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This Fund Manager Rating is based on the Citywire Long Only ratings methodology

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Tom Yeowart

Tom Yeowart

Showing manager performance in United Kingdom View performance globally

About Tom Yeowart

Tom Yeowart joined Troy Asset Management in 2014, to manage the Spectrum Fund. Before moving to Troy, he spent three years at Rothschild where he specialised in fund research. Prior to that, Tom was a portfolio manager at Kaupthing Singer & Friedlander and Williams de Broe (which acquired the Singer & Friedlander Wealth Management business in 2008). Tom began his career at Brewin Dolphin, after graduating from Oxford University in 2005.

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Funds Managed
  1. Spectrum O Acc

Citywire Rating: Not Rated

2017

  • SRated Plus in Sep 2017
  • ORated A in Oct 2017
  • NRated A in Nov 2017
  • DRated A in Dec 2017

2018

  • JRated Plus in Jan 2018
  • FRated A in Feb 2018
  • MRated A in Mar 2018
  • ARated Plus in Apr 2018
  • MRated Plus in May 2018
  • JRated Plus in Jun 2018
  • JNot rated in Jul 2018
  • ARated Plus in Aug 2018
  • SRated Plus in Sep 2018
  • ORated Plus in Oct 2018
  • NNot rated in Nov 2018
  • DRated Plus in Dec 2018

2019

  • JRated Plus in Jan 2019
  • FRated A in Feb 2019
  • MRated Plus in Mar 2019
  • ANot rated in Apr 2019

Performance

Mixed Assets - Aggressive GBP
over : 31/03/2018 - 31/03/2019

Total Return

Month by Month Performance

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 6.0%
2018 -3.3% -4.0% 5.5% 2.3% -6.8%
2017 10.4% 5.1% 1.9% 0.0% 3.1%
2016 19.7% 3.5% 4.8% 8.6% 1.7%
2015 5.3% 6.4% -2.2% -5.1% 6.6%
2014 3.2%
Citywire Discovery Source: Citywire Discovery Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated)..Portions of the information contained on this page was derived by Citywire Financial Publishers Ltd using content supplied by Lipper, A Reuters Company.