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You are here: Manager factsheet

Angela Lascelles

OLIM, Close Brothers AM, S&W Fund Administration Ltd
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FE Trustnet verdict
Overall, performing better than the peer group composite. Over a long track record, the manager has outperformed the peer group more often than not. Stockpicking has made a contribution to results, which have tended to be similar in rising and falling markets.
Manager profile
Angela Lascelles co-founded OLIM in 1986. She has been professionally engaged in investment since graduating in philosophy from London University. She has worked for both the Associated British Foods and Courtaulds Pension Funds. At the latter she managed the UK and Overseas bond portfolios and a major part of the UK equity portfolio. Since the formation of OLIM she has focussed on managing equity portfolios. She is also responsible for our bond holdings
Total return for Angela Lascelles
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 : Angela Lascelles

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
Angela Lascelles 16.3 -3.0 -0.2 25.8 20.4 2.6 20.2 54.4 -37.3 -13.1
Peer Group Composite 17.9 -6.0 3.7 20.0 16.4 2.6 17.4 48.7 -37.3 -10.3
Over / Under -1.6 3.0 -3.9 5.8 4.0 0.0 2.8 5.7 0.0 -2.8
Performance vs peer group composite: Angela Lascelles
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
6 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
4 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
4 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
Value & Income Trust plc Co-managed IT UK Equity Income since Sep 30 1986 to present
Close OLIM UK Equity Income Co-managed UT UK All Companies since Jan 07 2002 to present
S&W Charity Value and Income Co-managed UT UK All Companies since Jan 30 2009 to present
Funds managed previously
Fund Periods
No previously managed funds
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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.

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