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You are here: Manager factsheet

Kenneth A Broekaert

FE fundinfo Alpha Manager
St. Jamess Place UT Group Ltd
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Trustnet verdict
Overall, performing better than the peer group composite. Over a long track record, the manager has, period by period, consistently managed to outperform the peer group. Good stock picking has had a material positive impact on results, which have not been particularly exposed to falling markets.
Manager profile
Ken is Vice President and Portfolio Manager of European Equities at Burgundy Asset Management. Ken joined Burgundy in April 2003, having previously worked at The Boston Consulting Group, working closely with the senior management of blue chip companies, developing and implementing business strategies to enhance competitive advantage and drive profitable growth. Ken graduated from the Richard Ivey School of Business in 1998 and earned his MBA in 2003. He was awarded the Chartered Financial Analyst designation in 2005 and is a member of the CFA institute.
Total return for Kenneth A Broekaert
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 : Kenneth A Broekaert

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
Kenneth A Broekaert 11.7 1.5 14.9 15.1 8.5 4.3 26.4 20.0 -4.3 11.7
Peer Group Composite 13.1 -1.5 18.2 12.2 5.0 2.2 25.6 15.5 -8.3 5.1
Over / Under -1.4 3.0 -3.3 2.9 3.5 2.1 0.8 4.5 4.0 6.6
Performance vs peer group composite: Kenneth A Broekaert
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
8 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
2 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
6 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
SJP Greater European Progressive Co-managed UT Europe Including UK since Sep 01 2009 to present
SJP Worldwide Opportunities Co-managed UT Global since Dec 15 2015 to present
Funds managed previously
Fund Periods
No previously managed funds
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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