Barry Norris | Fund manager factsheet | IFDS Managers Ltd

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FE Trustnet Fund managers

Manager factsheet

Barry Norris
IFDS Managers Ltd, Ignis International Funds plc
Manager factsheet pdf RSS Feed


	FE Trustnet verdict Overall, performing better than the peer group composite. Over a long track record, the manager has, period by period, consistently managed to outperform the peer group. Good stockpicking has had a material positive impact on results, which have tended to be relatively better in a falling market.

Manager profile

Barry Norris graduated from Cambridge University in 1996 with an MA in History, and in 1997 with an MPhil in International Relations (with distinction). He also holds the CFA charter, a postgraduate diploma in Investment Analysis from Stirling University, the IMC and IIMR qualifications. Following graduation, Barry joined Baillie Gifford, moving to Neptune Investment Management in June 2002 as Head of European Equities. There he had sole responsibility for the European Opportunities Fund from its launch in November 2002. The Argonaut European Alpha Fund, which was launched in May 2005, is managed by Barry along very similar lines.

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Barry Norris 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 10.5 years

+12.3%

Cumulative performance (% growth)

	1 year	3 years	5 years	7 years	10 years
Barry Norris	17.0	21.2	15.7	32.4	234.2
Peer Group Composite	17.2	17.7	3.3	15.3	121.7
Over / Under	-0.2	3.5	12.4	17.1	112.5

Total return for Barry Norris

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 : Barry Norris

Discrete performance

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

Barry Norris	17.0	-2.9	6.7	24.6	-23.3	-0.7	15.2	61.0	28.1	22.4
Peer Group Composite	17.2	-9.9	11.2	21.6	-27.8	-2.8	14.9	42.5	10.8	21.7
Over / Under	-0.2	7.0	-4.5	3.0	4.5	2.1	0.3	18.5	17.3	0.7

Performance vs peer group composite: Barry Norris

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

8 years

out of a possible 10

Overall markets

Underperformed peer group composite

2 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

3 years

out of a possible 3

Funds currently managed

Fund	Sole/Co-managed	Sector	Periods

IM Argonaut European Alpha	Lead manager	UT Europe Excluding UK	since May 12 2005 to present
Ignis Intl Argonaut Pan European Alpha	Lead manager	FO Equity - Europe inc UK	since Dec 16 2005 to present
IM Argonaut European Absolute Return	Lead manager	UT Absolute Return	since Feb 18 2009 to present

Funds managed previously

Fund	Periods

Neptune European Opportunities	since Nov 29 2002 to May 05 2005

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