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You are here: Manager factsheet

Craig Bonthron

SWIP, HBOS Investment Fd Mgrs Ltd
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FE Trustnet verdict
Overall, performing better than the peer group composite. Over a short 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 not been particularly exposed to falling markets.
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
 
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 : 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 4.1 17.8 -1.0 20.7 - - - - - -
Peer Group Composite 6.3 11.7 -6.4 14.4 - - - - - -
Over / Under -2.2 6.1 5.4 6.3 - - - - - -
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
3 years
out of a possible 4
 
Overall markets
Up
Underperformed peer group composite
1 year
out of a possible 4
 
Rising markets
UpDown
Outperformed peer group composite
2 years
out of a possible 3
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 1
Funds currently managed
Fund Sole/Co-managed Sector Periods
SWIP Islamic Global Equity Co-managed FO Equity - International since Jun 01 2010 to present
Halifax Ethical Co-managed UT Global since Jan 01 2014 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
 
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