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You are here: Manager factsheet

Tony Yarrow

Wise Funds Limited
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FE 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
Tony, a Cambridge graduate, founded Wise Investment in 1992 to provide investment advice and fund management to private clients. He started managing funds in 1988 and ran the successful Wise Investment Clients’ Fund from inception in 1992 until the fund was subsumed by TB Wise Investment at its launch in 2004. Tony currently manages TB Wise Multi-Asset Growth and TB Wise Multi-Asset Income.
Total return for Tony Yarrow
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
 
 
 
 
 
1-37m
 
 
 
 
 
 
 
 
 
13-49m
 
 
 
 
 
 
 
 
 
25-61m
 
 
 
 
 
 
 
 
 
37-73m
 
 
 
 
 
 
 
 
 
49-85m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Tony Yarrow

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
Tony Yarrow -0.8 3.8 25.6 6.8 1.6 11.7 25.8 -4.0 19.1 18.8
Peer Group Composite 4.4 5.6 11.7 5.8 6.7 3.7 17.0 -2.4 12.1 14.7
Over / Under -5.2 -1.8 13.9 1.0 -5.1 8.0 8.8 -1.6 7.0 4.1
Performance vs peer group composite: Tony Yarrow
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
6 years
out of a possible 9
 
Falling markets
UpDown
Outperformed peer group composite
0 years
out of a possible 1
Funds currently managed
Fund Sole/Co-managed Sector Periods
TB Wise Multi-Asset Growth Co-managed IA Flexible Investment since Mar 31 2004 to present
TB Wise Multi-Asset Income Co-managed IA Flexible Investment since Oct 03 2005 to present
Funds managed previously
Fund Periods
No previously managed funds
Data provided by FE. Care has been taken to ensure that the information is correct, but FE 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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