Parijat Agrawal
Tenure across funds
each stint as the factsheets dated it
The record, stint by stint
fund against category over exactly those months
| Fund | Role | From | To | Months | Fund | Category | Excess | P4 in tenure |
|---|---|---|---|---|---|---|---|---|
| Union Dynamic Term Fund UNION · Dynamic Term | fund manager | Jan 2012 | now | 175 | 6.4% p.a. | 7.9% p.a. | −1.44 pp | 0% of 107 |
| Union Balanced Advantage Fund UNION · Dynamic Asset Allocation or Balanced Advantage | fund manager | Dec 2017 | now | 104 | 10.0% p.a. | 10.3% p.a. | −0.27 pp | 40% of 67 |
| Union Corporate Bond Fund UNION · Corporate Bond | fund manager | May 2018 | now | 99 | 6.3% p.a. | 7.5% p.a. | −1.17 pp | 0% of 62 |
| Union Equity Savings Fund UNION · Equity Savings | fund manager | Jul 2018 | now | 97 | 7.8% p.a. | 8.2% p.a. | −0.43 pp | 7% of 60 |
| Union Medium Duration Fund UNION · Medium Duration | fund manager | Aug 2020 | now | 53 | 3.0% p.a. | 5.4% p.a. | −2.39 pp | under 3 yrs |
| Union Aggressive Hybrid Fund UNION · Aggressive Hybrid | fund manager | Nov 2020 | now | 69 | 12.9% p.a. | 13.6% p.a. | −0.78 pp | 0% of 32 |
| Union Liquid Fund UNION · Liquid | fund manager | Jun 2021 | now | 62 | 6.2% p.a. | 6.2% p.a. | +0.03 pp | 100% of 26 |
| Union Money Market Fund UNION · Money Market | fund manager | Aug 2021 | now | 60 | 6.4% p.a. | 6.6% p.a. | −0.18 pp | 0% of 24 |
| Union Gilt Fund UNION · Gilt | fund manager | Jul 2022 | now | 49 | 5.7% p.a. | 6.7% p.a. | −1.01 pp | 0% of 12 |
| Union Children's Fund UNION · Children's | fund manager | Nov 2023 | now | 33 | 11.1% p.a. | 8.8% p.a. | +2.20 pp | under 3 yrs |
* dated by first appearance in the archive we hold, not by a date the factsheet printed. Months are the stint's calendar months. Returns are the fund's primary growth class and the category's median monthly return, compounded over the same months; “P4 in tenure” counts only rolling three-year windows that lie wholly inside the stint. A dash means the NAV or the category median did not cover the months — a category with too few funds in this build has no median.
Why this might matter
A fund's five-year figure belongs to whoever ran it for those five years. Following the person across funds is the only way to see a record that survives a change of employer — and to notice when a fund's record predates the people now running it.
Why it might not
co-managed funds attribute the same months to every named manager, so a record here is the team's before it is anyone's. A factsheet names the manager of record, not who made each call, and fund houses have processes and research desks that outlast individuals. Nothing on this page ranks anyone.