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

Have you been allocating more to cash or equities, given signs of rising risks?

Cash
Equities

Vote

 
You are here: Manager factsheet

Craig Bonthron

SWIP
pdfIcon Manager factsheet pdf    rss feed RSS Feed
FE Trustnet verdict
Overall, performing better than the peer group composite. Over a fairly lengthy track record, the manager has outperformed the peer group more often than not. There is not sufficient data to say whether good stockpicking has had any real effect on results, which have tended to be relatively better in a falling market.
Manager profile
Craig joined SWIP in January 2011 and is responsible for SWIP’s Global Islamic Fund, the Scottish Widows Environmental Investor Fund and SWIP’s Ethical portfolios.Before joining SWIP, Craig worked for Kleinwort Benson Investors (formerly KBC Asset Management) in Dublin. There, he worked on the Global Environmental Strategies desk and was responsible for managing the Global Water Fund. The desk managed over 1.5 bn EUR of funds under management, with the Global Water Fund comprising 800m EUR of these assets. Prior to this, Craig worked as a generalist equity analyst on the US desk at Alliance Trust Plc., covering a broad range of sectors.Craig holds an MSc in Business Information Technology Systems from Strathclyde University, is a Member of IIMR and has passed Level 1 of the CFA exams.
Total return for Craig Bonthron
 
Discrete calendar year performance : Craig Bonthron

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
Craig Bonthron 6.6 15.6 13.8 11.6 - - - - - -
Peer Group Composite 9.2 19.6 1.5 5.0 - - - - - -
Over / Under -2.6 -4.0 12.3 6.6 - - - - - -
Performance vs peer group composite: Craig Bonthron
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 4
 
Overall markets
Up
Underperformed peer group composite
2 years
out of a possible 4
 
Rising markets
UpDown
Outperformed peer group composite
2 years
out of a possible 4
 
Falling markets
UpDown
Outperformed peer group composite
0 years
out of a possible 0
Funds currently managed
Fund Sole/Co-managed Sector Periods
SWIP Islamic Global Equity Co-managed FO Equity - International since Jun 01 2010 to present
Funds managed previously
Fund Periods
Scot Wid HIFML Ethical since Jul 01 2011 to Oct 31 2012
Halifax Ethical since Jul 01 2011 to Dec 31 2011
Halifax Ethical since Jan 01 2014 to Mar 31 2014
 
  • Stay connected with FE trustnet
  • Authorised and Regulated by the
    Financial Conduct Authority
  • © Trustnet Limited . 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