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You are here: Manager factsheet

Gerrit Smit

FE fundinfo Alpha Manager
Stonehage Fleming Investment M, Margetts Fund Management, Thesis Unit Trust Mgmt Ltd
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Manager profile
Gerrit Smit joined the Group in 2008 following over 25 years’ investment experience as Equity Analyst, Chief Investment Strategist and Chief Investment Officer for Sanlam’s International portfolios in London, and heading a boutique fund manager’s investment research. He holds a Hons B.Com from the University of Stellenbosch and the University of South Africa and a PSM qualification from the Business School of the University of Stellenbosch.
Total return for Gerrit Smit
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
 
 
 
 
 
56-92m
 
 
 
 
 
 
 
 
 
68-104m
 
 
 
 
 
 
 
 
 
80-116m
 
 
 
 
 
 
 
 
 
92-128m
 
 
 
 
 
 
 
 
 
104-140m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Gerrit Smit

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
Gerrit Smit 11.5 11.1 -11.0 20.7 13.8 15.0 11.5 14.3 20.5 19.8
Peer Group Composite 12.6 6.8 -7.1 21.1 1.9 5.0 6.0 18.9 9.2 8.6
Over / Under -1.1 4.3 -3.9 -0.4 11.9 10.0 5.5 -4.6 11.3 11.2
Performance vs peer group composite: Gerrit Smit
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
6 years
out of a possible 9
 
Falling markets
UpDown
Outperformed peer group composite
0 years
out of a possible 1
Funds currently managed
Fund Sole/Co-managed Sector Periods
Stonehage Fleming Global Best Ideas Equity Lead manager FO Equity - International since Aug 16 2013 to present
MGTS Sentinel Enterprise Lead manager UT Flexible Investment since Jul 01 2016 to present
Thesis Stonehage Fleming International Lead manager UT Flexible Investment since Aug 02 2023 to present
Funds managed previously
Fund Periods
No previously managed funds
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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