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You are here: Manager factsheet

Felix Wintle
Valu-Trac Investment Managemen
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Manager profile
Felix Wintle joined Tyndall Investment Management in March 2017. Before joining Tyndall, he was Head of US Equities at Neptune Investment Management where he managed the £750m Neptune US Opportunities Fund from 2005 to 2016.
Total return for Felix Wintle
Manager career performance
Discrete calendar year performance : Felix Wintle

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
Felix Wintle 27.4 -8.8 -6.3 60.5 -6.4 15.3 0.3 - -4.3 14.3
Peer Group Composite 27.0 -5.8 16.4 41.8 -2.7 15.9 0.4 - -0.6 19.3
Over / Under 0.4 -3.0 -22.7 18.7 -3.7 -0.6 -0.1 - -3.7 -5.0
Performance vs peer group composite: Felix Wintle
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
2 years
out of a possible 9
 
Overall markets
Up
Underperformed peer group composite
7 years
out of a possible 9
 
Rising markets
UpDown
Outperformed peer group composite
2 years
out of a possible 6
 
Falling markets
UpDown
Outperformed peer group composite
0 years
out of a possible 3
Funds currently managed
Fund Sole/Co-managed Sector Periods
VT Tyndall North American Lead manager UT North America since Jul 07 2017 to present
Funds managed previously
Fund Periods
Liontrust US Opportunities since Aug 01 2005 to May 24 2016
Neptune Global Income since May 02 2006 to Jun 29 2016
Neptune US Max Alpha since Dec 15 2008 to fund close
Liontrust Latin America since Dec 03 2007 to Dec 31 2011
City Financial Diversified Absolute Return since Jan 01 2004 to Sep 13 2006
Liontrust US Income since Jun 01 2014 to Jun 29 2016
Liontrust US Income since Mar 01 2013 to May 31 2014
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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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