oct 30 2013 to present
SVS Levitas A Co-managed UT Mixed Investment 40-85% Shares since Jan 01 2015 to present
SVS Levitas B Co-managed UT Mixed Investment 0-35% Shares since Jan 01 2015 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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