Francis Brooke | Fund manager factsheet | Troy Asset Management Ltd

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FE Trustnet Fund managers

Manager factsheet

Francis Brooke
Troy Asset Management Ltd, Troy Asset Management
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 relatively better in a falling market.

Manager profile

Francis was a Director at Merrill Lynch Investment Managers, where he was responsible for over £1 billion of UK Equities, before joining Troy Asset Management in 2004. He was also a member of Merrill’s Asset Allocation and Sector Strategy Committees. Francis was previously employed at Foreign & Colonial Management Ltd, where he was appointed Director in 1995, and at Kleinwort Benson Securities, where he began his career in 1986, after graduating from Edinburgh University.

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Francis Brooke 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 8.6 years

+10.1%

Cumulative performance (% growth)

	1 year	3 years	5 years	7 years	10 years
Francis Brooke	17.8	47.4	72.4	89.4	-
Peer Group Composite	23.1	39.0	40.2	40.5	-
Over / Under	-5.3	8.4	32.2	48.9	-

Total return for Francis Brooke

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 : Francis Brooke

Discrete performance

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

Francis Brooke	17.8	8.9	14.9	29.9	-9.9	-6.3	17.3	16.0	4.9	-
Peer Group Composite	23.1	-0.2	13.1	30.5	-22.7	-11.6	13.4	29.6	8.3	-
Over / Under	-5.3	9.1	1.8	-0.6	12.8	5.3	3.9	-13.6	-3.4	-

Performance vs peer group composite: Francis Brooke

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

5 years

out of a possible 9

Overall markets

Underperformed peer group composite

4 years

out of a possible 9

Rising markets

Outperformed peer group composite

2 years

out of a possible 6

Falling markets

Outperformed peer group composite

3 years

out of a possible 3

Funds currently managed

Fund	Sole/Co-managed	Sector	Periods

Trojan Income	Lead manager	UT UK Equity Income	since Sep 30 2004 to present
Troy Income & Growth Trust plc	Lead manager	IT UK Growth & Income	since Aug 01 2009 to present

Funds managed previously

Fund	Periods

Trojan Capital	since May 01 2008 to Oct 31 2011

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