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You are here: Manager factsheet

Andrew Impey

OLIM, S&W Fund Administration Ltd, Smith & Williamson Fund Admini
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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 not really benefited results, which have tended to be relatively better in a rising market.
Manager profile
Andrew is responsible for managing both equity and balanced portfolios at OLIM. He has over twenty years experience as a fund manager and has managed a broad range of funds. Prior to joining OLIM in 2009, Andrew was Chief Investment Officer at Singer & Friedlander Investment Management. In addition to his CIO responsibilities, Andrew managed the charity portfolios. Earlier in his career Andrew worked at Dresdner RCM, River and Mercantile Investment Management and Strauss Turnbull & Co specialising in UK small and mid cap equities
Total return for Andrew Impey
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 : Andrew Impey

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
Andrew Impey 23.2 -3.9 4.8 16.9 34.9 -6.3 22.4 31.3 -27.3 -13.0
Peer Group Composite 20.9 -5.7 8.9 12.3 33.0 -6.6 20.9 20.3 -22.7 -9.1
Over / Under 2.3 1.8 -4.1 4.6 1.9 0.3 1.5 11.0 -4.6 -3.9
Performance vs peer group composite: Andrew Impey
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 10
 
Overall markets
Up
Underperformed peer group composite
3 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
5 years
out of a possible 6
 
Falling markets
UpDown
Outperformed peer group composite
2 years
out of a possible 4
Funds currently managed
Fund Sole/Co-managed Sector Periods
Value & Income Trust plc Co-managed IT UK Equity Income since Jan 01 1981 to present
S&W Charity Value and Income Co-managed UT UK All Companies since Feb 16 2009 to present
SVS Albion OLIM UK Equity Income Co-managed UT UK Equity Income since Feb 16 2009 to present
Funds managed previously
Fund Periods
IWI Balanced Portfolio since Mar 01 2005 to Nov 01 2008
CFIC CRUX UK since Mar 01 2005 to Oct 30 2008
CFIC CRUX UK since Jan 01 2002 to Jul 31 2004
News & Research: Related articles sector Sector fund Fund group Group manager Manager
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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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