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You are here: Manager factsheet

Julie-Ann Ashcroft

Standard Life Wealth
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FE Trustnet verdict
Overall, performing better than the peer group composite. However, over a long track record, the manager has, period by period, over- and under-performed roughly equally. Stockpicking has made a contribution to results, which have tended to be relatively better in a falling market.
Manager profile
Julie-Ann joined Newton at the beginning of 2007. She manages private client portfolios and is lead manager of the Balanced Bridge Fund in addition to alternate manager of the Bridge Fund and a number of specialist pooled vehicles. Prior to joining Newton, Julie-Ann worked as a Performance Analyst at Mellon Global Investments. Julie-Ann studied Pharmacology at Sheffield University, followed by 4 years PhD research at Imperial College, London. She is a member of the UK Society of Investment Professionals and she has completed the CFA (Chartered Financial Analyst) Program.
Total return for Julie-Ann Ashcroft
 
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 : Julie-Ann Ashcroft

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
Julie-Ann Ashcroft 2.3 13.0 0.5 12.2 17.1 -14.4 -2.2 13.4 9.9 20.2
Peer Group Composite 3.8 16.5 -1.7 11.4 14.6 -5.5 -7.7 10.5 10.9 20.7
Over / Under -1.5 -3.5 2.2 0.8 2.5 -8.9 5.5 2.9 -1.0 -0.5
Performance vs peer group composite: Julie-Ann Ashcroft
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
5 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
5 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
3 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
Stan Life Wealth Balanced Bridge Co-managed UT Mixed Investment 40%-85% Shares since Dec 23 1998 to present
Stan Life Wealth Bridge Co-managed (deputy) UT Flexible Investment since Apr 01 2009 to present
Funds managed previously
Fund Periods
No previously managed funds
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