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

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
 
 
Poll

Would you be concerned if a manager of a fund you owned took charge of another portfolio as well?

Yes
No

Vote

 
You are here: Manager factsheet
Richard Plackett FE Alpha Manager
BlackRock, BlackRock Invest Managers 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. Good stockpicking has had a material positive impact on results, which have tended to be relatively better in a rising market.
Manager profile
Richard Plackett, CA, Managing Director and portfolio manager, is Head of the UK Small/Mid Cap Team in the Fundamental Equity division of BlackRock's Portfolio Management Group. Richard Plackett has been managing the BlackRock UK Special Situations Fund since June 2004. Richard has 22 years of investment experience which includes 18 years specialising in small/mid cap investing. He also co-manages the BlackRock UK Smaller Companies Fund and leads the BlackRock UK Small/Mid Cap team, comprising of four portfolio managers all of whom conduct research and contribute investment ideas. He has also been joint manager of The Throgmorton Trust since July 2008.Mr Plackett's service with the firm dates back to 2002, including his years with Merrill Lynch Investment Managers (MLIM), which merged with BlackRock in 2006. Prior to joining MLIM in 2002, Mr Plackett worked for M&G, where he managed the smaller companies and income fund teams, as well as heading up the entire UK investment process. He began his career at 3i private equity. Mr Plackett earned an MA in Economics from Cambridge University in 1985.
Total return for Richard Plackett
 
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 : Richard Plackett

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
Richard Plackett 19.8 -0.8 35.1 47.2 -27.7 -11.7 18.8 40.1 22.0 64.9
Peer Group Composite 21.1 -2.0 26.0 38.7 -27.7 -14.9 16.5 32.6 12.3 54.9
Over / Under -1.3 1.2 9.1 8.5 0.0 3.2 2.3 7.5 9.7 10.0
Performance vs peer group composite: Richard Plackett
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
8 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
2 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
6 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
BlackRock UK Special Situations Co-managed UT UK All Companies since Jun 07 2004 to present
The Throgmorton Trust PLC Co-managed IT UK Smaller Companies since Jul 01 2008 to present
Funds managed previously
Fund Periods
BlackRock UK Smaller Companies since Nov 01 2002 to Sep 30 2010
M&G Dividend since Aug 01 1999 to May 20 2002
M&G Episode Growth since Mar 01 1999 to Apr 30 2001
M&G Smaller Companies since Jul 01 1997 to Apr 30 1999
M&G Extra Income since Jul 01 2001 to May 17 2002
 
  • Stay connected with FE trustnet
  • Authorised and Regulated by the
    Financial Services 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