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You are here: Manager factsheet

Alan Beaney

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Manager profile
Alan has worked in the investment industry for 29 years. He started as a property analyst at Phillips & Drew before moving into investment management with ICI Pension. Since then he has held a number of senior positions with firms such as Lloyds Investment Management and Investec Guinness Flight. Prior to joining RCBIM he was Head of Investment for Principal Investment Management and during his nine years there oversaw a dramatic increase in both the profitability and size of the business
Total return for Alan Beaney
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
Discrete calendar year performance : Alan Beaney

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
Alan Beaney 0.2 -9.7 13.6 -0.8 13.0 -4.3 18.1 19.8 2.4 3.2
Peer Group Composite 2.1 -1.0 13.3 -4.6 12.7 -5.3 12.3 16.9 -4.3 5.8
Over / Under -1.9 -8.7 0.3 3.8 0.3 1.0 5.8 2.9 6.7 -2.6
Performance vs peer group composite: Alan Beaney
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
7 years
out of a possible 10
Overall markets
Underperformed peer group composite
3 years
out of a possible 10
Rising markets
Outperformed peer group composite
4 years
out of a possible 6
Falling markets
Outperformed peer group composite
3 years
out of a possible 4
Funds currently managed
Fund Sole/Co-managed Sector Periods
IFSL RC Brown UK Primary Opportunities Co-managed UT UK All Companies since Sep 01 2009 to present
Funds managed previously
Fund Periods
Marlborough Ethical since Sep 01 2009 to fund close
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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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