Robin Hepworth | Fund manager factsheet | Ecclesiastical Investment Mgmt

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FE Trustnet Fund managers

Manager factsheet

Robin Hepworth
Ecclesiastical Investment Mgmt
Manager factsheet pdf RSS Feed


	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 tended to be similar in rising and falling markets.

Manager profile

Rob joined Ecclesiastical as General Investment Analyst in 1988, and was appointed Fund Manager of the Pension Fund in 1990 and the Higher Income Fund in 1994. He has managed the Amity International Fund since its launch in 1999, and co-manages the Amity Sterling Bond Fund with Chris Hiorns. Rob has been included by Citywire in its 'Selection' list of Top Fund Managers and has been identified by Trustnet as one of it's Alpha managers based on his consistency of performance.

FOLLOW ON FUNDSWIRE

Robin Hepworth is a FE Trustnet FE Alpha Manager who has maintained a consistently high alpha score over a proven track record in rising and falling markets.

Annualised total return over 13.4 years

+7.3%

Cumulative performance (% growth)

	1 year	3 years	5 years	7 years	10 years
Robin Hepworth	21.3	29.4	52.4	82.8	209.9
Peer Group Composite	15.3	21.6	29.0	35.7	138.4
Over / Under	6.0	7.8	23.4	47.1	71.5

Total return for Robin Hepworth

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 : Robin Hepworth

Discrete performance

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

Robin Hepworth	21.3	-3.1	10.1	30.2	-9.5	3.2	16.2	29.2	6.1	23.8
Peer Group Composite	15.3	-2.0	7.6	29.3	-18.0	-2.2	7.6	36.2	7.1	20.5
Over / Under	6.0	-1.1	2.5	0.9	8.5	5.4	8.6	-7.0	-1.0	3.3

Performance vs peer group composite: Robin Hepworth

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

Outperformed peer group composite

7 years

out of a possible 10

Overall markets

Underperformed peer group composite

3 years

out of a possible 10

Rising markets

Outperformed peer group composite

5 years

out of a possible 7

Falling markets

Outperformed peer group composite

2 years

out of a possible 3

Funds currently managed

Fund	Sole/Co-managed	Sector	Periods

Ecclesiastical Higher Income	Lead manager	UT Mixed Investment 40%-85% Shares	since Nov 17 1994 to present
Ecclesiastical Amity International	Lead manager	UT Global	since Sep 13 1999 to present
Ecclesiastical Amity Sterling Bond	Co-managed	UT Sterling Strategic Bond	since Mar 04 2008 to present
Ecclesiastical Amity Balanced For Charities	Co-managed	UT UK Equity & Bond Income	since Apr 04 2012 to present
Ecclesiastical Amity Global Equity Income for Charities	Co-managed	UT Global	since Apr 04 2012 to present

Funds managed previously

Fund	Periods

Ecclesiastical Amity European	since Sep 13 1999 to Mar 01 2007

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