Mark Martin | Fund manager factsheet | Neptune Investment Management

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FE Trustnet Fund managers

Manager factsheet

Mark Martin
Neptune Investment Management
Manager factsheet pdf RSS Feed


	FE Trustnet verdict Overall, performing better than the peer group composite. Over a fairly lengthy 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 not been particularly exposed to falling markets.

Manager profile

Mark joined Neptune in February 2008 as an Investment Analyst and is now Fund Manager of the Neptune UK Mid Cap Fund. He is also Assistant Fund Manager on the Neptune UK Alpha Fund and, together with Felix Wintle, is responsible for global research on the healthcare sector. In 2002, he graduated from Oxford University in Classics and went on to qualify as a solicitor at Allen & Overy in the Private Equity group. Mark has successfully completed the CFA Level 1 and 2 exams.

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Mark Martin 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 4.4 years

+27.2%

Cumulative performance (% growth)

	1 year	3 years	5 years	7 years	10 years
Mark Martin	33.0	80.0	-	-	-
Peer Group Composite	17.7	30.7	-	-	-
Over / Under	15.3	49.3	-	-	-

Total return for Mark Martin

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 : Mark Martin

Discrete performance

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

Mark Martin	33.0	15.5	17.1	37.9	-	-	-	-	-	-
Peer Group Composite	17.7	-2.5	13.8	34.4	-	-	-	-	-	-
Over / Under	15.3	18.0	3.3	3.5	-	-	-	-	-	-

Performance vs peer group composite: Mark Martin

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

4 years

out of a possible 4

Overall markets

Underperformed peer group composite

0 years

out of a possible 4

Rising markets

Outperformed peer group composite

3 years

out of a possible 3

Falling markets

Outperformed peer group composite

1 year

out of a possible 1

Funds currently managed

Fund	Sole/Co-managed	Sector	Periods

Neptune UK Mid Cap	Lead manager	UT UK All Companies	since Dec 15 2008 to present

Funds managed previously

Fund	Periods

No previously managed funds

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