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You are here: Manager factsheet

Daniel Pearson
Schroder UT Managers
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Manager profile
Daniel Pearson is a Portfolio Manager at Schroders, he joined the firm from Cazenove Capital in 2013 as a Credit Analyst and became a Portfolio Manager in 2018. Prior to Cazenove Capital Daniel worked at 3i Group plc from 2002 – 2013, his last position was in the European Buyout Team working across all aspects of new investment such as origination, appraisal, structuring and debt arrangement and also held a role as a portfolio manager in the restructuring/ SME team. Daniel started his investment career at Hambros plc in 1990. Qualifications include a BSc in Business Administration from Bath University. He is also ACCA accredited and holds the IMC.
Total return for Daniel Pearson
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
 
 
 
 
 
 
 
 
 
24-60m
 
 
 
 
 
 
 
 
 
36-72m
 
 
 
 
 
 
 
 
 
48-84m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Daniel Pearson

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
Daniel Pearson 14.2 8.9 -16.7 14.8 -1.4 1.4 - - - -
Peer Group Composite 13.1 5.2 -14.7 9.1 0.1 4.7 - - - -
Over / Under 1.1 3.7 -2.0 5.7 -1.5 -3.3 - - - -
Performance vs peer group composite: Daniel Pearson
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 6
 
Overall markets
Up
Underperformed peer group composite
3 years
out of a possible 6
 
Rising markets
UpDown
Outperformed peer group composite
3 years
out of a possible 5
 
Falling markets
UpDown
Outperformed peer group composite
0 years
out of a possible 1
Funds currently managed
Fund Sole/Co-managed Sector Periods
Schroder High Yield Opportunities Lead manager IA Sterling High Yield since Sep 17 2018 to present
Schroder Sterling Corporate Bond Co-managed IA Sterling Corporate Bond since Apr 01 2021 to present
Schroder Strategic Bond Co-managed IA Sterling Strategic Bond since Apr 01 2021 to present
Funds managed previously
Fund Periods
Schroder ISF Global Credit Value since Oct 10 2018 to fund close
Schroder ISF EURO High Yield since Oct 01 2018 to Nov 30 2019
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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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