Trevor Green

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Manager factsheet

Trevor Green
Royal Bk of Scotland Coll Inv, Aviva Investors UK Fd Serv Ltd
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Manager profile

Trevor is responsible for the Aviva Investors UK Equity strategy and our UK equity institutional funds. Within the UK Equities team, Trevor also has lead sector coverage responsibilities for Software & Services, Technology Hardware & Equipment, Telecoms, and Small Cap. Prior to joining Aviva Investors, Trevor was a fund manager at Henderson Global Investors, where he was co-manager of the Henderson Managed Distribution Fund. Before this, Trevor worked at New Star Asset Management and before that spent nearly six years at RCM running pan-European institutional mandates. He has also worked at Credit Suisse Asset Management and started his career at Capel Cure Myers, managing both retail and institutional funds. Trevor holds a BA (Hons) in Economics from Aberdeen University and the Securities Institute Diploma.

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Annualised total return over 24.5 years

+4.4%

Cumulative performance (% growth)

	1 year	3 years	5 years	7 years	10 years
Trevor Green	15.9	-10.0	18.7	23.5	62.5
Peer Group Composite	17.8	-2.5	26.7	27.9	74.9
Over / Under	-1.9	-7.5	-8.0	-4.4	-12.4

Total return for Trevor Green

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

60-96m

72-108m

84-120m

96-132m

108-144m

Discrete calendar year performance : Trevor Green

Discrete performance

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

Trevor Green	15.9	-2.2	-21.0	43.8	-8.8	10.6	-5.9	17.4	1.8	10.3
Peer Group Composite	17.8	1.4	-18.7	42.1	-8.7	5.7	-4.5	17.5	7.6	8.2
Over / Under	-1.9	-3.6	-2.3	1.7	-0.1	4.9	-1.4	-0.1	-5.8	2.1

Performance vs peer group composite: Trevor Green

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

3 years

out of a possible 10

Overall markets

Underperformed peer group composite

7 years

out of a possible 10

Rising markets

Outperformed peer group composite

3 years

out of a possible 7

Falling markets

Outperformed peer group composite

0 years

out of a possible 3

Funds currently managed

Fund	Sole/Co-managed	Sector	Periods

RBS UK Equity	Co-managed	UT UK All Companies	since Jun 01 2016 to present
Aviva Inv UK Listed Equity Income	Lead manager	UT UK Equity Income	since Feb 01 2024 to present

Funds managed previously

Fund	Periods

Scottish Widows Progressive Growth Portfolio 1	since Jul 01 1987 to Dec 03 2001
Premier UK Alpha Growth	since Jul 01 1988 to Oct 22 2002
Aviva Inv UK Smaller Companies	since Jan 01 2014 to fund close
Aviva Inv UK Listed Equity High Alpha	since Jun 01 2011 to Jan 31 2018
Aviva Investors UK Equity Unconstrained	since Jun 01 2011 to Jan 31 2018
Allianz UK Mid Cap	since Mar 01 2002 to May 16 2008
Allianz UK Listed Opportunities	since Mar 01 2002 to Apr 03 2008
Blackrock Income And Growth Investment Trust Plc	since Apr 01 2002 to Feb 29 2008
Aviva Inv UK Listed Small and Mid-Cap	since Dec 01 2021 to Mar 31 2024
Aviva Inv UK Listed Equity Unconstrained	since Jun 01 2016 to Aug 31 2018
Aviva Inv UK Absolute Return	since May 01 2012 to fund close
Janus Henderson UK Growth	since Nov 21 2008 to fund close
New Star UK Dynamic	since Apr 01 2009 to fund close
Janus Henderson Select Opportunities	since Sep 29 2008 to May 31 2009
Aviva Inv UK Listed Equity Unconstrained	since Sep 11 2023 to Mar 31 2024
Aviva Investors UK Equity Unconstrained	since Sep 11 2023 to Mar 31 2024
Aviva Inv UK Listed Equity Income	since Sep 11 2023 to Jan 31 2024
Aviva Inv UK Listed Equity Unconstrained	since May 13 2016 to Jun 01 2016