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You are here: Manager factsheet

Ben Ward
Aberdeen Standard Capital, abrdn Fund Managers Limited, 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.
Total return for Ben Ward
Manager career performance
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
 
 
 
 
 
53-89m
 
 
 
 
 
 
 
 
 
65-101m
 
 
 
 
 
 
 
 
 
77-113m
 
 
 
 
 
 
 
 
 
89-125m
 
 
 
 
 
 
 
 
 
101-137m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Ben Ward

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
Ben Ward 8.8 -6.9 8.1 24.0 0.7 8.3 -0.8 16.6 -1.3 12.5
Peer Group Composite 10.6 -4.0 5.6 27.6 -7.5 4.6 1.1 19.0 -2.3 10.1
Over / Under -1.8 -2.9 2.5 -3.6 8.2 3.7 -1.9 -2.4 1.0 2.4
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
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
3 years
out of a possible 7
 
Falling markets
UpDown
Outperformed peer group composite
2 years
out of a possible 3
Funds currently managed
Fund Sole/Co-managed Sector Periods
abrdn Global Equity Lead manager FO Equity - International since Apr 03 1998 to present
abrdn Phoenix Lead manager UT Mixed Investment 20-60% Shares since Jan 01 2013 to present
abrdn (Offshore) Bridge Lead manager FO Mixed Asset - Aggressive since Sep 30 2013 to present
abrdn 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
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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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