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You are here: Manager factsheet

Tony Byrne
Yealand Fund Services Limited
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Manager profile
Tony has over 20 years’ experience of running a successful investment system known as the Wealth Investment Strategy for clients of his IFA business Wealth and Tax Management as well as the experience of managing The CCM Intelligent Wealth Fund for Minerva Money Management since its launch on 16 April 2018. In addition to this he has been a personal investor for all of his adult life. Minerva Money Management was formed by Tony on 27 November 2015. Tony plans to launch further funds in the future. These funds will all be specialist in nature.
Total return for Tony Byrne
Manager career performance
Discrete calendar year performance : Tony Byrne

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
Tony Byrne 17.8 12.3 -29.5 35.7 5.3 3.8 -6.0 - - -
Peer Group Composite 20.1 5.2 -8.4 18.1 12.8 12.2 5.4 - - -
Over / Under -2.3 7.1 -21.1 17.6 -7.5 -8.4 -11.4 - - -
Performance vs peer group composite: Tony Byrne
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 7
 
Overall markets
Up
Underperformed peer group composite
5 years
out of a possible 7
 
Rising markets
UpDown
Outperformed peer group composite
2 years
out of a possible 6
 
Falling markets
UpDown
Outperformed peer group composite
0 years
out of a possible 1
Funds currently managed
Fund Sole/Co-managed Sector Periods
YFS Intelligent Wealth Lead manager UT Global since Apr 16 2018 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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