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You are here: Manager factsheet

Charles L. Heenan

Evelyn Partners Fund Solutions
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Manager profile
Charles heads our investment team and has been running the portfolio with Geoff since they launched it in July 2007. Charles has 20 years’ experience in global stock markets and over this time developed a distinct value approach to global investing. Prior to Kennox, Charles was a key member of the highly successful Asia Pacific (ex Japan) and Emerging Markets team’s investment activities at Stewart Investors (previously First State Investments).
Total return for Charles L. Heenan
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
 
 
 
 
 
55-91m
 
 
 
 
 
 
 
 
 
67-103m
 
 
 
 
 
 
 
 
 
79-115m
 
 
 
 
 
 
 
 
 
91-127m
 
 
 
 
 
 
 
 
 
103-139m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Charles L. Heenan

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
Charles L. Heenan 20.1 -4.4 15.0 9.7 -8.1 -4.1 3.5 23.2 0.6 2.8
Peer Group Composite 15.0 2.4 -0.7 23.6 7.0 2.4 7.8 28.3 -2.9 13.6
Over / Under 5.1 -6.8 15.7 -13.9 -15.1 -6.5 -4.3 -5.1 3.5 -10.8
Performance vs peer group composite: Charles L. Heenan
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
3 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
7 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
1 year
out of a possible 8
 
Falling markets
UpDown
Outperformed peer group composite
2 years
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
SVS Kennox Strategic Value Co-managed UT Global since Jul 01 2007 to present
Funds managed previously
Fund Periods
No previously managed funds
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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