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You are here: Manager factsheet

Ben Peters
Evenlode Investment Management
pdfIcon Manager factsheet pdf    rss feed RSS Feed
Manager profile
Ben is the co-founder of Evenlode and is a fund manager on the Evenlode Global Income Fund, launched in 2017. He has worked on the Evenlode Income fund since launch in 2009. Prior to launching Evenlode Ben was a physicist, holding a doctorate from the University of Oxford and a first-class degree from University College London. He holds the Investment Management Certificate and level 1 of the Chartered Financial Analyst qualification.
Total return for Ben Peters
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
 
 
 
 
 
61-97m
 
 
 
 
 
 
 
 
 
73-109m
 
 
 
 
 
 
 
 
 
85-121m
 
 
 
 
 
 
 
 
 
97-133m
 
 
 
 
 
 
 
 
 
109-145m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Ben Peters

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
Ben Peters 9.2 3.1 -0.5 18.4 0.1 17.3 9.3 15.9 14.3 7.0
Peer Group Composite 17.4 3.2 -0.7 16.8 2.5 11.1 0.2 14.9 6.6 4.0
Over / Under -8.2 -0.1 0.2 1.6 -2.4 6.2 9.1 1.0 7.7 3.0
Performance vs peer group composite: Ben Peters
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
7 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
3 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
6 years
out of a possible 9
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 1
Funds currently managed
Fund Sole/Co-managed Sector Periods
IFSL Evenlode Income Co-managed (deputy) UT UK All Companies since Dec 01 2012 to present
IFSL Evenlode Global Income Lead manager UT Global Equity Income since Nov 20 2017 to present
Funds managed previously
Fund Periods
No previously managed funds
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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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