Mark Lyttleton | Fund manager factsheet | St. Jamess Place UT Group Ltd

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FE Trustnet Fund managers

Manager factsheet

Mark Lyttleton
St. Jamess Place UT Group Ltd
Manager factsheet pdf RSS Feed


	FE Trustnet verdict Overall, performing about the same as the peer group composite. However, over a long track record, the manager has underperformed the peer group more often than not. Stockpicking has not really benefited results, which have tended to be similar in rising and falling markets.

Manager profile

Mark Lyttleton joined BlackRock as a graduate trainee, and has over 16 years experience with the firm. He specialises in managing funds which invest in the UK stockmarket, that have been designed specifically for private investors. Mark is also responsible for co-ordinating company research into the food retailing sector. He manages investments of over £3.2 billion in UK shares. He is BSc (Hons) Chemistry from the univesity of York.

FOLLOW ON FUNDSWIRE

Annualised total return over 11.7 years

+4.7%

Cumulative performance (% growth)

	1 year	3 years	5 years	7 years	10 years
Mark Lyttleton	-2.1	0.9	-4.2	9.7	118.9
Peer Group Composite	10.8	19.2	21.1	26.4	125.0
Over / Under	-12.9	-18.3	-25.3	-16.7	-6.1

Total return for Mark Lyttleton

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 : Mark Lyttleton

Discrete performance

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

Mark Lyttleton	-2.1	-4.0	7.3	26.5	-24.9	4.5	9.6	33.6	17.1	27.5
Peer Group Composite	10.8	-2.1	9.9	29.5	-21.5	-5.9	10.9	29.3	8.9	26.5
Over / Under	-12.9	-1.9	-2.6	-3.0	-3.4	10.4	-1.3	4.3	8.2	1.0

Performance vs peer group composite: Mark Lyttleton

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

4 years

out of a possible 10

Overall markets

Underperformed peer group composite

6 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

1 year

out of a possible 3

Funds currently managed

Fund	Sole/Co-managed	Sector	Periods

SJP UK Absolute Return	Co-managed	UT Absolute Return	since Jan 31 2011 to present

Funds managed previously

Fund	Periods

BlackRock UK	since Sep 01 2001 to Feb 29 2012
BlackRock UK Dynamic	since Aug 04 2003 to Mar 27 2013
BlackRock UK Absolute Alpha	since Apr 29 2005 to Mar 27 2013

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