Rob Burnett

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Manager factsheet

Rob Burnett
Waystone Management (UK) Limit, Link Fund Solutions (Luxembour
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Manager profile

Rob manages Lightman’s funds, having run European equity portfolios since 2005. Before founding Lightman in 2019, he worked at Neptune Investment Management, where he managed the European Opportunities Fund from 2005 to 2018. He was also head of analysis of the global financials sector, specialising in researching banks. Prior to running the European Opportunities Fund Rob managed the Neptune Japan Opportunities Fund. He studied Politics, Philosophy and Economics at Oxford

FOLLOW ON FUNDSWIRE

Annualised total return over 20.2 years

+9.1%

Cumulative performance (% growth)

	1 year	3 years	5 years	7 years	10 years
Rob Burnett	5.4	22.3	44.6	13.2	72.8
Peer Group Composite	6.9	7.5	35.2	31.5	89.4
Over / Under	-1.5	14.8	9.4	-18.3	-16.6

Total return for Rob Burnett

Discrete calendar year performance : Rob Burnett

Discrete performance

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

Rob Burnett	5.4	2.1	13.7	14.4	3.5	-5.7	-17.1	29.7	17.9	0.7
Peer Group Composite	6.9	7.3	-6.3	15.3	9.5	4.5	-6.9	23.7	11.2	4.9
Over / Under	-1.5	-5.2	20.0	-0.9	-6.0	-10.2	-10.2	6.0	6.7	-4.2

Performance vs peer group composite: Rob Burnett

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

3 years

out of a possible 10

Overall markets

Underperformed peer group composite

7 years

out of a possible 10

Rising markets

Outperformed peer group composite

2 years

out of a possible 8

Falling markets

Outperformed peer group composite

1 year

out of a possible 2

Funds currently managed

Fund	Sole/Co-managed	Sector	Periods

WS Lightman European	Co-managed	IA Europe Excluding UK	since Mar 29 2019 to present
LF Lightman European Equities	Co-managed	FO Equity - Europe inc UK	since Sep 14 2020 to present

Funds managed previously

Fund	Periods

Liontrust European Opportunities	since May 06 2005 to Dec 31 2018
Neptune European Max Alpha	since Dec 31 2007 to fund close
Neptune European Income	since Feb 11 2011 to Feb 10 2013
Neptune European Income	since Jun 01 2014 to fund close
Neptune European Long/Short Sector	since Dec 03 2012 to Sep 17 2013
Liontrust Japan Opportunities	since Aug 01 2004 to May 06 2005