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You are here: Manager factsheet

Thomas Wells

Sanlam Investments UK Limited, Evelyn Partners Fund Solutions
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Manager profile
Thomas is manager of the Sanlam International Inflation-Linked Bond Fund, Sanlam Credit Fund, Sanlam Short-Duration Corporate Bond Fund, and Sanlam Fixed Interest Fund. He joined Sanlam in January 2021 from Smith & Williamson (Evelyn) where he had worked since September 2007 and been a member of the Fixed Interest team since January 2009. At Smith & Williamson he had managed the Global Inflation-Linked Bond Fund and was the co-manager of the Short-Dated Corporate Bond Fund and Fixed Interest Fund. Tom also managed portfolios for a range of institutional clients, including DC and DB pension funds as well as charities and corporates. He was a Partner at Smith & Williamson Investment Management LLP and a member of a number of internal investment committees, including the Investment Strategy Group and the Direct Investment Group, which oversaw total assets of £21bn. Here Tom served as a dedicated subject matter expert on fixed income and informed the group’s exposure to sovereign and IG credit markets.
Total return for Thomas Wells
Discrete calendar year performance : Thomas Wells

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
Thomas Wells 10.4 -2.9 -15.8 4.9 3.9 5.6 -0.7 -0.6 1.3 -
Peer Group Composite 7.0 0.5 -3.9 -3.3 4.8 6.2 0.8 -3.0 27.1 -
Over / Under 3.4 -3.4 -11.9 8.2 -0.9 -0.6 -1.5 2.4 -25.8 -
Performance vs peer group composite: Thomas Wells
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
3 years
out of a possible 9
 
Overall markets
Up
Underperformed peer group composite
6 years
out of a possible 9
 
Rising markets
UpDown
Outperformed peer group composite
1 year
out of a possible 6
 
Falling markets
UpDown
Outperformed peer group composite
2 years
out of a possible 3
Funds currently managed
Fund Sole/Co-managed Sector Periods
Sanlam International Inflation Linked Bond Lead manager FO Fixed Int - Global since May 25 2017 to present
Sanlam International Credit Lead manager FO Fixed Int - Global since Aug 17 2023 to present
SVS Sanlam Fixed Interest Lead manager UT Sterling Corporate Bond since Aug 17 2023 to present
Funds managed previously
Fund Periods
Sanlam Short Dated Corporate Bond since Oct 01 2015 to Jan 28 2021
Smith & Williamson Medium Dated Corporate Bond since Oct 01 2015 to fund close
Sanlam Global Inflation Linked Bond since May 25 2017 to Jul 28 2017
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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