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You are here: 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.
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
 
 
 
 
 
61-97m
 
 
 
 
 
 
 
 
 
73-109m
 
 
 
 
 
 
 
 
 
85-121m
 
 
 
 
 
 
 
 
 
97-133m
 
 
 
 
 
 
 
 
 
109-145m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Tom Delic

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
Tom Delic 11.2 2.0 -8.9 14.0 1.1 5.2 -2.4 13.6 8.9 5.5
Peer Group Composite 13.6 1.8 -7.0 11.2 3.6 8.5 -1.0 10.9 9.4 1.9
Over / Under -2.4 0.2 -1.9 2.8 -2.5 -3.3 -1.4 2.7 -0.5 3.6
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
Up
Outperformed peer group composite
4 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
6 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
4 years
out of a possible 8
 
Falling markets
UpDown
Outperformed peer group composite
0 years
out of a possible 2
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
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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