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You are here: Manager factsheet

Alan Porter

Franklin Templeton Fund Mgt Lt, Sanlam Investments UK Limited
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Manager profile
Alan joined Sanlam in December 2020 to launch a global sustainable dividend fund.Alan has ten years of experience in global income investing with an increasing focus on sustainability.In 2010 Alan launched global equity income funds and has experience of managing both open-ended and closed-end products.
Total return for Alan Porter
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 Porter

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 Porter -13.0 21.5 -1.3 10.0 2.4 17.3 13.2 -2.4 0.0 23.5
Peer Group Composite -9.1 24.9 4.9 7.0 8.3 22.8 7.3 5.1 8.8 22.5
Over / Under -3.9 -3.4 -6.2 3.0 -5.9 -5.5 5.9 -7.5 -8.8 1.0
Performance vs peer group composite: Alan Porter
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 9
Falling markets
Outperformed peer group composite
0 years
out of a possible 1
Funds currently managed
Fund Sole/Co-managed Sector Periods
FTF Martin Currie Global Unconstrained Co-managed UT Global since Nov 01 2010 to present
Sanlam Sustainable Global Dividend Co-managed FO Equity - Ethical since Dec 06 2020 to present
Funds managed previously
Fund Periods
Securities Trust Of Scotland since Aug 01 2011 to May 10 2016
Legg Mason Martin Currie Global Dividend Opportunities since Mar 01 2018 to Sep 20 2019
Martin Currie Global since Jun 01 2009 to Dec 31 2009
Legg Mason IF Martin Currie Global Alpha since Jul 01 2009 to Dec 31 2009
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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