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You are here: Manager factsheet

Gerry Frewin

Threadneedle Investment Servic
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Manager profile
Gerry Frewin is Head of Retail, UK Real Estate, at Columbia Threadneedle Investments. He took up this role in October 2020 and has overall responsibility for the investment performance and strategy of our UK retail property funds. He is also lead portfolio manager for the Threadneedle UK Property Authorised Investment Fund, which he has managed since 2015, as well as a range of institutional mandates.  Gerry is well versed in Columbia Threadneedle’s real estate business, having worked for the company between 2002 and 2005. Thereafter, he gained further experience at Mayfair Capital and Kilmartin Property Group working across numerous real estate strategies. He started his career as a surveyor at Cardales and gained further investment experience at Smith Melzack and Edward Symmons and Partners. Gerry has a BSc (Hons) in Real Estate Valuation and Management from the University of the West of England and is also a member of the Royal Institution of Chartered Surveyors (RICS).
Total return for Gerry Frewin
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
 
 
 
 
 
34-70m
 
 
 
 
 
 
 
 
 
46-82m
 
 
 
 
 
 
 
 
 
58-94m
 
 
 
 
 
 
 
 
 
70-106m
 
 
 
 
 
 
 
 
 
48-84m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Gerry Frewin

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
Gerry Frewin 13.8 2.9 -6.6 -5.4 5.4 10.9 - - - -
Peer Group Composite 10.2 4.8 -3.8 1.1 5.9 7.6 - - - -
Over / Under 3.6 -1.9 -2.8 -6.5 -0.5 3.3 - - - -
Performance vs peer group composite: Gerry Frewin
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
2 years
out of a possible 6
 
Overall markets
Up
Underperformed peer group composite
4 years
out of a possible 6
 
Rising markets
UpDown
Outperformed peer group composite
2 years
out of a possible 5
 
Falling markets
UpDown
Outperformed peer group composite
0 years
out of a possible 1
Funds currently managed
Fund Sole/Co-managed Sector Periods
CT UK Property Authorised Investment Lead manager UT UK Direct Property since May 13 2016 to present
Funds managed previously
Fund Periods
No previously managed funds
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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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