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You are here: Manager factsheet

Derek Stuart

FE Alpha Manager
Artemis Fund Managers
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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 relatively better in a rising market.
Manager profile
Having received his fund management training at Ivory & Sime, Derek was promoted in 1992 to manage UK equity income portfolios, an area responsible for over £1bn of investments. After managing income portfolios of principally blue chip stocks, he then managed UK small and mid-cap portfolios. Derek Stuart has been the fund manager of the Artemis UK Special Situations Fund since its launch in March 2000 and managed the Artemis Income Fund from its launch in June 2000 until January 2002. Derek is a co-founder of Artemis.
Total return for Derek Stuart
 
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
 
 
 
 
 
1-37m
 
 
 
 
 
 
 
 
 
13-49m
 
 
 
 
 
 
 
 
 
25-61m
 
 
 
 
 
 
 
 
 
37-73m
 
 
 
 
 
 
 
 
 
49-85m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Derek Stuart

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
Derek Stuart 15.8 26.7 -7.7 27.1 13.0 -9.5 -17.3 25.1 21.9 16.1
Peer Group Composite 13.8 20.6 -4.7 23.6 19.9 -20.2 -15.0 18.0 18.8 16.6
Over / Under 2.0 6.1 -3.0 3.5 -6.9 10.7 -2.3 7.1 3.1 -0.5
Performance vs peer group composite: Derek Stuart
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
5 years
out of a possible 7
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 3
Funds currently managed
Fund Sole/Co-managed Sector Periods
Artemis UK Special Situations Co-managed UT UK All Companies since Mar 09 2000 to present
Artemis Institutional UK Special Situations Co-managed UT UK All Companies since Mar 16 2005 to present
Funds managed previously
Fund Periods
Artemis Income since Jun 06 2000 to Dec 31 2001
 
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