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You are here: Manager factsheet

Hugo Ure

Troy Asset Management Ltd
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Manager profile
Hugo is co-manager of the Trojan Income Fund and Troy Income & Growth Trust. He is Manager of the Trojan Ethical Income Fund and has charge of Troy’s Responsible Investment processes. Hugo joined Troy in 2009 from Kleinwort Benson, where he was an equity analyst. Hugo gained his MA in Geology from Oxford University in 1999, following which he spent five years serving with the Scots Guards. He holds the CISI Diploma and is a CFA Charterholder.
Total return for Hugo Ure
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
Discrete calendar year performance : Hugo Ure

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
Hugo Ure 0.4 -0.5 3.4 8.2 -5.9 7.8 0.0 11.9 2.5 11.8
Peer Group Composite 5.9 1.5 0.0 30.3 -11.0 3.5 6.4 20.0 -2.8 7.2
Over / Under -5.5 -2.0 3.4 -22.1 5.1 4.3 -6.4 -8.1 5.3 4.6
Performance vs peer group composite: Hugo Ure
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
Outperformed peer group composite
5 years
out of a possible 10
Overall markets
Underperformed peer group composite
5 years
out of a possible 10
Rising markets
Outperformed peer group composite
3 years
out of a possible 8
Falling markets
Outperformed peer group composite
2 years
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
Trojan Ethical Income Lead manager IA Unclassified since Jan 06 2016 to present
Funds managed previously
Fund Periods
Trojan Income since Jan 19 2009 to Dec 31 2021
Troy Income & Growth Trust plc since Feb 28 2015 to Mar 14 2024
Troy Income & Growth Trust plc since Sep 01 2011 to Feb 28 2015
Trojan Ethical Income since Sep 09 2020 to fund close
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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