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Manager factsheet
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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 26.5 years |
+3.2% |
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1 year |
3 years |
5 years |
7 years |
10 years |
| Ben Ward |
15.7 |
29.8 |
27.8 |
61.0 |
102.9 |
Peer Group Composite
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17.6 |
36.6 |
34.0 |
61.2 |
104.9 |
| Over / Under |
-1.9 |
-6.8 |
-6.2 |
-0.2 |
-2.0 |
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Total return for Ben Ward
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Discrete calendar year performance : Ben Ward
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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