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You are here: Manager factsheet

Simon Edelsten
HANetf Ltd, Vermeer Investment Management
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Manager profile
Simon chairs the investment committee at goshawk Asset Management, After graduating from Trinity College, Oxford, he joined Phillips & Drew in 1985 and moved to Dresdner Kleinwort Benson in 1997 as head of European equity sales. From there he went to Taube Hodson Stonex (THS) in 2001: in a five-man team, Simon, Alex Illingworth and Rosanna Burcheri launched the Global Select fund at artemis in 2011, later managing the Mid Wynd Investment Trust. Simon left Artemis in 2023.
Total return for Simon Edelsten
Manager career performance
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
 
 
 
 
 
61-97m
 
 
 
 
 
 
 
 
 
73-109m
 
 
 
 
 
 
 
 
 
85-121m
 
 
 
 
 
 
 
 
 
97-133m
 
 
 
 
 
 
 
 
 
109-145m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Simon Edelsten

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 Edelsten 3.5 0.6 -9.8 18.8 14.5 17.3 3.5 17.8 21.0 12.4
Peer Group Composite 4.3 1.2 -10.0 16.1 11.4 11.3 1.8 20.5 17.6 4.5
Over / Under -0.8 -0.6 0.2 2.7 3.1 6.0 1.7 -2.7 3.4 7.9
Performance vs peer group composite: Simon Edelsten
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
6 years
out of a possible 9
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 1
Funds currently managed
Fund Sole/Co-managed Sector Periods
HAN Global Balanced UCITS ETF Co-managed (deputy) IA Unclassified since Aug 01 2024 to present
Vermeer Global Co-managed (deputy) IA Global since Nov 01 2024 to present
Funds managed previously
Fund Periods
Artemis Global Select since Jun 16 2011 to Sep 29 2023
Mid Wynd International Investment Trust PLC since May 01 2014 to Sep 30 2023
GAM International Growth & Value since Jan 01 2001 to Apr 30 2010
SJP International since Jan 01 2001 to Apr 30 2010
SJP UK since Jun 01 2000 to Aug 31 2009
Electric & General IT Plc since Sep 10 2004 to Apr 30 2010
MGTS Sentinel Growth since Apr 10 2018 to Sep 29 2023
Artemis Funds (Lux) - Global Focus since Nov 19 2019 to Sep 29 2023
News & Research: Related articles sector Sector fund Fund group Group manager Manager
Sector The perfect portfolio for someone who’s retiring By Emma Wallis  20-Dec-2024
Sector Two-fund portfolios: The value/growth approach By Matteo Anelli  27-Nov-2024
Sector The ‘hidden gem’ funds you may not know yet By Patrick Sanders  20-Nov-2024
Group The immediate fund winners from Donald Trump’s election win By Gary Jackson  11-Nov-2024
Group The best and worst funds in October By Gary Jackson  01-Nov-2024
Manager Former Artemis manager Edelsten returns from retirement By Patrick Sanders  28-Oct-2024
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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