Harry Talbot Rice | Fund manager factsheet | Sarasin Investment Funds Ltd

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FE Trustnet Fund managers

Manager factsheet

Harry Talbot Rice
Sarasin Investment Funds Ltd, Sarasin Funds Mgt(Ireland)Ltd
Manager factsheet pdf RSS Feed


	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

Harry was appointed Manager to the EquiSar family of Funds in January 2002.

FOLLOW ON FUNDSWIRE

Annualised total return over 11.4 years

+6.5%

Cumulative performance (% growth)

	1 year	3 years	5 years	7 years	10 years
Harry Talbot Rice	20.4	20.9	25.0	46.9	162.4
Peer Group Composite	16.7	20.9	28.7	33.4	114.0
Over / Under	3.7	0.0	-3.7	13.5	48.4

Total return for Harry Talbot Rice

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 : Harry Talbot Rice

Discrete performance

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

Harry Talbot Rice	20.4	-5.9	6.7	26.2	-18.1	8.2	8.6	39.8	1.0	26.5
Peer Group Composite	16.7	-4.5	8.3	29.0	-17.5	-1.9	5.7	32.5	2.1	18.2
Over / Under	3.7	-1.4	-1.6	-2.8	-0.6	10.1	2.9	7.3	-1.1	8.3

Performance vs peer group composite: Harry Talbot Rice

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 10

Overall markets

Underperformed peer group composite

5 years

out of a possible 10

Rising markets

Outperformed peer group composite

4 years

out of a possible 7

Falling markets

Outperformed peer group composite

1 year

out of a possible 3

Funds currently managed

Fund	Sole/Co-managed	Sector	Periods

Sarasin EquiSar Global Thematic	Lead manager	UT Global	since Jan 01 2002 to present
Sarasin IE EquiSar Global Thematic (GBP)	Lead manager	FO Equity - International	since Aug 01 2002 to present
Sarasin IE EquiSar Global Thematic (USD)	Lead manager	FO Equity - International	since Aug 01 2002 to present
Sarasin EquiSar IIID	Lead manager	UT Flexible Investment	since May 08 2006 to present
Sarasin EquiSar Global Thematic (Sterling Hedged)	Lead manager	UT Global	since May 12 2009 to present
Sarasin EquiSar Socially Responsible	Lead manager	UT Global	since Jun 01 2011 to present
Sarasin EquiSar Socially Responsible (Sterling Hedged)	Lead manager	UT Global	since Jun 01 2011 to present

Funds managed previously

Fund	Periods

Devonshire Balanced Real Return	since May 19 2008 to Jun 30 2010
Dynamic US Dollar Growth	since May 19 2008 to Jun 30 2010
Sarasin IE Real Estate Equity Global (GBP)	since Jan 01 2012 to Jun 29 2012
Sarasin IE Sustainable Equity Real Estate Global (USD)	since Jan 01 2012 to May 31 2012

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