To continue using this website, please tell us a
little about yourself:

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 on the website and how to delete cookies, see our Privacy and Cookie Policy.

I accept the FE Trustnet cookie policy

For more information Click here

Login

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
 
Poll

Which is your preferred equity region for the second half of 2016?

UK
US
Europe
Japan
Emerging markets

Vote

 
You are here: Manager factsheet

Christopher Metcalfe

FE Alpha Manager
Newton & BNY Mellon Asset Mgmt
pdfIcon Manager factsheet pdf    rss feed RSS Feed
FE Trustnet verdict
Overall, performing better than the peer group composite. Over a long track record, the manager has, period by period, consistently managed to outperform the peer group. Good stockpicking has had a material positive impact on results, which have tended to be relatively better in a falling market.
Manager profile
Christopher is a portfolio manager on the multi-asset team at Newton where he runs portfolios including the Newton Growth and Income Fund for Charities, Newton Multi-Asset Growth Fund and the Newton UK Income Fund. He is also a member of the multi-asset model group. Christopher joined Newton in 2006, prior to which he was senior investment manager and head of the UK equity prime team at Schroder Investment Management. Christopher began his career at Henderson Administration, where he became head of UK equities. He holds an MBA.
Total return for Christopher Metcalfe
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
 
 
 
 
 
0-36m
 
 
 
 
 
 
 
 
 
12-48m
 
 
 
 
 
 
 
 
 
24-60m
 
 
 
 
 
 
 
 
 
36-72m
 
 
 
 
 
 
 
 
 
48-84m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Christopher Metcalfe

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
Christopher Metcalfe 12.7 8.5 10.6 19.1 -1.3 19.8 17.6 -16.5 -2.4 -
Peer Group Composite 2.2 4.8 5.4 13.5 -4.9 24.0 19.9 -20.2 -15.0 -
Over / Under 10.5 3.7 5.2 5.6 3.6 -4.2 -2.3 3.7 12.6 -
Performance vs peer group composite: Christopher Metcalfe
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
7 years
out of a possible 9
 
Overall markets
Up
Underperformed peer group composite
2 years
out of a possible 9
 
Rising markets
UpDown
Outperformed peer group composite
4 years
out of a possible 6
 
Falling markets
UpDown
Outperformed peer group composite
3 years
out of a possible 3
Funds currently managed
Fund Sole/Co-managed Sector Periods
Newton Multi-Asset Growth Lead manager UT Flexible Investment since Mar 16 2011 to present
Newton Maiden Lead manager UT Specialist since Feb 29 2012 to present
Newton UK Income Lead manager UT UK Equity Income since Mar 20 2014 to present
Newton Growth and Income For Charities Lead manager UT Mixed Investment 40%-85% Shares since May 09 2014 to present
Newton UK Opportunities Co-managed UT UK All Companies since Feb 23 2016 to present
Funds managed previously
Fund Periods
Newton UK Equity since Apr 23 2007 to Mar 17 2011
Newton UK Equity since Sep 01 2006 to Apr 29 2010
Newton Global Growth & Income for Charities since Mar 01 2011 to fund close
Schroder UK Equity since Oct 01 2003 to Mar 31 2006
Newton UK Equity since Feb 23 2016 to Apr 27 2016
News & Research: Related articles sector Sector fund Fund group Group manager Manager
Sector Morgan: The underperforming fund you shouldn’t be selling By Alex Paget  07-Jun-2016
Group Five themes that will drive markets and your portfolio By The FE Trustnet team  11-May-2016
Data provided by FE. Care has been taken to ensure that the information is correct, but FE 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.

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