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You are here: Manager factsheet
Shauna Bevan
IFDS Managers Ltd
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FE Trustnet verdict
Overall, performing about the same as the peer group composite. However, over a fairly lengthy track record, the manager has underperformed the peer group more often than not. Stockpicking has not really benefited results, which have tended to be relatively better in a falling market.
Manager profile
Shauna joined Charles Stanley in 2003 as Head of the Open-Ended Fund Research Desk, having spent four years working in the investment management division of Merrill Lynch. Her knowledge of the fund universe is extensive and is a major source of alpha for the bottom-up part of the fund’s investment process. In addition to her co-manager role on the fund, Shauna is the lead manager for the discretionary managed fund service known as the Collectives Portfolio Service. She has been co-manager since inception.
Total return for Shauna Bevan
Manager career performance
 
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 : Shauna Bevan

Manager career performance
Discrete performance
  0-12m 12-24m 24-36m 36-48m 48-60m 60-72m 72-84m 84-96m 96-108m 108-120m
Shauna Bevan 16.4 -4.7 5.3 29.9 -18.1 1.1 -0.8 - - -
Peer Group Composite 16.8 -5.0 7.9 32.3 -20.9 -2.2 6.0 - - -
Over / Under -0.4 0.3 -2.6 -2.4 2.8 3.3 -6.8 - - -
Performance vs peer group composite: Shauna Bevan
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
Up
Outperformed peer group composite
3 years
out of a possible 7
 
Overall markets
Up
Underperformed peer group composite
4 years
out of a possible 7
 
Rising markets
UpDown
Outperformed peer group composite
0 years
out of a possible 4
 
Falling markets
UpDown
Outperformed peer group composite
3 years
out of a possible 3
Funds currently managed
Fund Sole/Co-managed Sector Periods
IM Matterley International Growth Portfolio Co-managed UT Global since Mar 13 2006 to present
Funds managed previously
Fund Periods
No previously managed funds
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