PLEASE TELL US A LITTLE ABOUT YOURSELF SO THAT WE CAN DISPLAY THE MOST
APPROPRIATE CONTENT TO YOU:

This site uses cookies. Some of the cookies are essential for parts of the site to operate and have already been set. You may delete and block all cookies from this site, but if you do, parts of the site may not work. To find out more about cookies used on Trustnet and how you can manage them, see our Privacy and Cookie Policy.

By clicking "I Agree" below, you acknowledge that you accept our Privacy Policy and Terms of Use.

For more information Click here

Login

Password Reminder
Not Registered? Click Here

Register

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
You are here: Manager factsheet

Audrey Ryan
Aegon Asset Management
pdfIcon Manager factsheet pdf    rss feed RSS Feed
Manager profile
Audrey Ryan is an investment manager in the Equities team with responsibility for managing several funds. In addition, Audrey has analysis duties for the travel & leisure sector and is a small-cap specialist. She joined the industry in 1995 and us in 1997 from General Accident where she was a UK small companies portfolio manager. Audrey studied Accounting at Napier University, is a qualified chartered accountant and has an MSc in Investment Analysis.
Total return for Audrey Ryan
Manager career performance
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
 
 
 
 
 
53-89m
 
 
 
 
 
 
 
 
 
65-101m
 
 
 
 
 
 
 
 
 
77-113m
 
 
 
 
 
 
 
 
 
89-125m
 
 
 
 
 
 
 
 
 
101-137m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Audrey Ryan

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
Audrey Ryan 13.6 -10.6 -2.3 32.7 -7.8 -2.3 2.7 7.8 0.8 8.4
Peer Group Composite 7.8 -2.3 5.1 32.6 -15.9 3.2 2.2 16.8 -3.1 6.5
Over / Under 5.8 -8.3 -7.4 0.1 8.1 -5.5 0.5 -9.0 3.9 1.9
Performance vs peer group composite: Audrey Ryan
How a manager matches up against their peers gives you some idea of how talented they are. 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
6 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
4 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
4 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
Aegon Ethical Equity Lead manager UT UK All Companies since Jan 01 1999 to present
Aegon Ethical Cautious Managed Co-managed UT Mixed Investment 20-60% Shares since Mar 01 2007 to present
Aegon UK Sustainable Opportunities Co-managed UT UK All Companies since Mar 01 2007 to present
Funds managed previously
Fund Periods
Aegon UK Smaller Companies since Jan 01 2024 to Jan 31 2024
News & Research: Related articles sector Sector fund Fund group Group manager Manager
Group What could knock the mighty Nvidia off its perch? By Jean-Baptiste Andrieux  24-Apr-2024
Group The sterling bond funds that keep delivering the most bang for your buck By Matteo Anelli  25-Mar-2024
Group The global equity income funds that keep delivering the most bang for your buck By Matteo Anelli  20-Mar-2024
Group The funds and trusts with the highest weightings to Nvidia By Emma Wallis  26-Feb-2024
Data provided by FE fundinfo. Care has been taken to ensure that the information is correct, but FE fundinfo neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.

LATEST :

Five reasons to keep hold of your defensive funds

13:00 | Monday, January 20, 2014

Close

You are currently using an old browser which will not be supported by Trustnet after 31/07/2016. To ensure you benefit from all features on the site, please update your browser.   Close

© Trustnet Limited 2024. All Rights Reserved.
Please read our Terms of Use / Disclaimer and Privacy and Cookie Policy.
Data supplied in conjunction with Refinitiv and London Stock Exchange Plc