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You are here: Manager factsheet

Andrew Brough
Schroder UT Managers
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Manager profile
Andy has managed the well-known Schroder UK Mid 250 Fund since its launch in November 1999. His investment career started in 1987 when he joined Schroders as a UK equity fund manager. Previously he worked at Price Waterhouse where he qualified as a chartered accountant. Andy is head of the Schroders London-based pan-European small and mid cap team.
Total return for Andrew Brough
Manager career performance
Rolling Alpha Quartile: Discrete three year periods
Rolling Alpha Quartile shows a manager's alpha score in quartile terms, plotting his or her risk adjusted performance against all other managers in the UT & OEICs universe. The best managers are those who are consistently ranked in the first or second quartile.
 
Quartile 1
Quartile 2
Quartile 3
Quartile 4
 
 
 
 
 
60-96m
 
 
 
 
 
 
 
 
 
72-108m
 
 
 
 
 
 
 
 
 
84-120m
 
 
 
 
 
 
 
 
 
96-132m
 
 
 
 
 
 
 
 
 
108-144m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Andrew Brough

Manager career performance
Discrete performance
  0-12m 12-24m 24-36m 36-48m 48-60m 60-72m 72-84m 84-96m 96-108m 108-120m
Andrew Brough 21.1 -1.9 -26.8 41.6 -6.1 3.1 -6.9 29.4 3.2 11.1
Peer Group Composite 21.3 -2.4 -24.3 46.7 -5.5 5.3 -3.9 23.3 6.4 11.0
Over / Under -0.2 0.5 -2.5 -5.1 -0.6 -2.2 -3.0 6.1 -3.2 0.1
Performance vs peer group composite: Andrew Brough
How a manager matches up against their peers gives you some idea of how talented they are. Very few managers perform equally well in rising and falling markets, so knowing which type of market a manager is capable of performing well within is also important.
 
Overall markets
Up
Outperformed peer group composite
3 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
7 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
2 years
out of a possible 6
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 4
Funds currently managed
Fund Sole/Co-managed Sector Periods
Schroder Institutional UK Smaller Companies Lead manager IA UK Smaller Companies since Mar 02 1992 to present
Schroder UK Smaller Companies Lead manager IA UK Smaller Companies since Mar 01 1994 to present
Schroder UK Mid 250 Lead manager IA UK All Companies since Oct 25 1999 to present
Funds managed previously
Fund Periods
Schroder ISF European Smaller Companies since Sep 20 2002 to May 31 2022
Schroder UK Mid Cap since Apr 30 2003 to Feb 07 2021
Omnis UK Equity since Feb 03 2014 to Jun 10 2018
Schroder ISF European Dynamic Growth since Aug 31 2005 to fund close
Halifax Smaller Companies since Dec 06 2019 to May 31 2021
Scottish Widows UK Smaller Companies since Dec 06 2019 to May 31 2021
Halifax Smaller Companies since Apr 01 2024 to fund close
Scottish Widows UK Smaller Companies since Apr 01 2024 to fund close
Halifax Smaller Companies since Dec 01 2023 to Dec 31 2023
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Data provided by FE fundinfo. Care has been taken to ensure that the information is correct, but FE fundinfo neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.

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