Rosemary Banyard

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Rosemary Banyard
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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).

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Rosemary Banyard is a Trustnet FE fundinfo Alpha Manager who has maintained a consistently high alpha score over a proven track record in rising and falling markets.

Annualised total return over 21.8 years

+10.1%

Cumulative performance (% growth)

	1 year	3 years	5 years	7 years	10 years
Rosemary Banyard	-4.1	40.1	63.7	87.6	164.2
Peer Group Composite	-1.5	42.6	68.5	79.3	129.0
Over / Under	-2.6	-2.5	-4.8	8.3	35.2

Total return for Rosemary Banyard

Discrete calendar year performance : Rosemary Banyard

Discrete performance

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

Rosemary Banyard	-4.1	-4.0	52.1	-	5.0	16.0	-	6.7	-3.1	35.9
Peer Group Composite	-1.5	5.7	36.9	-	3.2	2.6	-	3.7	-1.7	25.3
Over / Under	-2.6	-9.7	15.2	-	1.8	13.4	-	3.0	-1.4	10.6

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 6

Falling markets

Outperformed peer group composite

0 years

out of a possible 2

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