To continue using this website, please tell us a
little about yourself:

This site uses cookies. Some of the cookies are essential for parts of the site to operate and have already been set. You may delete and block all cookies from this site, but if you do, parts of the site may not work. To find out more about cookies on the website and how to delete cookies, see our Privacy and Cookie Policy.

I accept the FE Trustnet cookie policy

For more information Click here

Login

Register

It's look like you're leaving us

What would you like us to do with the funds you've selected

Show me all my options Forget them Save them
Customise this table
 
Poll

Will the triggering of Article 50 have an impact on your investment decisions?

Yes, I will be revisiting some of my investments
No, I’m unlikely to make significant changes to my portfolio

Vote

 
You are here: Manager factsheet

Simon Jaffe

OLIM, Close Brothers AM, S&W Fund Administration Ltd
pdfIcon Manager factsheet pdf    rss feed RSS Feed
FE Trustnet verdict
Overall, performing better than the peer group composite. However, over a long track record, the manager has, period by period, over- and under-performed roughly equally. Stockpicking has made a contribution to results, which have tended to be relatively better in a rising market.
Manager profile
Simon manages both equity and balanced portfolios at OLIM. He began his investment career as an equity analyst in 1995 before becoming a fund manager in 1998. He spent six years at F&C where he managed a range of UK and pan-European portfolios for institutional clients. Immediately before joining OLIM, Simon co-managed the £4bn UK value fund at Morley. Simon holds a BSc(Econ.) 1st class and an MSc(Econ.) both from the LSE as well as an MSc in Finance with a Distinction from the LBS. He holds the IIMR qualification and is a member of the CFA Institute
Total return for Simon Jaffe
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 : Simon Jaffe

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
Simon Jaffe 16.3 -3.0 -0.2 25.8 20.4 2.6 20.2 54.4 -41.5 -20.4
Peer Group Composite 17.9 -6.0 3.7 20.0 16.4 2.6 17.4 48.7 -38.2 -14.9
Over / Under -1.6 3.0 -3.9 5.8 4.0 0.0 2.8 5.7 -3.3 -5.5
Performance vs peer group composite: Simon Jaffe
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
Value & Income Trust plc Co-managed IT UK Equity Income since Jan 01 1981 to present
Close OLIM UK Equity Income Co-managed UT UK All Companies since Sep 15 2008 to present
S&W Charity Value and Income Co-managed UT UK All Companies since Jan 30 2009 to present
Funds managed previously
Fund Periods
No previously managed funds
News & Research: Related articles sector Sector fund Fund group Group manager Manager
Fund What the FE Crown Rating rebalance means for investment trusts By Rob Langston  24-Jan-2017
Sector Four UK trusts that Winterflood has just added to its model portfolio By Gary Jackson  09-Jan-2017
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.

You are currently using an old browser which will not be supported by Trustnet after 31/07/2016. To ensure you benefit from all features on the site, please update your browser.   Close