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You are here: Manager factsheet

Richard Pease

FE Alpha Manager
CRUX Asset Management Limited
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FE Trustnet verdict
Overall, performing better than the peer group composite. Over a long track record, the manager has outperformed the peer group more often than not. Good stock picking has had a material positive impact on results, which have tended to be relatively better in a falling market.
Manager profile
Richard has over three decades of experience in the financial industry. After running funds with the Central Board of Finance and Windsor Investment Management, Richard joined Jupiter Asset Management in 1989 where he started and ran the Jupiter European fund and several other European vehicles. In 2001, he helped set up New Star Asset Management where he launched and managed both onshore and offshore European funds. On Henderson Global Investor’s acquisition of New Star in April 2009, he became a Director of European Equities. In October 2009, Richard launched the Henderson European Special Situations fund. Richard joined CRUX in June 2015 following a Scheme of Arrangement that allowed him to merge the Henderson European Special Situations fund with the CRUX European Special Situations fund. Richard also co-manages the CRUX European fund.
Total return for Richard Pease
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 : Richard Pease

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
Richard Pease 0.0 5.0 25.9 3.9 10.4 8.7 27.9 -12.9 18.3 37.3
Peer Group Composite -0.7 7.4 26.2 -0.9 6.2 16.1 23.8 -17.1 14.5 27.1
Over / Under 0.7 -2.4 -0.3 4.8 4.2 -7.4 4.1 4.2 3.8 10.2
Performance vs peer group composite: Richard Pease
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
4 years
out of a possible 7
 
Falling markets
UpDown
Outperformed peer group composite
3 years
out of a possible 3
Funds currently managed
Fund Sole/Co-managed Sector Periods
FP CRUX European Special Situations Co-managed UT Europe Excluding UK since Oct 01 2009 to present
FP CRUX European Co-managed UT Europe Excluding UK since Nov 02 2015 to present
CRUX (Lux) European Special Situations Co-managed FO Equity - Europe ex UK since Jun 01 2017 to present
CRUX (Lux) Pan-European Growth Lead manager FO Equity - Europe inc UK since Mar 26 2018 to present
Funds managed previously
Fund Periods
Janus Henderson European Growth since Jul 02 2001 to Oct 15 2014
New Star European Growth since Jul 23 2001 to fund close
Janus Henderson Horizon European Growth since Jun 18 2010 to Oct 15 2014
Jupiter European Special Situations since Mar 01 1999 to Apr 01 2001
New Star Global Europe Smaller Companies Portfolio since Sep 17 2009 to fund close
New Star Global European Portfolio since Sep 17 2009 to fund close
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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