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You are here: Manager factsheet

Anna Macdonald

Amati Global Investors, Amati Global Investors Limited
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Trustnet verdict
Overall, performing about the same as the peer group composite. Nevertheless, over a fairly lengthy track record, the manager has outperformed the peer group more often than not. stock picking has not really benefited results, which have tended to be similar in rising and falling markets.
Manager profile
Anna Wilson is an experienced fund manager specialising in UK equities. Anna joined the Amati team in 2018 from Adam and Company, where she led research for the PAM-award winning wealth manager. She brings her expertise running the successful AIM-listed portfolio service to Amati as well as a breadth of experience in managing substantial OEICs, private client and charity portfolios. She co-managed the Adam Worldwide Fund and the Stewart Ivory Investment Markets Fund which won three Lipper Awards under her stewardship.
Total return for Anna Macdonald
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
 
 
 
 
 
7-43m
 
 
 
 
 
 
 
 
 
19-55m
 
 
 
 
 
 
 
 
 
31-67m
 
 
 
 
 
 
 
 
 
43-79m
 
 
 
 
 
 
 
 
 
55-91m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Anna Macdonald

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
Anna Macdonald -3.2 -4.8 10.2 28.4 -3.6 13.3 4.9 25.4 - -
Peer Group Composite -8.3 -5.1 10.0 28.3 -2.8 13.4 4.5 26.5 - -
Over / Under 5.1 0.3 0.2 0.1 -0.8 -0.1 0.4 -1.1 - -
Performance vs peer group composite: Anna Macdonald
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 8
 
Overall markets
Up
Underperformed peer group composite
3 years
out of a possible 8
 
Rising markets
UpDown
Outperformed peer group composite
3 years
out of a possible 5
 
Falling markets
UpDown
Outperformed peer group composite
2 years
out of a possible 3
Funds currently managed
Fund Sole/Co-managed Sector Periods
Amati Aim VCT Plc Co-managed IT VCT AIM Quoted since Jan 01 2018 to present
TB Amati UK Smaller Companies Co-managed IA UK Smaller Companies since Feb 01 2018 to present
Funds managed previously
Fund Periods
LF Adam Worldwide since Apr 01 2012 to Aug 31 2017
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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