The statistical measure of an investment manager’s overall performance in up-markets. The up-market capture ratio is used to evaluate how well an investment manager performed relative to an index during periods when that index has risen. The ratio is calculated by dividing the manager’s returns by the returns of the index during the up-market and multiplying that factor by 100.
Strategies
Learn more about our investment strategies and how they support long-term performance.
EXPLOREResponsible Investment
We consider financially material sustainability-related risks and opportunities and actively engage with the companies we invest in
READContact Us
Get in touch with our team to learn more about our approach and investment capabilities.
Contact