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You are here: Manager factsheet

Christopher Metcalfe

FE Alpha Manager
Newton & BNY Mellon Asset Mgmt
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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. Good stockpicking has had a material positive impact on results, which have not been particularly exposed to falling markets.
Manager profile
Christopher is a fund manager working with balanced multi asset portfolios,including the Global Growth & Income fund for Charities and Newton Managed Fund. He joined Newton in 2006, prior to which he was senior investment manager and head of the UK Equity prime team at Schroder Investment Management. Christopher began his career at henderson administration, where he became head of UK Equities.Christopher holds an MBA. Metcalfe graduated from the Manchester Business School with an MBA degree. He started his career with Henderson Administration in 1985 and quickly rose to become Henderson’s head of UK equities. After ten years with Henderson he moved to Schroders where he was a senior investment manager and head of the UK equity team. Christopher joined Newton Investment Management in 2006 where he is currently a director of investment management for UK equities and manages the Newton Income Fund.
Total return for Christopher Metcalfe
 
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 : Christopher Metcalfe

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
Christopher Metcalfe 10.8 13.5 15.6 -3.1 13.4 7.8 -13.4 15.1 13.4 24.1
Peer Group Composite 4.3 12.8 10.5 -1.1 11.9 11.5 -24.4 10.6 15.9 23.5
Over / Under 6.5 0.7 5.1 -2.0 1.5 -3.7 11.0 4.5 -2.5 0.6
Performance vs peer group composite: Christopher Metcalfe
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
7 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
3 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
6 years
out of a possible 8
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
Newton Managed Lead manager UT Flexible Investment since Mar 16 2011 to present
Newton Higher Income Lead manager UT UK Equity Income since Mar 20 2014 to present
Funds managed previously
Fund Periods
Newton UK Equity since Apr 23 2007 to Mar 17 2011
Newton UK Equity since Sep 01 2006 to Apr 29 2010
Newton Global Growth & Income for Charities since Mar 01 2011 to fund close
Schroder UK Equity since Oct 01 2003 to Mar 31 2006