Ben Ward

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Fund Performance

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Manager factsheet

Ben Ward
Volare, IFSL
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Manager profile

Ben joined the company following the acquisition of the Newton private client business in 2013. He manages portfolios for private clients, trusts and pensions and is the lead manager on the Bridge and Phoenix Funds. Ben began his investment career in 2009 building upon his five years as an accountant. Ben graduated from the University of Leicester, holds the Investment Management Certificate, is a Chartered Management Accountant, is an Associate of the Chartered Institute for Securities and Investments and is a CFA Charter holder.

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Annualised total return over 24.9 years

+2.8%

Cumulative performance (% growth)

	1 year	3 years	5 years	7 years	10 years
Ben Ward	16.5	1.8	31.9	46.4	89.6
Peer Group Composite	16.5	7.2	29.9	38.0	80.9
Over / Under	0.0	-5.4	2.0	8.4	8.7

Total return for Ben Ward

Rolling Alpha Quartile:

Discrete three year periods

Rolling Alpha Quartile shows a manager's alpha score in quartile terms, plotting his or her risk adjusted performance against all other managers in the UT & OEICs universe. The best managers are those who are consistently ranked in the first or second quartile.


Quartile 1
Quartile 2
Quartile 3
Quartile 4

60-96m

72-108m

84-120m

96-132m

108-144m

Discrete calendar year performance : Ben Ward

Discrete performance

	0-12m	12-24m	24-36m	36-48m	48-60m	60-72m	72-84m	84-96m	96-108m	108-120m

Ben Ward	16.5	0.2	-13.4	19.7	7.9	12.2	-1.1	8.3	13.6	5.9
Peer Group Composite	16.5	1.6	-9.7	19.9	1.1	7.5	-1.1	8.7	17.0	3.1
Over / Under	0.0	-1.4	-3.7	-0.2	6.8	4.7	0.0	-0.4	-3.4	2.8

Performance vs peer group composite: Ben Ward

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

5 years

out of a possible 10

Overall markets

Underperformed peer group composite

5 years

out of a possible 10

Rising markets

Outperformed peer group composite

4 years

out of a possible 8

Falling markets

Outperformed peer group composite

1 year

out of a possible 2

Funds currently managed

Fund	Sole/Co-managed	Sector	Periods

Volare Global Equity Offshore	Lead manager	FO Equity - International	since Apr 03 1998 to present
Volare Phoenix	Lead manager	UT Mixed Investment 20-60% Shares	since Jan 01 2013 to present
Volare Bridge Offshore	Lead manager	FO Mixed Asset - Aggressive	since Sep 30 2013 to present
Volare Bridge	Lead manager	UT Flexible Investment	since Nov 01 2013 to present
IFSL CAF ESG Growth	Lead manager	UT Flexible Investment	since Jun 13 2022 to present

Funds managed previously

Fund	Periods

ASC Diversified Assets	since May 16 2005 to fund close
IFSL CAF ESG Cautious	since Jun 13 2022 to Aug 06 2023
BNY Mellon Multi-Asset Diversified Return	since Feb 15 2012 to Apr 14 2012