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You are here: Manager factsheet
Anthony Cross FE Alpha Manager
Liontrust Fund Partners LLP, Liontrust Asset Mgt Plc
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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 similar in rising and falling markets.
Manager profile
Anthony Cross joined Schroder Investment Management as a graduate trainee. He spent his first three years as an equity analyst before joining the Smaller Companies team in 1994. During this time, Anthony identified a number of characteristics common to successful companies and on joining Liontrust in 1997 he was able to develop his thoughts further and create a documented investment process. This process, called Liontrust Economic Advantage, was applied to the Liontrust UK Smaller Companies Fund from the start of 1998. Its success and relevance to the broader market led to the launch of the Liontrust Special Situations Fund in 2005 and the management of the Liontrust UK Growth Fund in 2009. Anthony is currently an Alpha rated fund manager by Financial Express and AAA rated by Citywire. Awards for the funds that Anthony co-manages with Julian Fosh include Liontrust being named Best UK Equity Group by Money Observer magazine, the Liontrust Special Situations Fund being named: Best UK Growth fund at the Investment Week Fund Manager of the Year Awards in 2011 and 2012; Best UK Growth Fund at What Investment magazine; Best Fund in the UK All Companies Sector at the Moneywise Fund Awards 2012; and won the UK Equity Gold Award 2012 from Portfolio Adviser. The fund is also member of the 2012 100 club. Anthony graduated in 1990 from Exeter University with a degree in politics.
Total return for Anthony Cross
 
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 : Anthony Cross

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
Anthony Cross 16.1 8.8 26.6 41.9 -16.5 -18.4 17.4 27.1 13.5 57.2
Peer Group Composite 17.7 -2.3 17.1 35.1 -28.0 -13.3 15.4 29.9 15.2 54.9
Over / Under -1.6 11.1 9.5 6.8 11.5 -5.1 2.0 -2.8 -1.7 2.3
Performance vs peer group composite: Anthony Cross
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
6 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
4 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
4 years
out of a possible 7
 
Falling markets
UpDown
Outperformed peer group composite
2 years
out of a possible 3
Funds currently managed
Fund Sole/Co-managed Sector Periods
Liontrust UK Smaller Companies Co-managed UT UK Smaller Companies since Jan 08 1998 to present
Liontrust Special Situations Co-managed UT UK All Companies since Nov 10 2005 to present
Liontrust UK Growth Co-managed UT UK All Companies since Mar 25 2009 to present
Liontrust GF Special Situations Co-managed FO Equity - UK since Nov 08 2012 to present
Funds managed previously
Fund Periods
No previously managed funds
 
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