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You are here: Manager factsheet
Simon Knott
Discretionary UT Management
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FE Trustnet verdict
Overall, performing better than the peer group composite. However, over a long track record, the manager has, period by period, over- and under-performed roughly equally. Good stockpicking has had a material positive impact on results, which have tended to be relatively better in a rising market.
Manager profile
Knott graduated from Cambridge University (Trinity College) with an MA in Economics. He started his career in the City in 1980 working for the Family Stockbroking Firm and subsequently Greig Middleton, to whom the firm was sold. Knott trained as an analyst and subsequently moved into fund management. He has also been involved in number of USM listings and is an investment director at the Rights & Issues Investment Trust, which he has run since 1984. He has also managed the Discretionary Unit Trust since launch in 1990 and both funds are run in a similar style
Total return for Simon Knott
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 : Simon Knott

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
Simon Knott 12.9 5.8 39.1 54.3 -48.7 -24.0 29.6 21.8 21.9 45.4
Peer Group Composite 18.3 -1.6 27.6 40.6 -28.0 -18.1 18.6 32.3 15.2 54.9
Over / Under -5.4 7.4 11.5 13.7 -20.7 -5.9 11.0 -10.5 6.7 -9.5
Performance vs peer group composite: Simon Knott
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
5 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
5 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
1 year
out of a possible 3
Funds currently managed
Fund Sole/Co-managed Sector Periods
Discretionary Lead manager UT UK Smaller Companies since Oct 01 1990 to present
Funds managed previously
Fund Periods
No previously managed funds
News & Research: Related articles sector Sector fund Fund group Group manager Manager
Sector Funds to properly diversify your UK small cap exposure By Thomas McMahon  04-Apr-2013
 
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