Rob Burnett | Fund manager factsheet | Neptune Investment Management

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FE Trustnet Fund managers

Manager factsheet

Rob Burnett
Neptune Investment 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, 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

Rob joined Neptune in June 2002 as an Analyst and has over nine years’ investment experience. He became Fund Manager of one of Neptune’s flagship funds, the OBSR AA rated Neptune European Opportunities Fund in May 2005, and has since become Investment Director and Head of European Equities. Rob graduated from Oxford University in Politics, Philosophy and Economics in 2000. He also manages the more concentrated, performance fee-based Neptune European Max Alpha Fund. Rob’s global sector focus is financials.

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Rob Burnett 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 8.8 years

+12.3%

Cumulative performance (% growth)

	1 year	3 years	5 years	7 years	10 years
Rob Burnett	15.3	17.2	13.9	40.4	-
Peer Group Composite	25.2	20.9	13.7	28.5	-
Over / Under	-9.9	-3.7	0.2	11.9	-

Total return for Rob Burnett

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 : Rob Burnett

Discrete performance

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

Rob Burnett	15.3	-12.4	15.9	20.9	-19.7	2.5	20.2	80.8	9.9	-
Peer Group Composite	25.2	-16.1	14.9	26.9	-25.9	-2.6	16.0	44.7	0.1	-
Over / Under	-9.9	3.7	1.0	-6.0	6.2	5.1	4.2	36.1	9.8	-

Performance vs peer group composite: Rob Burnett

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 9

Overall markets

Underperformed peer group composite

2 years

out of a possible 9

Rising markets

Outperformed peer group composite

4 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

Neptune European Opportunities	Lead manager	UT Europe Excluding UK	since May 06 2005 to present
Neptune European Long/Short Sector	Co-managed	UT Specialist	since Dec 03 2012 to present

Funds managed previously

Fund	Periods

Neptune European Max Alpha	since Dec 31 2007 to fund close
Neptune European Income	since Feb 11 2011 to Feb 10 2013
Neptune Japan Opportunities	since Aug 01 2004 to May 06 2005

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