This site uses cookies. Some of the cookies are essential for parts of the site to operate and have already been set. You may delete and block all cookies from this site, but if you do, parts of the site may not work. To find out more about cookies used on Trustnet and how you can manage them, see our Privacy and Cookie Policy.

By clicking "I Agree" below, you acknowledge that you accept our Privacy Policy and Terms of Use.

For more information Click here



It's look like you're leaving us

What would you like us to do with the funds you've selected

Show me all my options Forget them Save them
Customise this table
You are here: Manager factsheet

Simon Moon

Unicorn Asset Mgt
pdfIcon Manager factsheet pdf    rss feed RSS Feed
Manager profile
Simon joined Unicorn in 2008 and is co-manager of the Unicorn UK Income Strategy, UK Smaller Companies and UK Growth Funds as well as collaborating with the Investment team across the OEIC, AIM VCT, AIM IHT Portfolios and Managed Accounts. Prior to joining Unicorn, Simon worked as a research analyst at JM Finn & Co. Stockbrokers and spent three years in the NHS graduate finance scheme.
Total return for Simon Moon
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
Discrete calendar year performance : Simon Moon

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
Simon Moon 14.2 0.9 -10.4 39.4 -18.9 -3.8 6.6 32.6 -5.6 8.6
Peer Group Composite 12.4 0.9 -7.6 35.6 -13.4 -3.8 9.0 25.4 -3.9 7.3
Over / Under 1.8 0.0 -2.8 3.8 -5.5 0.0 -2.4 7.2 -1.7 1.3
Performance vs peer group composite: Simon Moon
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
4 years
out of a possible 10
Overall markets
Underperformed peer group composite
6 years
out of a possible 10
Rising markets
Outperformed peer group composite
4 years
out of a possible 6
Falling markets
Outperformed peer group composite
0 years
out of a possible 4
Funds currently managed
Fund Sole/Co-managed Sector Periods
Unicorn UK Smaller Companies Co-managed UT UK Smaller Companies since Mar 25 2013 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 Growth Co-managed UT UK All Companies since Feb 01 2024 to present
Funds managed previously
Fund Periods
Acorn Income Ld since Dec 31 2013 to fund close
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.

You are currently using an old browser which will not be supported by Trustnet after 31/07/2016. To ensure you benefit from all features on the site, please update your browser.   Close