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You are here: Manager factsheet

Damian Barry

Threadneedle Inv Services Ltd
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FE Trustnet verdict
Overall, performing about the same as the peer group composite. However, over a short track record, the manager has, period by period, over- and under-performed roughly equally. Stockpicking has not really benefited results, which have not been particularly exposed to falling markets.
Manager profile
Damian Barry joined Threadneedle in 2008 and is a fund manager in the company’s Multi-Manager team. Prior to joining Threadneedle Damian worked as a portfolio manager at Russell Investments, where he ran a wide range of funds in both London and Seattle. His investment remit required him to select managers in Asia, Africa, Australia, America and Europe for a variety of mandates. He also chaired the portfolio management committee, which reviewed portfolio positions and the investment process. Damian initially joined Threadneedle to assist in the build out of its absolute return fund range. He has also been involved in the development of the multi-asset investment process. He holds a BComm degree from University College Cork and is a Chartered Financial Analyst.
Total return for Damian Barry
 
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 : Damian Barry

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
Damian Barry 6.6 12.2 6.7 - - - - - - -
Peer Group Composite 6.9 10.8 5.2 - - - - - - -
Over / Under -0.3 1.4 1.5 - - - - - - -
Performance vs peer group composite: Damian Barry
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
2 years
out of a possible 3
 
Overall markets
Up
Underperformed peer group composite
1 year
out of a possible 3
 
Rising markets
UpDown
Outperformed peer group composite
2 years
out of a possible 3
 
Falling markets
UpDown
Outperformed peer group composite
0 years
out of a possible 0
Funds currently managed
Fund Sole/Co-managed Sector Periods
Threadneedle Balanced Managed Co-managed UT Mixed Investment 40%-85% Shares since Nov 01 2011 to present
Threadneedle Diversified Income Co-managed UT Mixed Investment 20%-60% Shares since Nov 01 2011 to present
Threadneedle Managed Portfolio 3 Co-managed UT Mixed Investment 0%-35% Shares since Nov 01 2011 to present
Threadneedle Managed Portfolio 4 Co-managed UT Mixed Investment 20%-60% Shares since Nov 01 2011 to present
Threadneedle Managed Portfolio 5 Co-managed UT Mixed Investment 40%-85% Shares since Nov 01 2011 to present
Threadneedle Managed Portfolio 6 Co-managed UT Mixed Investment 40%-85% Shares since Nov 01 2011 to present
Threadneedle Managed Portfolio 7 Co-managed UT Flexible Investment since Nov 01 2011 to present
Threadneedle Worldwide Select Co-managed UT Flexible Investment since Nov 01 2011 to present
Funds managed previously
Fund Periods
No previously managed funds
 
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