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

Simon Murphy
Valu-Trac Investment Managemen
pdfIcon Manager factsheet pdf    rss feed RSS Feed
Manager profile
Simon has over 20 years UK equity experience, including 10 years at Merian Global Investors and 10 years at M&G Investments.
Total return for Simon Murphy
Manager career performance
Discrete calendar year performance : Simon Murphy

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
Simon Murphy 11.0 12.6 -9.1 49.1 - -10.6 0.6 5.0 -3.9 4.7
Peer Group Composite 8.0 2.5 6.5 25.8 - -7.0 4.5 10.9 -2.6 6.1
Over / Under 3.0 10.1 -15.6 23.3 - -3.6 -3.9 -5.9 -1.3 -1.4
Performance vs peer group composite: Simon Murphy
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 9
 
Overall markets
Up
Underperformed peer group composite
6 years
out of a possible 9
 
Rising markets
UpDown
Outperformed peer group composite
3 years
out of a possible 7
 
Falling markets
UpDown
Outperformed peer group composite
0 years
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
VT Tyndall Unconstrained UK Income Lead manager UT UK Equity Income since Feb 01 2020 to present
Funds managed previously
Fund Periods
WS UK Growth since Dec 31 1984 to May 31 2004
WS International Growth since Dec 31 1984 to Mar 01 2000
Merian UK Equity since Mar 19 2008 to Dec 31 2018
Jupiter UK Opportunities since Oct 01 2011 to Dec 31 2018
M&G UK Sustain Paris Aligned since Mar 31 2004 to Dec 07 2007
M&G Strategic Growth since Jul 01 2004 to fund close
M&G UK Sustain Paris Aligned since Jun 01 2000 to Sep 28 2001
News & Research: Related articles sector Sector fund Fund group Group manager Manager
Group Fundsmith or Baillie Gifford: Which should you pick for small-cap exposure? By Jean-Baptiste Andrieux  25-Apr-2024
Group The cautious funds that keep delivering the most bang for your buck By Matteo Anelli  15-Apr-2024
Fund The fund managers investing in each other By Emma Wallis  26-Mar-2024
Group The active managers that should be out of business By Matteo Anelli  18-Mar-2024
Group The experts’ perfect fund pairings for investing in Europe By Jean-Baptiste Andrieux  15-Mar-2024
Group Nick Train and Terry Smith in Bestinvest’s dog house for the first time By Matteo Anelli  04-Mar-2024
Group The experts’ perfect fund pairings for investing in the UK By Jean-Baptiste Andrieux  13-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