Sonja Uys | Fund manager factsheet | Insight (BNY Mellon)

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FE Trustnet Fund managers

Manager factsheet

Sonja Uys
Insight (BNY Mellon), Insight Invest Mgt (Gbl) Ltd
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	FE Trustnet verdict Overall, performing better than the peer group composite. Over a fairly lengthy 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 not been particularly exposed to falling markets.

Manager profile

Sonja joined Insight in August 2008 to work on absolute return strategies, moving into a portfolio manager role within the Specialist Investments Team. Prior to joining Insight, Sonja spent two years at JP Morgan where she marketed derivatives transactions across a range of asset classes and instruments to UK institutions. Before JP Morgan, Sonja worked at Jardine Lloyd Thompson Benefit Solutions as an actuary, consulting to UK pension schemes and at Lloyds TSB as an actuarial assistant working on pension reviews. She holds a B. Comm degree in Mathematics from the University of Stellenbosch, South Africa and is a Fellow of the Institute of Actuaries.

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Sonja Uys is a FE Trustnet FE Alpha Manager who has maintained a consistently high alpha score over a proven track record in rising and falling markets.

Annualised total return over 4.3 years

+6%

Cumulative performance (% growth)

	1 year	3 years	5 years	7 years	10 years
Sonja Uys	5.4	12.8	-	-	-
Peer Group Composite	6.5	7.8	-	-	-
Over / Under	-1.1	5.0	-	-	-

Total return for Sonja Uys

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 : Sonja Uys

Discrete performance

	0-12m	12-24m	24-36m	36-48m	48-60m	60-72m	72-84m	84-96m	96-108m	108-120m

Sonja Uys	5.4	-0.6	7.7	13.2	-	-	-	-	-	-
Peer Group Composite	6.5	-2.6	3.8	9.8	-	-	-	-	-	-
Over / Under	-1.1	2.0	3.9	3.4	-	-	-	-	-	-

Performance vs peer group composite: Sonja Uys

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

Outperformed peer group composite

3 years

out of a possible 4

Overall markets

Underperformed peer group composite

1 year

out of a possible 4

Rising markets

Outperformed peer group composite

2 years

out of a possible 3

Falling markets

Outperformed peer group composite

1 year

out of a possible 1

Funds currently managed

Fund	Sole/Co-managed	Sector	Periods

Absolute Insight	Co-managed	UT Absolute Return	since Feb 01 2009 to present
Insight Absolute Insight QIF	Co-managed	FO Absolute Return	since Feb 01 2009 to present

Funds managed previously

Fund	Periods

No previously managed funds

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