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You are here: Manager factsheet

Peter Michaelis
Liontrust Fund Partners LLP, Liontrust Global Funds plc
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FE 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. stock picking has made a contribution to results, which have not been particularly exposed to falling markets.
Manager profile
Peter Michaelis transferred to Liontrust in April 2017. Beforehand he was Head of Investment at Alliance Trust Investments. In 2001, he joined Aviva Investors, where he was promoted to Head of Sustainable and Responsible Investment in 2005. Peter has been lead fund manager on both the Sustainable Future (SF) Managed and SF UK Growth funds since April 2005, and the UK Ethical fund since May 2001. He is co-fund manager on SF Pan European, SF European Growth, SF Global and SF Absolute Growth funds. Peter is also responsible for managing the relationship with the Advisory Committee. Peter holds an MA in Physics from Oxford University, an MSc in Energy & Environmental Engineering and a PhD in Environmental Economics.
Total return for Peter Michaelis
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
 
 
 
 
 
0-36m
 
 
 
 
 
 
 
 
 
12-48m
 
 
 
 
 
 
 
 
 
24-60m
 
 
 
 
 
 
 
 
 
36-72m
 
 
 
 
 
 
 
 
 
48-84m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Peter Michaelis

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
Peter Michaelis 8.8 9.2 23.3 1.9 11.2 9.5 23.0 -7.6 21.9 15.6
Peer Group Composite 2.4 5.6 20.1 1.2 6.0 10.7 20.1 -9.7 20.9 18.3
Over / Under 6.4 3.6 3.2 0.7 5.2 -1.2 2.9 2.1 1.0 -2.7
Performance vs peer group composite: Peter Michaelis
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
7 years
out of a possible 9
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 1
Funds currently managed
Fund Sole/Co-managed Sector Periods
Liontrust UK Ethical Co-managed IA UK All Companies since Dec 01 2000 to present
Liontrust Sustainable Future Absolute Growth Co-managed IA Flexible Investment since Feb 19 2001 to present
Liontrust Sustainable Future European Growth Co-managed IA Europe Excluding UK since Feb 19 2001 to present
Liontrust Sustainable Future Global Growth Co-managed IA Global since Feb 19 2001 to present
Liontrust Sustainable Future Managed Co-managed IA Mixed Investment 40-85% Shares since Feb 19 2001 to present
Liontrust Sustainable Future UK Growth Co-managed IA UK All Companies since Feb 19 2001 to present
Liontrust GF Sustainable Future Pan European Growth Co-managed FO Equity - Europe inc UK since Mar 14 2001 to present
Liontrust Sustainable Future Cautious Managed Co-managed IA Mixed Investment 40-85% Shares since Jul 23 2014 to present
Liontrust Sustainable Future Defensive Managed Co-managed IA Mixed Investment 20-60% Shares since Jul 23 2014 to present
Funds managed previously
Fund Periods
Liontrust Sustainable Future European Growth since Sep 30 2008 to Dec 31 2009
Liontrust Sustainable Future European Growth since Jul 01 2011 to Jul 31 2012
Data provided by FE. Care has been taken to ensure that the information is correct, but FE 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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