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You are here: Manager factsheet

Geoff Legg
Evelyn Partners Fund Solutions
pdfIcon Manager factsheet pdf    rss feed RSS Feed
Manager profile
Geoff has been running the portfolio with Charles since it was launched in 2007. He is involved in all aspects of the investment process with a focus on individual stock analysis and selection. Geoff has over 15 years’ experience in financial markets. Prior to Kennox, he qualified as an actuary with Towers Perrin. Geoff has a first class maths and physics degree and a postgraduate masters in financial mathematics.
Total return for Geoff Legg
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 : Geoff Legg

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
Geoff Legg 8.9 2.3 15.9 14.4 -16.7 5.3 -3.5 25.5 -3.6 6.1
Peer Group Composite 16.7 -3.5 7.7 38.2 -5.6 8.3 2.4 26.3 -2.9 15.0
Over / Under -7.8 5.8 8.2 -23.8 -11.1 -3.0 -5.9 -0.8 -0.7 -8.9
Performance vs peer group composite: Geoff Legg
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
2 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
8 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
1 year
out of a possible 7
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 3
Funds currently managed
Fund Sole/Co-managed Sector Periods
SVS Kennox Strategic Value Co-managed UT Global since Jul 01 2007 to present
Funds managed previously
Fund Periods
No previously managed funds
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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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