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You are here: Manager factsheet

Mike Fox

 FE fundinfo Alpha Manager
RLUM (CIS) Ltd, Royal London Unit Tst Mgrs Ltd, Royal London Asset Mgmt (IRL)
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Manager profile
Mike Fox – Head of UK Sustainable Investments Mike is Head of Sustainable Investments and co-fund manager of the Sustainable Leaders, World and Diversified trusts as well as the Global Sustainable Equity fund. He has managed the Sustainable Leaders since November 2003. Prior to this, Mike worked as a Deputy fund manager at the Co-operative employee pension fund for two years and an investment analyst covering the utility, support services and media sectors. Mike originally trained and qualified as a Chartered Accountant with Ernst & Young in Manchester. Mike has won five Fund Manager of the Year awards, in 2015, 2017, 2019, 2020 and 2021. Mike has spent the majority of his career assessing environmental, social and governance issues and how they influence investment decisions. He is a specialist in sustainable investing and one of the few fund managers in this area with such long tenure.
Total return for Mike Fox
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 : Mike Fox

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
Mike Fox 17.4 -3.7 11.1 26.1 4.5 9.9 7.1 20.0 -1.2 15.0
Peer Group Composite 11.2 -3.3 5.6 30.5 -10.6 3.6 4.2 18.0 -2.9 8.3
Over / Under 6.2 -0.4 5.5 -4.4 15.1 6.3 2.9 2.0 1.7 6.7
Performance vs peer group composite: Mike Fox
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
8 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
2 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
6 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
Royal London Sustainable Leaders Trust Co-managed IA UK All Companies since Nov 03 2003 to present
Royal London Sustainable World Trust Co-managed IA Mixed Investment 40-85% Shares since Sep 21 2009 to present
Royal London Sustainable Diversified Trust Co-managed IA Mixed Investment 20-60% Shares since Feb 01 2014 to present
Royal London Global Sustainable Equity Co-managed IA Global since Feb 25 2020 to present
Royal London Global Sustainable Equity (IRL) Co-managed IA Global since Jul 13 2021 to present
Royal London Sustainable Growth Co-managed IA Mixed Investment 40-85% Shares since May 24 2022 to present
Funds managed previously
Fund Periods
Royal London UK Ethical Equity since Feb 01 2016 to fund close
Royal London European Opportunities since Sep 30 2016 to Sep 30 2017
Royal London European Growth since Oct 14 2016 to Sep 30 2017
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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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