Marcus Brookes | Fund manager factsheet | Cazenove Invest Fund Mgmt Ltd

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FE Trustnet Fund managers

Manager factsheet

Marcus Brookes
Cazenove Invest Fund Mgmt Ltd
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	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

Marcus Brookes joined Cazenove in January 2008. He is Head of Multi-Manager and Co-Manager of Cazenove's Multi-Manager range of funds. Prior to joining Cazenove, Marcus was a Fund Manager at Gartmore Investment Management responsible for the Gartmore Multi-Manager range of funds. Prior to joining Gartmore, Marcus held a similar position at Insight Investment, following its acquisition of Rothschild Asset Management in 2003. Marcus has 19 years investment experience and graduated from the University of Stirling with MSc. Investment Analysis.

FOLLOW ON FUNDSWIRE

Annualised total return over 9.4 years

+7.6%

Cumulative performance (% growth)

	1 year	3 years	5 years	7 years	10 years
Marcus Brookes	19.1	28.8	35.1	38.8	-
Peer Group Composite	14.3	21.6	23.5	28.3	-
Over / Under	4.8	7.2	11.6	10.5	-

Total return for Marcus Brookes

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 : Marcus Brookes

Discrete performance

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

Marcus Brookes	19.1	1.8	6.2	24.9	-16.0	-4.4	7.4	28.6	8.0	-
Peer Group Composite	14.3	-2.3	8.9	28.6	-21.0	-4.4	8.7	28.7	7.0	-
Over / Under	4.8	4.1	-2.7	-3.7	5.0	0.0	-1.3	-0.1	1.0	-

Performance vs peer group composite: Marcus Brookes

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

Cazenove Multi Manager Diversity	Co-managed	UT Mixed Investment 20%-60% Shares	since Oct 24 2007 to present
Cazenove Multi Manager Diversity Tactical	Co-managed	UT Flexible Investment	since Oct 24 2007 to present
Cazenove Multi Manager Global ex UK	Co-managed	UT Global	since Oct 24 2007 to present
Cazenove Multi Manager UK Growth	Co-managed	UT UK All Companies	since Oct 24 2007 to present
Cazenove Managed Portfolio	Co-managed	UT Mixed Investment 40%-85% Shares	since Jan 23 2009 to present
Cazenove Diversity Income	Co-managed	UT Mixed Investment 20%-60% Shares	since Dec 15 2010 to present
Cazenove Multi Manager Diversity Balanced	Co-managed	UT Mixed Investment 40%-85% Shares	since Apr 02 2012 to present

Funds managed previously

Fund	Periods

Gartmore MultiManager Balanced	since Dec 31 2003 to Oct 31 2007
Gartmore MultiManager Active	since Sep 30 2004 to Oct 31 2007
Gartmore MultiManager Cautious	since Sep 30 2004 to Oct 31 2007
Gartmore MultiManager UK High Alpha	since Oct 01 2004 to Oct 31 2007

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