Your Basket
Your Basket
There are no funds in your basket. To add funds to your basket use the Green Plus Icon wherever you see it next to a fund.
Fund name
Aberdeen American Growth  
Fidelity American  
Schroder UK Mid 250  
M&G Recovery  
Jupiter Merlin UK Growth  
Close Basket Open basket

Login

Login
Password Reminder
Not Registered? Click Here

Register

Register
It's look like you're leaving us

What would you like us to do with the funds you've selected

Show me all my options Forget them Save them
Customise this table
Investazine
 
Poll

Would you invest in a fund managed by someone who is nearing retirement age?

Yes
No

Vote

 
You are here: Manager factsheet
Adrian Gosden FE Alpha Manager
Artemis Fund Managers, St. Jamess Place UT Group Ltd
pdfIcon Manager factsheet pdf    rss feed RSS Feed
FE Trustnet verdict
Overall, performing better than the peer group composite. Over a long track record, the manager has, period by period, consistently managed to outperform the peer group. Stockpicking has made a contribution to results, which have tended to be relatively better in a rising market.
Manager profile
After studying at Jesus College, Cambridge in 1983 Adrian joined Deutsche Asset Management (formerly MGAM). He was appointed a Director in 1990 and Head of UK Equities in 1996. He controlled a team of 40 investment managers and was responsible for some £5bn of funds, including the highly rated UK Equity Income Fund. Adrian joined Artemis in December 2001 as Head of UK Equities. / Adrian Gosden joined the Artemis UK Equity team in October 2003. After graduating with a first from Oxford, Adrian started his investment career with Andersen Consulting as a strategic consultant specialising in the telecoms sector. In 1996 he worked at Fleming Investment Management as an analyst and assistant fund manager on the UK Equities side until 1998 where he joined Société Générale. Now he helps run the Artemis Income Fund and High Income Fund with Adrian Frost.
Total return for Adrian Gosden
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 : Adrian Gosden

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
Adrian Gosden 29.7 -2.0 17.8 21.5 -15.4 -10.6 22.4 18.2 18.7 13.2
Peer Group Composite 26.1 -4.2 17.3 19.6 -18.0 -10.3 16.7 15.0 13.6 9.5
Over / Under 3.6 2.2 0.5 1.9 2.6 -0.3 5.7 3.2 5.1 3.7
Performance vs peer group composite: Adrian Gosden
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
9 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
1 year
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
7 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
Artemis High Income Co-managed UT Sterling Strategic Bond since Oct 01 2003 to present
Artemis Income Co-managed UT UK Equity Income since Oct 01 2003 to present
Artemis Equity Income Lead manager UT UK Equity Income since Mar 16 2005 to present
SJP UK & International Income Co-managed UT UK Equity Income since Oct 18 2010 to present
Funds managed previously
Fund Periods
GLG UK Income since Jun 01 2001 to Jul 27 2003
News & Research: Related articles sector Sector fund Fund group Group manager Manager
Fund The core equity income funds every investor should hold By Joshua Ausden  16-Jun-2013
Fund Funds to help you prepare for retirement By Thomas McMahon  15-Jun-2013
Group The funds that are making money from the bond crisis By Alex Paget  14-Jun-2013
Fund Giant equity income funds are past their sell-by date, warns Cholwill By Alex Paget  13-Jun-2013
Group The FTSE stocks tipped to increase their dividends By Alex Paget  12-Jun-2013
Group Why single fund-house exposure raises risk of heavy losses By Joshua Ausden  11-Jun-2013
Fund Alternatives to the giant bond funds By Jenna Voigt  09-Jun-2013
Group Beware core UK Equity Income funds, warns Moore By Alex Paget  05-Jun-2013
Group Bargain UK growth trusts for your portfolio By Joshua Ausden  04-Jun-2013
Group Funds to help you sleep at night: UK Smaller Companies By Thomas McMahon  03-Jun-2013
Group Four FTSE stocks to take advantage of the Asian boom By Alex Paget  02-Jun-2013
 
  • Stay connected with FE trustnet
  • Authorised and Regulated by the
    Financial Conduct Authority
  • © Trustnet Limited 2013. All Rights Reserved.
  • Please read our Terms of Use / Disclaimer
    and Privacy and Cookie Policy.
  • Data supplied in conjunction with Thomson Financial Limited,
    London Stock Exchange Plc, StructuredRetailProducts.com
    and ManorPark.com
What do you think about this toolbar?
Close permanently
Close for this session