Peter Michaelis

Toolset

Poll

Do you think multi-asset funds offer good diversification?

	Yes
	No
	Don't know

Vote

Fund Performance

You are here:

FE Trustnet Fund managers

Manager factsheet

Peter Michaelis
Liontrust Fund Partners LLP, Liontrust Global Funds plc
Manager factsheet pdf RSS Feed


	FE Trustnet verdict Overall, performing about the same as the peer group composite. Nevertheless, 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 tended to be relatively better in a falling market.

Manager profile

Peter has worked in fund management since 2000. Before joining Alliance Trust Investments in August 2012, Peter spent 11 years at Aviva Investors where, most recently, he was Head of Sustainable and Responsible Investment. After completing a PhD in Environmental Economics, Peter started his career working for the Steel Construction Institute as an Environmental Engineer. He then moved to Henderson Global Investors where he worked as an SRI Analyst and Assistant Fund Manager. In 2001 he moved to Aviva Investors, where he was promoted to lead manager on a number of its sustainable investment funds. Peter holds an MA in Physics from Oxford University, an MSc in Energy & Environmental Engineering and a PhD in Environmental Economics. In addition, he holds the CFA Society of the UK Investment Management Certificate.

FOLLOW ON FUNDSWIRE

Annualised total return over 18.2 years

+4.9%

Cumulative performance (% growth)

	1 year	3 years	5 years	7 years	10 years
Peter Michaelis	-2.0	35.4	47.0	100.7	168.8
Peer Group Composite	-5.0	26.9	32.7	70.7	137.1
Over / Under	3.0	8.5	14.3	30.0	31.7

Total return for Peter Michaelis

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 : Peter Michaelis

Discrete performance

	0-12m	12-24m	24-36m	36-48m	48-60m	60-72m	72-84m	84-96m	96-108m	108-120m

Peter Michaelis	-2.0	16.6	17.0	0.5	8.6	16.3	17.4	-4.9	17.0	20.9
Peer Group Composite	-5.0	11.8	18.6	-3.2	7.9	11.1	15.8	-6.3	16.8	26.8
Over / Under	3.0	4.8	-1.6	3.7	0.7	5.2	1.6	1.4	0.2	-5.9

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

Outperformed peer group composite

8 years

out of a possible 10

Overall markets

Underperformed peer group composite

2 years

out of a possible 10

Rising markets

Outperformed peer group composite

5 years

out of a possible 7

Falling markets

Outperformed peer group composite

3 years

out of a possible 3

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