Tom Delic

Toolset

Fund Performance

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Manager factsheet

Tom Delic
Waystone Management (UK) Limit, Momentum Global Investment Mgt
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Manager profile

Tom is responsible for emerging markets equity and fixed income research. Tom has worked in the investment industry since 2009 after graduating from the University of Liverpool with a first class degree in Mathematics with Finance. After beginning his career as an investment analyst for Royal Liver Asset Managers, he joined the team in October 2011.

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Annualised total return over 13.2 years

+5.8%

Cumulative performance (% growth)

	1 year	3 years	5 years	7 years	10 years
Tom Delic	13.8	0.9	17.3	18.3	59.6
Peer Group Composite	15.4	5.4	23.0	30.1	65.0
Over / Under	-1.6	-4.5	-5.7	-11.8	-5.4

Total return for Tom Delic

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

60-96m

72-108m

84-120m

96-132m

108-144m

Discrete calendar year performance : Tom Delic

Discrete performance

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

Tom Delic	13.8	1.4	-12.6	25.9	-7.8	4.8	-3.8	14.0	10.9	6.8
Peer Group Composite	15.4	1.4	-10.2	18.3	-1.3	7.2	-1.4	9.4	11.8	3.9
Over / Under	-1.6	0.0	-2.4	7.6	-6.5	-2.4	-2.4	4.6	-0.9	2.9

Performance vs peer group composite: Tom Delic

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 10

Overall markets

Underperformed peer group composite

7 years

out of a possible 10

Rising markets

Outperformed peer group composite

3 years

out of a possible 7

Falling markets

Outperformed peer group composite

0 years

out of a possible 3

Funds currently managed

Fund	Sole/Co-managed	Sector	Periods

WS Sequel Balanced Target Return Strategy	Co-managed (deputy)	UT Mixed Investment 40-85% Shares	since Feb 15 2018 to present
WS Sequel Cautious Target Return Strategy	Co-managed (deputy)	UT Mixed Investment 20-60% Shares	since Feb 15 2018 to present
WS Sequel Growth Target Return Strategy	Co-managed (deputy)	UT Flexible Investment	since Feb 15 2018 to present
VT Momentum Diversified Growth	Co-managed (deputy)	UT Mixed Investment 40-85% Shares	since Apr 06 2021 to present
VT Momentum Diversified Income	Co-managed (deputy)	UT Mixed Investment 20-60% Shares	since Apr 06 2021 to present
VT Momentum Diversified Balanced	Co-managed	UT Mixed Investment 20-60% Shares	since Jun 01 2021 to present
VT Momentum Diversified Moderate	Co-managed	UT Mixed Investment 40-85% Shares	since Jun 01 2021 to present

Funds managed previously

Fund	Periods

Momentum Multi-Asset Value Trust plc	since Oct 01 2011 to fund close
VT Momentum Diversified Growth	since Oct 01 2011 to Apr 05 2021
VT Momentum Diversified Income	since Oct 01 2011 to Apr 05 2021
WS Sequel World Equity	since Feb 15 2018 to May 12 2023
WS Sequel Real Assets Diversified	since Feb 15 2018 to May 12 2023