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You are here: Manager factsheet

Francis Brooke

FE fundinfo Alpha Manager
Troy Asset Management Ltd, Troy Asset Management
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Trustnet verdict
Overall, performing better than the peer group composite. Over a long track record, the manager has outperformed the peer group more often than not. Good stock picking has had a material positive impact on results, which have not been particularly exposed to falling markets.
Manager profile
Francis is the Investment Director and co-manager of the Trojan Income Fund and Troy Income & Growth Trust. He has 33 years’ investment experience. He joined Troy in June 2004 and launched the Trojan Income Fund later that year. He was appointed manager of Troy Income & Growth Trust in July 2009. Francis began his career in 1986 at Kleinwort Benson Securities and then joined Foreign & Colonial Management Ltd in 1989, where he was appointed Director in 1995. From 1997 to 2004 he worked for Merrill Lynch Investment Managers as a Director, managing over £1.5 billion of UK Equities. Francis gained his MA in Politics from Edinburgh University and holds the ASIP qualification. He is an Associate Member of the CFA Society of the UK.
Total return for Francis Brooke
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
 
 
 
 
 
1-37m
 
 
 
 
 
 
 
 
 
13-49m
 
 
 
 
 
 
 
 
 
25-61m
 
 
 
 
 
 
 
 
 
37-73m
 
 
 
 
 
 
 
 
 
49-85m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Francis Brooke

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
Francis Brooke 13.6 0.2 8.6 5.4 11.5 13.8 14.1 11.4 12.3 13.3
Peer Group Composite 9.5 -3.8 13.3 4.2 4.7 5.4 25.9 16.6 -0.2 13.2
Over / Under 4.1 4.0 -4.7 1.2 6.8 8.4 -11.8 -5.2 12.5 0.1
Performance vs peer group composite: Francis Brooke
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
5 years
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
Trojan Income Co-managed UT UK Equity Income since Sep 30 2004 to present
Troy Income & Growth Trust plc Co-managed IT UK Equity Income since Jul 31 2009 to present
Funds managed previously
Fund Periods
Trojan Global Equity since May 01 2008 to Oct 31 2011
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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