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You are here: Manager factsheet

Hugo Ure

Troy Asset Management Ltd, Troy Asset Management
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Trustnet verdict
Overall, performing about the same as the peer group composite. Nevertheless, over a long track record, the manager has outperformed the peer group more often than not. stock picking has made a contribution to results, which have not been particularly exposed to falling markets.
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
 
 
 
 
 
9-45m
 
 
 
 
 
 
 
 
 
21-57m
 
 
 
 
 
 
 
 
 
33-69m
 
 
 
 
 
 
 
 
 
45-81m
 
 
 
 
 
 
 
 
 
57-93m
 
 
 
 
 
 
 
 
 
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 -8.8 9.6 4.4 5.6 10.1 13.8 7.5 16.9 13.4 -
Peer Group Composite -9.7 1.7 7.5 15.3 4.2 8.4 7.0 29.3 9.1 -
Over / Under 0.9 7.9 -3.1 -9.7 5.9 5.4 0.5 -12.4 4.3 -
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
Up
Outperformed peer group composite
6 years
out of a possible 9
 
Overall markets
Up
Underperformed peer group composite
3 years
out of a possible 9
 
Rising markets
UpDown
Outperformed peer group composite
5 years
out of a possible 8
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 1
Funds currently managed
Fund Sole/Co-managed Sector Periods
Trojan Income Co-managed IA UK Equity Income since Sep 01 2011 to present
Troy Income & Growth Trust plc Co-managed IT UK Equity Income since Feb 28 2015 to present
Trojan Ethical Income Lead manager IA Unclassified since Jan 06 2016 to present
Funds managed previously
Fund Periods
Troy Income & Growth Trust plc since Sep 01 2011 to Feb 28 2015
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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