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You are here: Manager factsheet

Nick Purves
Redwheel Funds, Thesis Unit Trust Mgmt Ltd, Temple Bar Investment Trust PL, St. Jamess Place UT Group Ltd
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Manager profile
Nick joined Redwheel in August 2010 to build the Redwheel Value & Income Team together with Ian Lance. He started working with Ian at Schroders in 2007, initially starting as an analyst before moving in to portfolio management where he managed both Institutional Specialist Value funds and the Schroder Income Fund and Income Maximiser Fund together with Ian. Nick graduated from Bristol University in 1989 and qualified as a Chartered Accountant in 1993 with KPMG.
Total return for Nick Purves
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 : Nick Purves

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
Nick Purves 10.0 1.8 5.5 50.2 -27.0 8.2 0.4 13.0 -3.0 5.5
Peer Group Composite 8.2 -0.8 8.4 34.3 -18.2 4.1 0.3 17.2 -2.6 8.4
Over / Under 1.8 2.6 -2.9 15.9 -8.8 4.1 0.1 -4.2 -0.4 -2.9
Performance vs peer group composite: Nick Purves
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
5 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
5 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
1 year
out of a possible 3
Funds currently managed
Fund Sole/Co-managed Sector Periods
Redwheel UK Value Co-managed FO Equity - International since Sep 30 2010 to present
Redwheel UK Climate Engagement Co-managed FO Equity - UK since Oct 13 2010 to present
TM Redwheel UK Equity Income Co-managed UT UK Equity Income since Oct 04 2018 to present
Temple Bar Investment Trust PLC Co-managed IT UK Equity Income since Nov 01 2020 to present
SJP UK Co-managed UT UK All Companies since Jul 01 2021 to present
SJP UK Equity Income Co-managed UT UK Equity Income since Oct 24 2022 to present
Redwheel Global Intrinsic Value Co-managed FO Equity - International since Dec 15 2023 to present
Funds managed previously
Fund Periods
SJP Equity Income since Feb 03 2001 to fund close
TM Stonehage Fleming UK Equity Income since Feb 29 2008 to fund close
Schroder Income since Oct 01 2003 to May 17 2010
SUTL Cazenove Charity Equity Value since Jul 01 2006 to May 17 2010
SJP UK Equity since Jun 05 2019 to fund close
SJP Managed Growth since Apr 06 2010 to Aug 01 2010
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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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