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You are here: Manager factsheet

Simon Edelsten

Artemis Fund Managers Limited, Margetts Fund Management
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Trustnet verdict
Overall, performing better than the peer group composite. Over a long track record, the manager has outperformed the peer group more often than not. stock picking has made a contribution to results, which have not been particularly exposed to falling markets.
Manager profile
Simon manages the Artemis Global Select Fund and Mid Wynd International Investment Trust with Alex Illingworth and Rosanna Burcheri. 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 had joint responsibility for global equities. He joined Artemis in 2011.
Total return for Simon Edelsten
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
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 17.4 3.5 17.8 21.0 12.4 10.0 19.2 16.0 - -
Peer Group Composite 11.4 1.8 20.5 17.6 4.5 8.2 20.2 11.4 - -
Over / Under 6.0 1.7 -2.7 3.4 7.9 1.8 -1.0 4.6 - -
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
Outperformed peer group composite
6 years
out of a possible 8
Overall markets
Underperformed peer group composite
2 years
out of a possible 8
Rising markets
Outperformed peer group composite
6 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
Artemis Global Select Co-managed IA Global since Jun 16 2011 to present
Mid Wynd International Investment Trust PLC Co-managed IT Global since May 01 2014 to present
Sentinel Growth Portfolio Co-managed IA Mixed Investment 40-85% Shares since Apr 10 2018 to present
Funds managed previously
Fund Periods
GAM International Growth & Value since Jan 01 2001 to Apr 30 2010
SJP International since Jan 01 2001 to Apr 30 2010
SJP UK & General Progressive since Jun 01 2000 to Aug 31 2009
Electric & General IT Plc since Sep 10 2004 to Apr 30 2010
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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