John Kelly

Toolset

Fund Performance

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Manager factsheet

John Kelly
Phoenix Unit Trust Managers
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Manager profile

John Kelly joined CCLA in June 2007 as Head of Client Investment. He joined from Abbey where he was Director Retail Channels, a role with fund management and client service responsibilities. Before joining Abbey, John was investment director for Barclay's unit trust businesses where he was instrumental in the launch of BGI funds and b2.

FOLLOW ON FUNDSWIRE

Annualised total return over 20.1 years

+6.6%

Cumulative performance (% growth)

	1 year	3 years	5 years	7 years	10 years
John Kelly	2.7	2.6	14.1	25.7	71.2
Peer Group Composite	6.1	4.3	30.8	46.5	98.9
Over / Under	-3.4	-1.7	-16.7	-20.8	-27.7

Total return for John Kelly

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

54-90m

66-102m

78-114m

90-126m

102-138m

Discrete calendar year performance : John Kelly

Discrete performance

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

John Kelly	2.7	-0.5	0.9	24.4	-10.6	3.3	6.4	24.4	-3.6	14.6
Peer Group Composite	6.1	0.2	-1.9	32.1	-5.1	4.2	7.2	23.2	-3.0	13.6
Over / Under	-3.4	-0.7	2.8	-7.7	-5.5	-0.9	-0.8	1.2	-0.6	1.0

Performance vs peer group composite: John Kelly

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

3 years

out of a possible 10

Overall markets

Underperformed peer group composite

7 years

out of a possible 10

Rising markets

Outperformed peer group composite

2 years

out of a possible 7

Falling markets

Outperformed peer group composite

1 year

out of a possible 3

Funds currently managed

Fund	Sole/Co-managed	Sector	Periods

PUTM Far Eastern	Lead manager	UT Asia Pacific Excluding Japan	since Apr 01 2004 to present
PUTM UK All Share Index	Lead manager	UT UK All Companies	since Apr 30 2004 to present
PUTM UK Equity Listed	Lead manager	UT UK All Companies	since Jun 01 2004 to present

Funds managed previously

Fund	Periods

PUTM International Growth	since Jun 01 2004 to fund close
PUTM Cautious	since Aug 01 2004 to fund close
PUTM Opportunity	since Aug 01 2004 to fund close
PUTM North American	since Apr 01 2004 to fund close
Scot Mut Japanese	since Apr 01 2004 to fund close
Scot Mut UK Smaller Cos Equity	since Jun 01 2004 to fund close