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You are here: Manager factsheet

Ian Lance
Redwheel Funds, Thesis Unit Trust Mgmt Ltd, Temple Bar Investment Trust PL, St. Jamess Place UT Group Ltd
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Manager profile
Ian joined Redwheel in August 2010 to build the Redwheel Value & Income Team together with Nick Purves. He started working with Nick at Schroders in 2007 before joining Redwheel in August 2010. Whilst at Schroders he was a senior portfolio manager managing the Institutional Specialist Value Funds, the Schroder Income Fund and Income Maximiser Fund together with Nick. Previously Ian was the Head of European Equities and Director of Research at Citigroup Asset Management and Head of Global Research at Gartmore. Ian graduated from Loughborough University in 1988.
Total return for Ian Lance
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
 
 
 
 
 
53-89m
 
 
 
 
 
 
 
 
 
65-101m
 
 
 
 
 
 
 
 
 
77-113m
 
 
 
 
 
 
 
 
 
89-125m
 
 
 
 
 
 
 
 
 
101-137m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Ian Lance

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
Ian Lance 10.0 3.2 6.1 46.0 -22.7 9.0 -2.0 13.2 -2.2 5.1
Peer Group Composite 8.3 -0.5 8.0 39.3 -14.8 5.5 0.7 21.0 -2.4 9.1
Over / Under 1.7 3.7 -1.9 6.7 -7.9 3.5 -2.7 -7.8 0.2 -4.0
Performance vs peer group composite: Ian Lance
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
5 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
5 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
3 years
out of a possible 7
 
Falling markets
UpDown
Outperformed peer group composite
2 years
out of a possible 3
Funds currently managed
Fund Sole/Co-managed Sector Periods
Redwheel UK Value Co-managed IA UK Equity Income since Sep 30 2010 to present
Redwheel UK Climate Engagement Co-managed IA UK All Companies since Oct 13 2010 to present
TM Redwheel UK Equity Income Co-managed IA UK Equity Income since Oct 04 2018 to present
Temple Bar Investment Trust PLC Co-managed IT UK Equity Income since Nov 01 2020 to present
SJP UK Equity Income Co-managed IA Unclassified since Oct 24 2022 to present
Redwheel Global Intrinsic Value Co-managed IA Global since Dec 15 2023 to present
Funds managed previously
Fund Periods
TM Stonehage Fleming UK Equity Income since Feb 29 2008 to fund close
Redwheel Global Enhanced Dividend since Apr 30 2014 to fund close
Schroder Income since May 01 2007 to May 17 2010
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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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