Mark Harris

Toolset

Fund Performance

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Manager factsheet

Mark Harris
EPIC Markets (UK) LLP
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Manager profile

Mark is the lead Fund Manager of VT EPIC Diversified Income Fund. Mark joined the group in 2019, having previously headed up the Multi Asset team at City Financial, which he joined in October 2012 as part of its acquisition of Eden Asset Management. In 2009, he joined Henderson following its acquisition of New Star, leading a team of six managing over £2 billion in assets across a range of low- to high-risk mandates. He had previously spent six years at New Star Asset Management managing a range of award-winning funds

FOLLOW ON FUNDSWIRE

Annualised total return over 21.7 years

+2.8%

Cumulative performance (% growth)

	1 year	3 years	5 years	7 years	10 years
Mark Harris	3.1	-9.5	-13.1	-18.3	-10.6
Peer Group Composite	6.1	3.0	15.9	20.5	47.1
Over / Under	-3.0	-12.5	-29.0	-38.8	-57.7

Total return for Mark Harris

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 : Mark Harris

Discrete performance

	0-12m	12-24m	24-36m	36-48m	48-60m	60-72m	72-84m	84-96m	96-108m	108-120m

Mark Harris	3.1	-6.1	-6.5	19.1	-19.7	-2.0	-4.5	9.8	-9.1	9.7
Peer Group Composite	6.1	-4.9	2.0	18.0	-4.7	3.3	0.6	14.6	-2.4	9.2
Over / Under	-3.0	-1.2	-8.5	1.1	-15.0	-5.3	-5.1	-4.8	-6.7	0.5

Performance vs peer group composite: Mark Harris

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

Outperformed peer group composite

2 years

out of a possible 10

Overall markets

Underperformed peer group composite

8 years

out of a possible 10

Rising markets

Outperformed peer group composite

2 years

out of a possible 7

Falling markets

Outperformed peer group composite

0 years

out of a possible 3

Funds currently managed

Fund	Sole/Co-managed	Sector	Periods

EPIC Wealth	Lead manager	FO Mixed Asset - Flexible	since Jun 01 2014 to present

Funds managed previously

Fund	Periods

VT EPIC Multi Asset Balanced	since Oct 01 2011 to Oct 31 2022
VT EPIC Diversified Income	since Mar 10 2014 to fund close
Janus Henderson American Portfolio	since Jan 01 2002 to Feb 01 2011
Janus Henderson Multi Manager Balanced	since Jan 01 2002 to Feb 01 2011
Janus Henderson Multi Manager Tactical	since Jan 01 2002 to Feb 01 2011
Janus Henderson Multi-Manager Active	since Jan 01 2002 to Feb 01 2011
VT EPIC Multi Asset Growth	since Nov 08 2013 to Oct 31 2022
Janus Henderson Multi-Manager Managed	since Jan 01 2002 to Jun 21 2010
VT Garraway Multi Asset Diversified	since Nov 08 2013 to fund close
VT Garraway Multi Asset Dynamic	since Feb 07 2014 to fund close
Garraway Wealth	since Jun 01 2014 to fund close
Janus Henderson Asia Portfolio	since Jan 01 2002 to Jan 01 2008
Garraway Adventurous Portfolio	since Jun 01 2014 to fund close
Janus Henderson European Portfolio	since Jan 01 2002 to Apr 01 2007
Janus Henderson Asia Portfolio	since Apr 09 2009 to Feb 01 2011
Janus Henderson European Portfolio	since Apr 09 2009 to Feb 01 2011
Janus Henderson Cautious Portfolio	since Oct 10 2005 to Jan 01 2007
City Financial Balanced Portfolio	since Jun 01 2014 to fund close
City Financial Cautious Portfolio	since Jun 01 2014 to fund close
City Financial Growth Portfolio	since Jun 01 2014 to fund close
City Financial Income Portfolio	since Jun 01 2014 to fund close
City Financial Moderate Portfolio	since Jun 01 2014 to fund close
EFA OPM Diversified Target Return	since Apr 01 2013 to fund close
EFA OPM Worldwide Opportunities	since Apr 01 2013 to fund close
City Financial Multimanager Income	since Jan 01 2013 to fund close
Pennine Pathfinder	since Oct 01 2013 to fund close
Pennine Dynamic	since Oct 11 2013 to fund close