Francis Brooke

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Fund Performance

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Manager factsheet

Francis Brooke
Troy Asset Management
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Manager profile

Francis is the Investment Director and is responsible for Troy’s UK Equity Income Strategy. He is the Co-Manager of the Trojan Income Fund and Troy Income & Growth Trust. 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.

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Francis Brooke is a Trustnet FE fundinfo Alpha Manager who has maintained a consistently high alpha score over a proven track record in rising and falling markets.

Annualised total return over 18 years

+6.8%

Cumulative performance (% growth)

	1 year	3 years	5 years	7 years	10 years
Francis Brooke	-11.1	-11.9	-0.7	19.8	63.3
Peer Group Composite	-12.2	1.0	5.3	31.7	74.7
Over / Under	1.1	-12.9	-6.0	-11.9	-11.4

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

35-71m

47-83m

59-95m

71-107m

83-119m

Discrete calendar year performance : Francis Brooke

Discrete performance

	0-12m	12-24m	24-36m	36-48m	48-60m	60-72m	72-84m	84-96m	96-108m	108-120m

Francis Brooke	-11.1	9.3	-9.3	8.8	2.8	4.6	15.3	9.8	10.6	11.8
Peer Group Composite	-12.2	34.6	-14.5	-0.9	5.1	12.7	10.9	1.5	5.9	22.7
Over / Under	1.1	-25.3	5.2	9.7	-2.3	-8.1	4.4	8.3	4.7	-10.9

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