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You are here: Manager factsheet

Rosemary Banyard

Valu-Trac Investment Managemen
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Manager profile
Rosemary began her career with James Capel & Co where she was a senior investment analyst for 12 years. She rose to prominence and developed a reputation as a leading female fund manager in the UK after joining Schroders in 1997. Rosemary spent nearly 20 years at Schroders and was for many years lead manager of the award-winning Schroder UK Mid Cap Fund Plc as well as heading up several other UK equity mandates, managing total assets of circa £1 billion. The Schroder UK Mid Cap Trust returned 17% p.a. while Rosemary was manager and in her two and a half years (to June 2019) managing money at Sanford DeLand the CFP SDL Free Spirit Fund returned 31%, placing it in the top decile of the IA UK All Companies sector. Rosemary joined Downing in March 2020 to launch the VT Downing Unique Opportunities Fund (DUO).
Total return for Rosemary Banyard
Discrete calendar year performance : Rosemary Banyard

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
Rosemary Banyard 9.2 -1.9 -11.7 48.2 - 5.8 19.2 - 3.6 1.4
Peer Group Composite 6.7 2.1 0.4 29.6 - 1.3 7.3 - 0.9 2.2
Over / Under 2.5 -4.0 -12.1 18.6 - 4.5 11.9 - 2.7 -0.8
Performance vs peer group composite: Rosemary Banyard
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
5 years
out of a possible 8
Overall markets
Underperformed peer group composite
3 years
out of a possible 8
Rising markets
Outperformed peer group composite
5 years
out of a possible 8
Falling markets
Outperformed peer group composite
0 years
out of a possible 0
Funds currently managed
Fund Sole/Co-managed Sector Periods
VT Downing Unique Opportunities Lead manager UT UK All Companies since Mar 17 2020 to present
Funds managed previously
Fund Periods
Schroder Institutional UK Smaller Companies since Mar 02 1992 to May 30 2015
Schroder UK Smaller Companies since Dec 01 1998 to Mar 31 2016
Schroder UK Mid Cap since Apr 30 2003 to Mar 31 2016
CFP SDL Free Spirit since Jan 03 2017 to Jul 02 2019
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.

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