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.
Responsible Investment
We consider financially material sustainability-related risks and opportunities in our investment process and actively engage with the companies in which we invest, in line with our fiduciary duty.
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