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You are here: Manager factsheet

Fraser Mackersie
Unicorn Asset Mgt
pdfIcon Manager factsheet pdf    rss feed RSS Feed
Manager profile
Fraser joined Unicorn in 2008 and is co-manager of the Unicorn UK Income Strategy, UK Smaller Companies & UK Growth Funds as well as collaborating with the Investment team across the OEIC, AIM VCT, AIM IHT Portfolios and Managed Accounts. Having previously held positions with F&C Asset Management and Geoghegan & Co Chartered Accountants, Fraser graduated from the University of St Andrews in 2003 with a degree in Economics and Management and is a Fellow of the Association of Chartered Certified Accountants.
Total return for Fraser Mackersie
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
 
 
 
 
 
60-96m
 
 
 
 
 
 
 
 
 
72-108m
 
 
 
 
 
 
 
 
 
84-120m
 
 
 
 
 
 
 
 
 
96-132m
 
 
 
 
 
 
 
 
 
108-144m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Fraser Mackersie

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
Fraser Mackersie 21.2 1.1 -22.0 41.7 -15.5 6.4 -10.6 32.6 -1.0 18.3
Peer Group Composite 14.9 4.4 -8.3 40.7 -19.3 4.4 -3.9 15.4 7.2 7.6
Over / Under 6.3 -3.3 -13.7 1.0 3.8 2.0 -6.7 17.2 -8.2 10.7
Performance vs peer group composite: Fraser Mackersie
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
6 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
4 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
5 years
out of a possible 7
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 3
Funds currently managed
Fund Sole/Co-managed Sector Periods
Unicorn UK Growth Co-managed UT UK All Companies since Mar 01 2011 to present
Unicorn UK Income Co-managed UT UK Equity Income since Dec 01 2013 to present
Unicorn UK Ethical Income Co-managed UT UK Equity Income since Apr 01 2016 to present
Unicorn AIM VCT plc Co-managed IT VCT AIM Quoted since Feb 01 2024 to present
Unicorn UK Smaller Companies Co-managed UT UK Smaller Companies since Feb 01 2024 to present
Funds managed previously
Fund Periods
Acorn Income Ld since Dec 31 2013 to fund close
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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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