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You are here: Manager factsheet

Charlotte Yonge
Troy Asset Management Ltd, Personal Assets
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Manager profile
Charlotte is the Assistant Fund Manager of the Trojan Fund and Fund Manager of the Trojan Ethical Fund, with responsibility for multi-asset coverage and the analysis of global companies and their selection for Troy’s portfolios. Charlotte joined Troy in 2013 from Ruffer Investment Management, where she worked as an Investment Associate. Graduating from Cambridge with an MA in Modern Languages, Charlotte holds the CISI Diploma and is a CFA Charterholder.
Total return for Charlotte Yonge
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
 
 
 
 
 
53-89m
 
 
 
 
 
 
 
 
 
65-101m
 
 
 
 
 
 
 
 
 
24-60m
 
 
 
 
 
 
 
 
 
36-72m
 
 
 
 
 
 
 
 
 
48-84m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Charlotte Yonge

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
Charlotte Yonge 5.1 -4.2 9.8 9.1 5.2 2.6 -2.8 12.2 7.1 8.2
Peer Group Composite 7.6 -3.7 4.2 23.0 -6.8 3.8 0.8 16.3 -3.3 10.6
Over / Under -2.5 -0.5 5.6 -13.9 12.0 -1.2 -3.6 -4.1 10.4 -2.4
Performance vs peer group composite: Charlotte Yonge
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 7
 
Falling markets
UpDown
Outperformed peer group composite
2 years
out of a possible 3
Funds currently managed
Fund Sole/Co-managed Sector Periods
Crystal Co-managed (deputy) IA Unclassified since Feb 25 2013 to present
Trojan Co-managed (deputy) IA Flexible Investment since Feb 25 2013 to present
Trojan Ethical Lead manager IA Flexible Investment since Mar 22 2019 to present
Personal Assets Trust plc Co-managed (deputy) IT Flexible Investment since May 01 2020 to present
Trojan Ethical Ireland Lead manager FO Mixed Asset - Flexible since Oct 07 2020 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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