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Matt Evans

Matt Evans

Showing manager performance in United Kingdom View performance globally

About Matt Evans

Matt Evans joined Threadneedle Investments, in October 2013, as a portfolio manager. He is co-manager of the Threadneedle UK Smaller Companies Fund, the Threadneedle UK Mid 250 Fund and a range of small cap institutional portfolios. He is also lead manager of the UK Ethical Equity Fund and responsible for stock analysis and idea generation for the wider team with research responsibility for construction and house builders. Before joining Threadneedle Matt was a Fund Manager at Legal & General Investment Management specialising in UK Small Caps. He gained a degree in Geography and Sports Science from Loughborough University.

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Citywire Rating: AAA rated

2016

  • DRated A in Dec 2016

2017

  • JRated A in Jan 2017
  • FRated AA in Feb 2017
  • MRated A in Mar 2017
  • ARated A in Apr 2017
  • MRated AA in May 2017
  • JRated AA in Jun 2017
  • JRated AA in Jul 2017
  • ARated AAA in Aug 2017
  • SRated AAA in Sep 2017
  • ORated AAA in Oct 2017
  • NRated AAA in Nov 2017

Performance

Equity - UK Smaller Companies
over : 31/10/2016 - 31/10/2017

Total Return

Month by Month Performance

Quarterly Performance

to 30/09/2017 Annual Q1 Q2 Q3 Q4
2017 9.0% 9.7% 4.9%
2016 6.7% -1.2% -11.0% 16.1% 4.5%
2015 23.3% 6.6% 7.0% 1.7% 6.3%
2014 2.9% 5.3% -4.4% -0.1% 2.3%

Related News

Where are the opportunities in the UK mid cap space?

The short-term outlook for mid caps is marred by political and market issues, despite recent good performance against large caps, but the long-term view is more positive.

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.