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You are here: Manager factsheet

Marcus Phayre-Mudge
Columbia Threadneedle Investme
pdfIcon Manager factsheet pdf    rss feed RSS Feed
Manager profile
Marcus has been managing TR Property Investment Trust since 2011 and is a partner at Thames River Capital (now part of Columbia Threadneedle Investments). Previously he was a fund manager at Henderson Global Investors from 1997 to 2004. Along with managing the TR Property Investment Trust, he is a co-manager of the CT Property Growth & Income Fund (which he launched in 2005) and CT Global Real Estate Securities Fund. Prior to joining Henderson, Marcus was an Associate Partner at Knight Frank. He is a Chartered Surveyor and holds a BSc (Hons) in Land Management from Reading University.
Total return for Marcus Phayre-Mudge
Manager career performance
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
 
 
 
 
 
53-89m
 
 
 
 
 
 
 
 
 
65-101m
 
 
 
 
 
 
 
 
 
77-113m
 
 
 
 
 
 
 
 
 
89-125m
 
 
 
 
 
 
 
 
 
101-137m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Marcus Phayre-Mudge

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
Marcus Phayre-Mudge 13.7 -25.6 17.3 16.8 -8.8 6.7 8.3 6.8 3.6 23.2
Peer Group Composite 11.6 -21.0 14.1 17.1 -10.0 5.7 8.8 6.7 2.5 14.5
Over / Under 2.1 -4.6 3.2 -0.3 1.2 1.0 -0.5 0.1 1.1 8.7
Performance vs peer group composite: Marcus Phayre-Mudge
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
7 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
3 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
1 year
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
TR Property Investment Trust plc Lead manager IT Property Securities since Oct 01 2004 to present
CT European Real Estate Securities Co-managed IA Property Other since Apr 08 2010 to present
CT Real Estate Equity Market Neutral Co-managed FO Hedge/Stru Prod - Equity since Dec 03 2012 to present
CT Global Real Estate Securities Co-managed IA Property Other since Dec 18 2013 to present
CT Property Growth & Income Co-managed IA Property Other since Feb 02 2015 to present
Funds managed previously
Fund Periods
F&C Longstone Limited Fund since Nov 30 2007 to fund close
TR Property Investment Trust plc Sigma since Jul 25 2007 to fund close
BMO US Real Estate Equity Long/Short since Mar 01 2017 to fund close
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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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