Simon Callow

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Fund Performance

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Manager factsheet

Simon Callow
WAY Fund Managers
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Manager profile

Simon has over twenty years of investment management experience, starting as a stockbroker with BWD Rensburg plc in Liverpool in 1996. He moved into fund management, joining Midas Capital, a multi-asset portfolio boutique in 2004, before joining Ascencia Investment Management in 2016. Simon received an Investment Week 2015 award for investment performance in the Investment Association global equity income category. Simon is a Chartered Fellow of the Chartered Institute for Securities and Investments, has a Masters’ degree from Edinburgh University and CFA UK IMC Level 4 (Investment Management Certificate).

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Annualised total return over 13.1 years

+4%

Cumulative performance (% growth)

	1 year	3 years	5 years	7 years	10 years
Simon Callow	8.3	0.8	7.0	-	11.9
Peer Group Composite	6.7	2.3	12.1	-	15.9
Over / Under	1.6	-1.5	-5.1	-	-4.0

Total return for Simon Callow

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 : Simon Callow

Discrete performance

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

Simon Callow	8.3	-7.3	0.4	16.6	-9.1	-1.4	-	-	-2.7	9.0
Peer Group Composite	6.7	-5.4	1.3	14.8	-4.6	-0.1	-	-	-4.8	8.8
Over / Under	1.6	-1.9	-0.9	1.8	-4.5	-1.3	-	-	2.1	0.2

Performance vs peer group composite: Simon Callow

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

4 years

out of a possible 8

Overall markets

Underperformed peer group composite

4 years

out of a possible 8

Rising markets

Outperformed peer group composite

3 years

out of a possible 4

Falling markets

Outperformed peer group composite

1 year

out of a possible 4

Funds currently managed

Fund	Sole/Co-managed	Sector	Periods

EF New Horizon Balanced Income & Growth	Lead manager	UT Mixed Investment 20-60% Shares	since Aug 23 2018 to present
EF New Horizon Cautious	Lead manager	UT Mixed Investment 0-35% Shares	since Aug 23 2018 to present
EF New Horizon Income	Lead manager	UT Mixed Investment 0-35% Shares	since Aug 23 2018 to present

Funds managed previously

Fund	Periods

Momentum Multi-Asset Value Trust plc	since Oct 02 2008 to Jan 31 2016
VT Momentum Diversified Growth	since Jul 01 2010 to Jan 31 2016
EF New Horizon Growth	since May 01 2019 to fund close