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This Fund Manager Rating is based on the Citywire Absolute Return ratings methodology

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Ben Wallace

Ben Wallace

About Ben Wallace

Ben Wallace joined Henderson Global Investors in 2011 from Gartmore. Heco-manages the Henderson UK Absolute Return Fund with a bottom-up, long/short equity approach where holdings are the result of stock picking and manager conviction. Wallace is a member of the UK Society of Investment Professionals and holds a BCom from the University of Edinburgh.

Are you Ben Wallace?

Citywire Rating: A rated

2012

  • JRated A in Jan 2012
  • FNot rated in Feb 2012
  • MNot rated in Mar 2012
  • ANot rated in Apr 2012
  • MNot rated in May 2012
  • JNot rated in Jun 2012
  • JNot rated in Jul 2012
  • ANot rated in Aug 2012
  • SNot rated in Sep 2012
  • ONot rated in Oct 2012
  • NNot rated in Nov 2012
  • DNot rated in Dec 2012

2013

  • JNot rated in Jan 2013
  • FNot rated in Feb 2013
  • MNot rated in Mar 2013
  • ANot rated in Apr 2013
  • MNot rated in May 2013
  • JNot rated in Jun 2013
  • JNot rated in Jul 2013
  • ANot rated in Aug 2013
  • SRated Plus in Sep 2013
  • ORated AA in Oct 2013
  • NRated AAA in Nov 2013
  • DRated AAA in Dec 2013

2014

  • JRated AAA in Jan 2014
  • FRated AAA in Feb 2014
  • MRated AAA in Mar 2014
  • ARated AA in Apr 2014
  • MRated AA in May 2014
  • JRated AA in Jun 2014
  • JRated AA in Jul 2014
  • ARated AA in Aug 2014
  • SRated A in Sep 2014
  • ORated A in Oct 2014
  • NRated AA in Nov 2014
  • DRated A in Dec 2014

Performance

Alternative UCITS - Long/Short Equity
over : 30/11/2013 - 30/11/2014

Total Return

Month by Month Performance

Quarterly Performance

to 30/09/2014 Annual Q1 Q2 Q3 Q4
2014 0.4% 0.8% 1.1%
2013 16.5% 4.9% 2.9% 5.0% 2.8%
2012 4.2% 1.8% -2.5% 1.8% 3.1%
2011 -0.5% 1.9% 0.9% -3.5% 0.3%
2010 6.8% 3.5% -0.3% 1.6% 1.9%

Related News

Brown Shipley’s Botham: why it will be a struggle to beat 10% in 2014

Brown Shipley CIO Peter Botham is moving out of the US to capture a European recovery and counter muted returns in 2014.

Henderson re-opens Wallace and Newman absolute return funds

Henderson has re-opened its UK Absolute Return funds after their soft-closure in 2011, with the move coinciding with increased investor demand, managers Ben Wallace and Luke Newman said.

Henderson financials team exits & Peak relinquishes UK Alpha fund

Citywire can reveal Henderson's Stephen Peak will step back from running the UK Alpha fund as part of a restructure of the firm's equity desk, which has also led to the departure of its global financials team.

Swip’s quant switch may have 'profound' impact on UK equity funds

The firm's decision to move part of its £54 billion UK equities business to a quantitative strategy could have bug ramifications for UK equity funds, warn Henderson duo Ben Wallace and Luke Newman.  

Who is in and who is out in the latest Citywire Selection

After our fourth formal review, Citywire head of research Jonathan Miller talks through the latest ins and outs in Citywire Selection, the guide to our best investment ideas.

No surprises as 'softening' earnings take a toll on 3i

Shares in the private equity investment trust dropped 4%, nearing a 34-month low, after chief executive  Michael Queen warns its operating environment remains tough.

Citywire Selection removes Henderson and Newton funds

The Henderson UK Absolute Return fund, managed by Ben Wallace and Luke Newman, and the Newton American fund managed by Simon Laing, have been removed from the Citywire Selection fund list with immediate effect.

Citywire Selection: who's in and who's out

Following our recent review, we take a look at the performance of our Citywire Selection picks and changes that have taken place.

Henderson UK Absolute Return

Henderson sees Gartmore asset outflows slow

Continuing outflows from the Gartmore business it acquired were offset by strong performance from the group's absolute return fund range.

...more...

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in GBP)..
Portions of the information contained on this page was derived by Citywire Financial Publishers Ltd using content supplied by Lipper, A Reuters Company.