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You are here: Manager factsheet

Scott McKenzie
Amati Global Investors, Waystone Fund Services (UK) Li
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Manager profile
Scott joined Amati in April 2021 and has over 25 years' experience managing UK equity portfolios. His career began in Glasgow at Britannia IM in the early 90’s before moving to London with Aviva Investors in 1999. He returned to Scotland in 2005, joining Martin Currie where he remained until 2009. After a period running his own private businesses, he joined Saracen Fund Managers in 2014 where he launched the TB Saracen UK Income fund and also became manager of the TB Saracen UK Alpha fund. He left Saracen in March 2021 having led both funds to top quartile rankings in their sectors. Scott manages the TB Amati UK Smaller Companies Fund, Amati AIM VCT and the Amati AIM IHT Portfolio Service.
Total return for Scott McKenzie
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 : Scott McKenzie

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
Scott McKenzie -8.8 -21.4 -12.7 61.8 -28.7 5.2 6.7 14.5 -3.4 -
Peer Group Composite -1.4 -19.4 -3.1 33.8 -19.9 3.4 1.3 15.2 -2.8 -
Over / Under -7.4 -2.0 -9.6 28.0 -8.8 1.8 5.4 -0.7 -0.6 -
Performance vs peer group composite: Scott McKenzie
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
3 years
out of a possible 9
 
Overall markets
Up
Underperformed peer group composite
6 years
out of a possible 9
 
Rising markets
UpDown
Outperformed peer group composite
3 years
out of a possible 4
 
Falling markets
UpDown
Outperformed peer group composite
0 years
out of a possible 5
Funds currently managed
Fund Sole/Co-managed Sector Periods
Amati Aim VCT Plc Co-managed IT VCT AIM Quoted since Mar 01 2021 to present
WS Amati UK Listed Smaller Companies Co-managed IA UK Smaller Companies since Apr 01 2021 to present
Funds managed previously
Fund Periods
Natwest Equity Income since Feb 13 1995 to Mar 31 2005
WS Saracen UK Income since Mar 31 2015 to Apr 30 2021
Aviva Inv UK Listed Equity Income since Oct 01 1999 to Aug 10 2005
Aviva Inv Distribution since Jan 01 2000 to Jul 31 2005
WS Saracen UK Alpha since Jun 01 2017 to Mar 31 2021
FTF Martin Currie Global Unconstrained since Oct 01 2005 to Jul 30 2009
Standard Life Investments Ignis UK Equity Income since Sep 01 1997 to Sep 01 1999
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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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