In at the top
Pzegeo has managed to keep his AAA rating, after achieving it for the first time in July. Over the past three years he has returned 21.2%, compared with his average peer, who returned 11% over the same period, and the benchmark, which was at 8.1%.
Pzegeo is a top dog in the Flexible Portfolio category, ranking second out of 183 funds. The fund has a 61.4% allocation to equities, a 31.6% allocation to bonds and the rest in cash.
The majority of his fund's assets are in the US. The bulk of its equity exposure is in financials and industrials, with allocations of 17.8% and 17.3% respectively
· Sector manager ratio: 0.87
· For three years he ranked 2/183
Scott Brayman has earned his first ever Citywire rating, standing strong as an AA-rated manager.
He has managed the Champlain Small Company fund for almost 13 years now, but has performed particularly strongly over the past three years, returning 45.8%. The average small cap core manager returned 26.1% over the same period.
Brayman has a fan in former Citywire cover star Bill Harding (issue 20). The Jackson National Asset Management CIO has followed Brayman's career since his days at Sentinel Asset Management.
Brayman oversaw a small cap strategy for the firm until 2004, when he left to found Champlain Investment Partners.
· Sector manager ratio: 0.64
· For three years he ranked 6/298
Holding at A
McDonnell landed his first rating in July, coming in hot with an A rating. He has managed to hold his standing through August too, and has done well in what is a tough sector to outperform.
He has returned 12.5% over the past three years, compared with the average manager in the Loan Participation category and its tough-to-beat benchmark, which returned 9.5% and 11.2% respectively.
The majority of the fund is allocated towards the US (72.5%). Its next largest allocation is the UK at 7.2%, followed by Germany at 4.9%. Although it has some European currency exposure, the fund is all hedged back to the US dollar.
· Sector manager ratio: 0.21
· For three years he ranked 14/84