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You are here: Manager factsheet

Jeremy Hall
Aberforth Partners, Aberforth Unit Trust Mgrs Ltd
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Manager profile
Jeremy joined Aberforth in October 2018 and became a Partner in January 2020. He is responsible for the following sectors - Banks; Finance and Credit Services; Investment Banking and Brokerage Services; and Tobacco. Jeremy has passed all three levels of the CFA programme.
Total return for Jeremy Hall
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 : Jeremy Hall

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
Jeremy Hall 13.4 -4.6 2.2 84.1 -37.4 - - 2.5 -3.4 -0.4
Peer Group Composite 4.4 -14.1 4.3 66.1 -19.8 - - 10.1 -2.4 5.1
Over / Under 9.0 9.5 -2.1 18.0 -17.6 - - -7.6 -1.0 -5.5
Performance vs peer group composite: Jeremy Hall
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
3 years
out of a possible 8
 
Overall markets
Up
Underperformed peer group composite
5 years
out of a possible 8
 
Rising markets
UpDown
Outperformed peer group composite
2 years
out of a possible 5
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 3
Funds currently managed
Fund Sole/Co-managed Sector Periods
Aberforth Smaller Companies Trust plc Co-managed IT UK Smaller Companies since Oct 01 2018 to present
Aberforth Split Level Income Trust PLC Co-managed IT UK Smaller Companies since Oct 01 2018 to present
Aberforth UK Small Companies Co-managed IA UK Smaller Companies since Oct 01 2018 to present
Funds managed previously
Fund Periods
TM Cartesian UK Opportunities since Aug 01 2007 to fund close
TM Cartesian UK Enhanced Alpha since Nov 08 2007 to fund close
Ignis Intl Cartesian Enhanced Alpha since Nov 08 2007 to fund close
Ignis Intl Cartesian UK Equity Long Short since Aug 01 2007 to fund close
TM Cartesian UK Absolute Alpha since Aug 01 2011 to fund close
Ignis Cartesian UK Opportunities since Aug 01 2011 to fund close
SVM World Equity since Sep 30 2005 to Nov 15 2005
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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.

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