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You are here: Manager factsheet

Simon Clements

Liontrust, Liontrust Global Funds plc
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Manager profile
Simon Clements joined Liontrust in 2017 following the acquisition of Alliance Trust Investments, where he worked for 5 years. Prior to this, Simon spent 12 years at Aviva Investors (previously Morley Fund Management) where, most recently, he was Head of Global Equities. In his early career, Simon worked as a Portfolio Accountant and Risk and Performance Analyst before joining Aviva Investors in 2000 to help develop its global equity and SRI propositions. Simon is the lead manager of the Liontrust SF Global Growth Fund, GF SF Global Growth and SF Managed Growth Fund, and co-fund manager on the SF Managed, SF Cautious Managed and SF Defensive Managed funds. Simon holds a Bachelor of Economics from the University of Newcastle, Australia and a graduate diploma in Applied Finance & Investment from Securities Institute of Australia. Simon is a CFA Charterholder.
Total return for Simon Clements
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
 
 
 
 
 
55-91m
 
 
 
 
 
 
 
 
 
67-103m
 
 
 
 
 
 
 
 
 
79-115m
 
 
 
 
 
 
 
 
 
91-127m
 
 
 
 
 
 
 
 
 
103-139m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Simon Clements

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
Simon Clements 10.3 -0.8 -7.0 17.0 15.6 9.6 10.0 26.0 0.7 14.5
Peer Group Composite 11.9 -0.5 -0.7 19.1 2.9 0.8 4.7 23.6 -3.1 11.6
Over / Under -1.6 -0.3 -6.3 -2.1 12.7 8.8 5.3 2.4 3.8 2.9
Performance vs peer group composite: Simon Clements
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
6 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
4 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
5 years
out of a possible 7
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 3
Funds currently managed
Fund Sole/Co-managed Sector Periods
Liontrust Sustainable Future Managed Growth Co-managed IA Flexible Investment since Dec 05 2001 to present
Liontrust Sustainable Future Global Growth Co-managed IA Global since Nov 30 2010 to present
Liontrust Sustainable Future Managed Co-managed IA Mixed Investment 40-85% Shares since Feb 01 2013 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
Liontrust GF Sustainable Future Global Growth Co-managed FO Equity - Ethical since Nov 12 2019 to present
Liontrust GF Sustainable Future Multi Asset Global Co-managed FO Mixed Asset - Flexible since Oct 13 2021 to present
Liontrust GF Sustainable Future US Growth Co-managed IA North America since Jul 07 2023 to present
Funds managed previously
Fund Periods
Aviva Inv Global Equity Income since Nov 01 2008 to Feb 29 2012
Aviva Investors Global Equity Thematic since May 01 2009 to Mar 14 2012
Alliance Trust PLC since Oct 01 2014 to Mar 31 2017
Aviva Investors Sustainable Future Global Equity since Nov 01 2010 to fund close
Alliance Trust Global Thematic Opportunities since Sep 01 2014 to fund close
RBS Coutts Managed Adventurous since May 17 2019 to May 18 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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