Citywire for Financial Professionals

Tana Focke

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Glossary

  • Fund

    A way for individual investors to pool their money together, allowing them to invest in assets that would otherwise be unobtainable

  • Fund manager

    The person who decides where the fund's money should be invested. As such, finding a talented manager (such as those with a Citywire rating) is of paramount importance

  • Sector

    Funds are grouped together into sectors, allowing fund managers to be judged against their benchmarks and peer group. Each sector has rules about what assets funds are allowed to invest in

  • Assets

    A generic term meaning 'what you own'. If you can buy it, it's an asset. In the world of investments the most common assets are shares, bonds, property and cash.

  • Asset class

    A group of assets with similar properties. For example, while shares will rise or fall in price individually, economic factors can affect all shares similarly. The same economic factors might affect bonds very differently – so shares and bonds are separate asset classes.

  • Asset allocation

    The process of deciding which asset classes to invest in. Successful asset allocation is often more important than selecting individual assets (for example deciding whether to invest mainly in shares, rather than which shares to invest in). Since most fund managers are tied to their sector rules, you need to either do your own asset allocation or buy a managed fund.

  • Benchmark

    A measure of how different areas of the markets are performing, against which funds can be compared. For example, a fund in the UK All Companies sector might be compared against the FTSE All-Share index of every company traded on the London Stock Exchange. A good fund manager will be able to beat the benchmark most of the time, but very few can.

  • Securities

    A contract representing something of financial value. Shares and bonds are the most common types of securities.

  • Managed funds

    Unlike most funds, which are restricted to investing in particular markets by the rules of their sector, managed funds can invest in just about anything. While they can have subtly different objectives, they are split into 'Active Managed', where the manager is given free reign; 'Balanced Managed', where the manager can invest a maximum of 85% in shares to reduce risk; and 'Cautious Managed' with a 60% maximum in shares.

  • Shares

    A share in a company represents part ownership of its assets (e.g. its buildings, intellectual property and so on) and its future income (paid out as dividends). The value of a share depends largely on other investors' expectations of the company's future growth and income.

  • Bonds

    Companies can issue bonds as a way of raising money. When you buy a bond, the company is agreeing to pay you a fixed income (hence the alternative name 'fixed income securities') for a certain time period, after which your money is repaid. If investors suspect a company may be unable to repay, they will demand a higher income or 'yield' - hence 'high yield bonds'.

  • Risk

    The possibility that your investment objectives won't be met. The most obvious variety is 'capital risk' – the possibility that you won't get your money back – but there are many other forms such as currency risk, income risk, inflation risk (that your investments won't keep pace with the cost of living) and so on. To get better returns, you must accept more risk – this is a law of physics in investing, no matter what the people who advertise funds like to claim. Understanding your own risk tolerance is crucial.

  • Return

    A measure of how your investments have performed, relative to your initial investment. For example if you invest £1,000 in a fund, and a year later your investment is worth £1,100, you've made a 10% return.

  • Maximum loss

    Otherwise known as maximum 'drawdown', this is a measure of how much you would lose if you bought an investment at its most expensive and sold at its cheapest (which, owing to the frailties of human psychology, often happens). For example if a fund was worth £1 a unit at one point but then fell to 50p – regardless of what happened in the meantime – the fund's loss would be 50%. Comparing the maximum loss for different managers over a given period is a good way of seeing who's doing the best job of safeguarding investors' money.

Please see terms and conditions for restrictions on use of Citywire's Fund Manager database.

Tana Focke

Tana Focke

  • Currently running 1 fund
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  • Current rating:
    Not rated

Lady Tana Focke runs the Smith & Williamson North American Trust, which invests in a wide range of generally heavyweight US companies. Focke draws on 10 years' experience as a broker for Brown Brothers Harriman, before she moved into fund management in 1989 at Swedish group Skandinaviska Enskilda Bank, where she managed a Luxembourg-domiciled North American fund. Two years later she moved to Equitable Life's US investment team before joining Smith & Williamson in 1997.

Fund Group

Smith & Williamson

Total returns in each sector over

Fund Manager's Citywire Ratings History

  • Not rated in Jan 2004
  • Rated A in Feb 2004
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  • Rated A in Jun 2005
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  • Rated A in Dec 2005
  • Rated A in Jan 20062006
  • Rated A in Feb 2006
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  • Rated AA in Jun 2006
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  • Rated A in Jul 2007
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Learn how Citywire Ratings are calculated

News about: Tana Focke

How has Tana Focke performed over

Fund Manager's Citywire Ratings History

  • Not rated in Jan 2004
  • Rated A in Feb 2004
  • Not rated in Mar 2004
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  • Rated A in Oct 2004
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  • Rated A in Dec 2004
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  • Rated A in Jun 2005
  • Rated A in Jul 2005
  • Rated A in Aug 2005
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  • Rated A in Dec 2005
  • Rated A in Jan 20062006
  • Rated A in Feb 2006
  • Rated A in Mar 2006
  • Rated A in Apr 2006
  • Rated A in May 2006
  • Rated AA in Jun 2006
  • Rated AA in Jul 2006
  • Rated A in Aug 2006
  • Rated A in Sep 2006
  • Rated A in Oct 2006
  • Rated AA in Nov 2006
  • Rated A in Dec 2006
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  • Rated A in Jul 2007
  • Rated A in Aug 2007
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  • Rated A in Oct 2007
  • Rated A in Nov 2007
  • Rated A in Dec 2007
  • Rated A in Jan 20082008
  • Rated A in Feb 2008
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  • Rated A in Aug 2008
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  • Rated A in Feb 2009
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  • Not rated in Jan 20142014
  • Not rated in Feb 2014
  • Not rated in Mar 2014
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Learn how Citywire Ratings are calculated

How has this fund manager performed comparedto rivals over

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