PLEASE TELL US A LITTLE ABOUT YOURSELF SO THAT WE CAN DISPLAY THE MOST
APPROPRIATE CONTENT TO YOU:

This site uses cookies. Some of the cookies are essential for parts of the site to operate and have already been set. You may delete and block all cookies from this site, but if you do, parts of the site may not work. To find out more about cookies used on Trustnet and how you can manage them, see our Privacy and Cookie Policy.

By clicking "I Agree" below, you acknowledge that you accept our Privacy Policy and Terms of Use.

For more information Click here

Login

Password Reminder
Not Registered? Click Here

Register

Register
It's look like you're leaving us

What would you like us to do with the funds you've selected

Show me all my options Forget them Save them
Customise this table
You are here: Manager factsheet

Daniel Pearson
Schroder UT Managers
pdfIcon Manager factsheet pdf    rss feed RSS Feed
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
News & Research: Related articles sector Sector fund Fund group Group manager Manager
Group The equity funds on track to beat the market for the sixth year in a row By Gary Jackson  21-Nov-2024
Group The immediate fund winners from Donald Trump’s election win By Gary Jackson  11-Nov-2024
Group The best and worst funds in October By Gary Jackson  01-Nov-2024
Group Against all odds: Global funds that were top-quartile in consecutive 3yr periods By Emma Wallis  24-Oct-2024
Group M&G Recovery: Should you buy, hold or fold? By Patrick Sanders  14-Oct-2024
Group The most-owned dividend stocks by UK income funds By Jonathan Jones  08-Oct-2024
Group The bond funds that went from laggards to leaders By Patrick Sanders  27-Sep-2024
Group The perfect pension portfolio for someone in their 60s By Emma Wallis  25-Sep-2024
Group Growth investing ‘picking pennies in front of a bulldozer’, says Schroder’s Adler By Matteo Anelli  24-Sep-2024
Group The funds topping their sectors throughout recession worries and optimism By Gary Jackson  23-Sep-2024
Group The long-term laggard multi-asset portfolios that have rebounded By Patrick Sanders  19-Sep-2024
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.

LATEST :

Five reasons to keep hold of your defensive funds

13:00 | Monday, January 20, 2014

Close

You are currently using an old browser which will not be supported by Trustnet after 31/07/2016. To ensure you benefit from all features on the site, please update your browser.   Close

© Trustnet Limited 2024. All Rights Reserved.
Please read our Terms of Use / Disclaimer and Privacy and Cookie Policy.
Data supplied in conjunction with Refinitiv and London Stock Exchange Plc