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You are here: Manager factsheet
Global Equities Team
Aberdeen Unit Trusts & OEICs, Nordea
pdfIcon Manager factsheet pdf    rss feed RSS Feed
FE Trustnet verdict
Overall, performing about the same as the peer group composite. Nevertheless, over a long track record, the manager has outperformed the peer group more often than not. There is not sufficient data to say whether good stockpicking has had any real effect on results, which have tended to be similar in rising and falling markets.
Manager profile
Manager biography not available
Total return for Global Equities Team
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
 
 
 
 
 
0-36m
 
 
 
 
 
 
 
 
 
12-48m
 
 
 
 
 
 
 
 
 
24-60m
 
 
 
 
 
 
 
 
 
36-72m
 
 
 
 
 
 
 
 
 
48-84m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Global Equities Team

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
Global Equities Team 18.0 -1.6 8.5 30.6 -21.1 0.1 9.2 39.1 1.7 25.4
Peer Group Composite 17.7 -4.3 8.4 35.2 -18.0 -3.4 5.3 34.5 2.5 28.4
Over / Under 0.3 2.7 0.1 -4.6 -3.1 3.5 3.9 4.6 -0.8 -3.0
Performance vs peer group composite: Global Equities Team
How a manager matches up against his peers gives you some idea of how talented he is. 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
4 years
out of a possible 7
 
Falling markets
UpDown
Outperformed peer group composite
2 years
out of a possible 3
Funds currently managed
Fund Sole/Co-managed Sector Periods
Aberdeen World Equity Lead manager UT Global since Sep 01 1983 to present
Aberdeen Charity Select Global Ex UK Equity Lead manager UT Global since Jun 16 2006 to present
Aberdeen Ethical World Lead manager UT Global since Mar 01 2008 to present
Aberdeen World Growth & Income Lead manager UT Global Equity Income since Oct 09 2009 to present
Nordea 1 Global Portfolio Lead manager FO Equity - International since Jan 29 2010 to present
Funds managed previously
Fund Periods
Aberdeen GS Global Equity Ex UK since Jan 01 1982 to fund close
Allianz Japan Equity since Oct 01 1984 to Feb 28 2008
Allianz Indonesia Equity since Mar 01 1990 to Oct 30 2006
Allianz RCM Malaysia since Mar 01 1990 to Oct 30 2006
Allianz RCM Singapore since Aug 01 1992 to Oct 30 2006
Aberdeen Intl Technology since Apr 09 1996 to fund close
Aberdeen GS Global Equity since Apr 30 1998 to fund close
Aberdeen GS Global Equity Ex Europe since Mar 25 1999 to fund close
Aberdeen GS Global Select Equity since Jul 27 2000 to fund close
Nordea 1 Finnish Equity since Feb 01 2007 to fund close
Nordea 1 Japanese Equity since Feb 01 2007 to fund close
Nordea 1 IT since Mar 01 2007 to fund close
Nordea 1 North American Growth since Feb 01 2007 to Jun 30 2008
Nordea 1 Senior Generations Equity since Mar 01 2007 to Jun 30 2008
Nordea 1 Global Stable Equity Unhedged since Mar 01 2007 to May 31 2008
Nordea 1 Global Theme Select since Mar 01 2007 to May 31 2008
Aberdeen Global Latin American Equity since Jul 01 2009 to May 31 2010
CS Equity Global Biotech Aberdeen since Jul 01 2009 to fund close
CS Equity Global Info Tech Aberdeen since Jul 01 2009 to fund close
CS Equity Global Telecommunication Aberdeen since Jul 01 2009 to fund close
Invesco Perp International Growth since Sep 01 2002 to Apr 30 2003
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