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You are here: Manager factsheet

Adam Carroll
NFU Mutual Unit Managers Ltd
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FE Trustnet verdict
Overall, performing about the same as the peer group composite. However, over a long track record, the manager has, period by period, over- and under-performed roughly equally. stock picking has made a contribution to results, which have tended to be relatively better in a falling market.
Manager profile
Adam Carroll is a Senior Investment Manager for NFU Mutual's UK Equity team and has overall responsibility for the UK Equity IncomeFund. Adam joined NFU Mutual in October 2004, initially on the Fixed Income desk before moving into his current role in August 2005. Adam graduated from Warwick University (2004) with a first class honours degree in Mathematics and is a Chartered Financial Analyst.
Total return for Adam Carroll
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
 
 
 
 
 
0-36m
 
 
 
 
 
 
 
 
 
12-48m
 
 
 
 
 
 
 
 
 
24-60m
 
 
 
 
 
 
 
 
 
36-72m
 
 
 
 
 
 
 
 
 
48-84m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Adam Carroll

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
Adam Carroll 0.3 7.2 15.9 3.5 3.1 11.8 16.5 0.7 23.8 14.2
Peer Group Composite -2.8 6.0 19.3 -3.2 7.2 13.5 20.0 -1.4 21.7 18.5
Over / Under 3.1 1.2 -3.4 6.7 -4.1 -1.7 -3.5 2.1 2.1 -4.3
Performance vs peer group composite: Adam Carroll
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
5 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
5 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
2 years
out of a possible 7
 
Falling markets
UpDown
Outperformed peer group composite
3 years
out of a possible 3
Funds currently managed
Fund Sole/Co-managed Sector Periods
NFU Mutual UK Equity Income Lead manager UT UK Equity Income since Jun 01 2009 to present
Funds managed previously
Fund Periods
No previously managed funds
Data provided by FE. Care has been taken to ensure that the information is correct, but FE 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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