Stephen Daniels

Toolset

Fund Performance

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Manager factsheet

Stephen Daniels
TIME Investments
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Manager profile

Stephen has been managing the IHT services now run by TIME Investments since 2009 and was responsible for the move into secured property lending and renewable energy trades for TIME’s IHT investors. Stephen is also the fund manager for TIME:UK Infrastructure Income, co-fund manager for TIME: Social Long Income and TIME:Property Long Income & Growth which invests in a combination of primarily UK listed real estate securities and direct long income properties. A chartered certified accountant, Stephen began his career at Accenture before joining the specialist BR and EIS investment team at Close Brothers in 2007. Stephen holds an MBA from Durham University and the UKSIP Investment Management Certificate.

FOLLOW ON FUNDSWIRE

Annualised total return over 8.6 years

+2%

Cumulative performance (% growth)

	1 year	3 years	5 years	7 years	10 years
Stephen Daniels	-0.5	-6.4	-1.7	5.3	-
Peer Group Composite	4.7	4.5	9.8	20.2	-
Over / Under	-5.2	-10.9	-11.5	-14.9	-

Total return for Stephen Daniels

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

73-109m

85-121m

24-60m

36-72m

48-84m

Discrete calendar year performance : Stephen Daniels

Discrete performance

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

Stephen Daniels	-0.5	-2.1	-3.9	-2.6	7.9	-1.6	8.9	10.2	-	-
Peer Group Composite	4.7	6.1	-6.0	-3.0	8.3	0.0	9.8	9.9	3.8	-
Over / Under	-5.2	-8.2	2.1	0.4	-0.4	-1.6	-0.9	0.3	-	-

Performance vs peer group composite: Stephen Daniels

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

3 years

out of a possible 8

Overall markets

Underperformed peer group composite

5 years

out of a possible 8

Rising markets

Outperformed peer group composite

1 year

out of a possible 5

Falling markets

Outperformed peer group composite

2 years

out of a possible 3

Funds currently managed

Fund	Sole/Co-managed	Sector	Periods

ARC TIME Social Property	Co-managed	UT UK Direct Property	since May 18 2017 to present
ARC TIME UK Infrastructure Income II	Co-managed	UT Infrastructure	since Apr 03 2018 to present

Funds managed previously

Fund	Periods

ARC TIME UK Infrastructure Income	since Apr 03 2018 to fund close
ARC TIME Social Property	since Jan 01 2018 to Feb 18 2020
ARC TIME Property Long Income & Growth PAIF	since Sep 01 2021 to Jun 30 2022