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You are here: Manager factsheet

Steve Brann
Apollo Asset Management
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Manager profile
Steve moved from UBS in 1987 to manage the £3bn Lucas Industries Pension Fund which was ranked consistently in the top quartile for performance over 5 years. In 1994, he joined Dresdner Kleinwort Benson where he was responsible for investing – using a diverse range of trading strategies – £1bn of the Bank’s own capital in European equity markets. Having moved to Bank of America in 2000, Steve managed a team responsible for investing £500m of proprietary capital in European equity markets. Then in 2005, Steve set up and co-managed Miton’s CF Miton Arcturus fund – one of the first funds in the UK to adopt a true multi asset class approach. During his stewardship, the fund achieved 1st Quartile performance in every period since launch.
Total return for Steve Brann
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 : Steve Brann

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
Steve Brann 2.0 -5.4 3.1 21.7 -15.3 -2.9 3.3 14.1 -3.3 5.6
Peer Group Composite 8.5 -4.8 3.7 21.4 -7.2 3.0 1.0 14.0 -2.5 8.8
Over / Under -6.5 -0.6 -0.6 0.3 -8.1 -5.9 2.3 0.1 -0.8 -3.2
Performance vs peer group composite: Steve Brann
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 10
 
Overall markets
Up
Underperformed peer group composite
7 years
out of a possible 10
 
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 3
Funds currently managed
Fund Sole/Co-managed Sector Periods
FP Apollo Multi Asset Balanced Co-managed UT Mixed Investment 20-60% Shares since Nov 26 2008 to present
FP Apollo Multi Asset Cautious Lead manager UT Mixed Investment 20-60% Shares since Nov 27 2008 to present
FP Apollo Multi Asset Adventurous Co-managed (deputy) UT Flexible Investment since Jun 01 2011 to present
Funds managed previously
Fund Periods
AMAM Cautious since Jan 15 2009 to fund close
FP Frontier MAP Balanced since Sep 01 2017 to fund close
FP Apollo Multi Asset Defensive since Jun 01 2011 to fund close
CF Miton Total Return since Nov 20 2006 to Aug 01 2008
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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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