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You are here: Manager factsheet

Trevor Greetham

Royal London Unit Tst Mgrs Ltd
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FE Trustnet verdict
Overall, performing about the same as the peer group composite. However, over a long track record, the manager has under-performed 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
Trevor Greetham is a portfolio manager at Royal London Asset Management. Prior to joining Royal London in 2015, Trevor was asset allocation director for Fidelity Worldwide Investment, where he was responsible for implementing tactical investment decisions across a wide range of institutional and retail funds including the Fidelity Multi Asset Strategic Fund. From 1995 to 2005, Trevor was director of asset allocation for Merrill Lynch. Trevor qualified as an actuary with UK life assurer Provident Mutual and has a Master of Arts in Mathematics from Cambridge University. He has over 22 years’ investment experience.
Total return for Trevor Greetham
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
 
 
 
 
 
3-39m
 
 
 
 
 
 
 
 
 
15-51m
 
 
 
 
 
 
 
 
 
27-63m
 
 
 
 
 
 
 
 
 
39-75m
 
 
 
 
 
 
 
 
 
51-87m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Trevor Greetham

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
Trevor Greetham 4.4 4.3 6.5 11.7 4.0 5.1 7.6 4.9 -3.1 6.6
Peer Group Composite 5.0 4.0 6.6 12.3 1.8 4.7 9.7 7.4 -2.1 6.8
Over / Under -0.6 0.3 -0.1 -0.6 2.2 0.4 -2.1 -2.5 -1.0 -0.2
Performance vs peer group composite: Trevor Greetham
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
3 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
7 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
3 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
Royal London Cautious Managed Lead manager IA Mixed Investment 0-35% Shares since Jun 10 2015 to present
Royal London GMAP Adventurous Lead manager IA Mixed Investment 40-85% Shares since Mar 14 2016 to present
Royal London GMAP Balanced Lead manager IA Mixed Investment 20-60% Shares since Mar 14 2016 to present
Royal London GMAP Conservative Lead manager IA Sterling Strategic Bond since Mar 14 2016 to present
Royal London GMAP Defensive Lead manager IA Mixed Investment 0-35% Shares since Mar 14 2016 to present
Royal London GMAP Dynamic Lead manager IA Global since Mar 14 2016 to present
Royal London GMAP Growth Lead manager IA Mixed Investment 40-85% Shares since Mar 14 2016 to present
Royal London Multi Asset Strategies Lead manager IA Unclassified since Nov 23 2018 to present
Funds managed previously
Fund Periods
Fidelity Growth & Income since May 01 2006 to Jan 30 2015
Fidelity Global Multi Asset Tactical Moderate since Oct 30 2006 to Jan 30 2015
Fidelity Multi Asset Strategic since Jan 22 2007 to Jan 31 2015
Fidelity Multi Asset Navigator since May 08 2007 to fund close
Fidelity Global Multi Asset Tactical Defensive since Jan 19 2009 to Jan 30 2015
Fidelity Multi Asset Defensive since Nov 30 2009 to Jan 30 2015
Fidelity Multi Asset Growth since Nov 30 2009 to Jan 30 2015
Fidelity Managed Pension Portfolio since Jan 26 2009 to fund close
Fidelity Multi Asset Allocator Defensive since Oct 10 2011 to Jan 30 2015
Fidelity Multi Asset Allocator Growth since Oct 10 2011 to Jan 30 2015
Fidelity Multi Asset Allocator Strategic since Oct 10 2011 to Jan 30 2015
Fidelity Multi Asset Adventurous since Sep 24 2012 to Jan 30 2015
Fidelity Multi Asset Allocator Adventurous since Dec 05 2012 to Jan 30 2015
Fidelity Allocator World since Feb 05 2013 to Jan 30 2015
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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