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You are here: Manager factsheet

Peter Walls
Unicorn Asset Mgt
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Manager profile
Peter's in-depth knowledge of the collective funds industry was acquired as an investment trust analyst and commentator between 1983 and 2001. From 1983 to 1988 he was the investment trust analyst at Hoare Govett (now ABN Amro). Peter joined Credit Lyonnais Securities in 1988 where he authored the Investment Trust Yearbook between 1988 and 1999 and was also Head of the Investment Trust department. Since 2001 Peter has managed the Unicorn Mastertrust fund.
Total return for Peter Walls
Manager career performance
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
 
 
 
 
 
53-89m
 
 
 
 
 
 
 
 
 
65-101m
 
 
 
 
 
 
 
 
 
77-113m
 
 
 
 
 
 
 
 
 
89-125m
 
 
 
 
 
 
 
 
 
101-137m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Peter Walls

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
Peter Walls 10.0 -9.8 3.8 54.1 -20.9 2.6 8.8 26.8 -0.2 6.5
Peer Group Composite 10.4 -4.4 5.6 27.6 -7.6 3.9 1.6 17.4 -3.7 10.8
Over / Under -0.4 -5.4 -1.8 26.5 -13.3 -1.3 7.2 9.4 3.5 -4.3
Performance vs peer group composite: Peter Walls
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
3 years
out of a possible 7
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 3
Funds currently managed
Fund Sole/Co-managed Sector Periods
Unicorn Mastertrust Co-managed UT Flexible Investment since Sep 19 2008 to present
Funds managed previously
Fund Periods
Unicorn Mastertrust since Dec 31 2001 to Mar 31 2008
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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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