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You are here: Manager factsheet

Mike Fox

FE fundinfo Alpha Manager
RLUM (CIS) 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
Mike joined RLAM in August 2013 following the acquisition of The Co-operative Asset Management by the Royal London Group. He is Head of Sustainable Investments at RLAM. Mike became a fund manager in November 2003 when he took over managing the RL Sustainable Leaders Trust. Prior to this, Mike worked as a deputy fund manager at the Co-operative employee pension fund for two years and as an investment analyst for two years covering the utility, support services and media sectors. Mike originally trained and qualified as a chartered accountant with Ernst & Young in Manchester.
Total return for Mike Fox
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 : Mike Fox

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
Mike Fox 19.9 1.7 19.0 7.4 6.7 10.4 24.0 21.4 -0.4 9.2
Peer Group Composite 9.8 -2.0 14.7 7.7 2.6 5.4 19.3 12.4 -2.3 11.9
Over / Under 10.1 3.7 4.3 -0.3 4.1 5.0 4.7 9.0 1.9 -2.7
Performance vs peer group composite: Mike Fox
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
Royal London Sustainable Leaders Trust Lead manager UT UK All Companies since Nov 03 2003 to present
Royal London Sustainable World Trust Lead manager UT Mixed Investment 40-85% Shares since Sep 21 2009 to present
Royal London Sustainable Diversified Trust Lead manager UT Mixed Investment 20-60% Shares since Feb 01 2014 to present
Funds managed previously
Fund Periods
Royal London UK Ethical Equity since Feb 01 2016 to fund close
Royal London European Opportunities since Sep 30 2016 to Sep 30 2017
Royal London European Growth since Oct 14 2016 to Sep 30 2017
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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