PLEASE TELL US A LITTLE ABOUT YOURSELF SO THAT WE CAN DISPLAY THE MOST
APPROPRIATE CONTENT TO YOU:

This site uses cookies. Some of the cookies are essential for parts of the site to operate and have already been set. You may delete and block all cookies from this site, but if you do, parts of the site may not work. To find out more about cookies used on Trustnet and how you can manage them, see our Privacy and Cookie Policy.

By clicking "I Agree" below, you acknowledge that you accept our Privacy Policy and Terms of Use.

For more information Click here

Login

Password Reminder
Not Registered? Click Here

Register

Register
It's look like you're leaving us

What would you like us to do with the funds you've selected

Show me all my options Forget them Save them
Customise this table
You are here: Manager factsheet

Paul Marriage

 FE fundinfo Alpha Manager
Schroder UT Managers, Thesis Unit Trust Mgmt Ltd, Hedge Invest International Fun
pdfIcon Manager factsheet pdf    rss feed RSS Feed
Manager profile
Paul launched Tellworth Investments in October 2017. He joined Cazenove Capital in 2005 and became Head of UK Dynamic at Schroders in 2013 after the acquisition of Cazenove. Prior to this, Paul was Head of UK Small Cap investments at Insight Investments and an analyst at GH Asset Management. He has over 20 years of investment experience. Paul graduated from University College, Oxford University with a degree in Modern History.
Total return for Paul Marriage
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 : Paul Marriage

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
Paul Marriage 4.0 -2.7 1.8 21.5 -0.5 -1.6 7.0 21.6 8.5 -9.7
Peer Group Composite 5.3 -2.6 1.3 20.6 -3.8 0.5 3.7 12.9 4.4 0.1
Over / Under -1.3 -0.1 0.5 0.9 3.3 -2.1 3.3 8.7 4.1 -9.8
Performance vs peer group composite: Paul Marriage
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 10
 
Overall markets
Up
Underperformed peer group composite
4 years
out of a possible 10
 
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 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
Schroder Tellworth UK Dynamic Absolute Return Co-managed IA Targeted Absolute Return since Sep 07 2009 to present
TM Tellworth UK Smaller Companies Co-managed IA UK Smaller Companies since Nov 29 2018 to present
HI European Market Neutral Co-managed FO Hedge/Stru Prod - Equity since Jan 01 2020 to present
Funds managed previously
Fund Periods
Schroder GAIA Tellworth UK Dynamic Absolute Return since May 16 2005 to fund close
Schroder UK Dynamic Smaller Companies since Jan 03 2006 to Jul 31 2017
Halifax Smaller Companies since Mar 01 2003 to Sep 30 2005
Insight UK Small Cap since Aug 01 2003 to Sep 30 2005
News & Research: Related articles sector Sector fund Fund group Group manager Manager
Group Six managers ascend to FE fundinfo’s Alpha Manager ‘Hall of Fame’ By Emma Wallis  18-Apr-2024
Sector Why the size of investment trusts matters to investors By Jean-Baptiste Andrieux  17-Apr-2024
Group Investors sell Fundsmith and Baillie Gifford funds in the first quarter of 2024 By Jean-Baptiste Andrieux  17-Apr-2024
Group Bond fund flows: Investors penalise Allianz Strategic Bond and Janus Henderson Strategic Bond for poor performance By Matteo Anelli  16-Apr-2024
Sector Two trusts to consider as the UK market starts to recover By Jonathan Jones  15-Apr-2024
Group Funds for junior ISAs to profit from long-term trends By Emma Wallis  04-Apr-2024
Fund Why are we all waiting for the small-cap influencer? By Darius McDermott  04-Apr-2024
The best and worst funds of Q1 2024 By Gary Jackson  04-Apr-2024
Group The UK equity income funds that have ticked (just about) all the boxes since 2021 By Gary Jackson  02-Apr-2024
Group The smaller companies funds that keep delivering the most bang for your buck By Matteo Anelli  02-Apr-2024
Group Revealed: The nominees for the Alpha Manager of the Year Awards 2024 By Emma Wallis  28-Mar-2024
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.

LATEST :

Five reasons to keep hold of your defensive funds

13:00 | Monday, January 20, 2014

Close

You are currently using an old browser which will not be supported by Trustnet after 31/07/2016. To ensure you benefit from all features on the site, please update your browser.   Close

© Trustnet Limited 2024. All Rights Reserved.
Please read our Terms of Use / Disclaimer and Privacy and Cookie Policy.
Data supplied in conjunction with Refinitiv and London Stock Exchange Plc