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You are here: Manager factsheet

Matthew Rees
Omnis Investments Ltd, Threadneedle Investment Servic
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Manager profile
Matthew Rees joined the company in 2008 and is currently a portfolio manager within the Global Asset Allocation team with responsibility for our range of Managed Funds.Prior to this, Matthew worked in our Fixed Income team as portfolio manager for a range of Government Bond portfolios, with a particular focus on UK gilt funds. He was previously a quantitative analyst in the Fixed Income Risk team. Matthew gained a First Class Master of Mathematics degree from Corpus Christi College, University of Oxford in 2007 and also holds the Chartered Financial Analyst designation.
Total return for Matthew Rees
Manager career performance
Discrete calendar year performance : Matthew Rees

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
Matthew Rees 16.0 2.8 -15.3 17.4 1.4 - - - - -
Peer Group Composite 14.9 1.9 -10.5 15.9 0.0 - - - - -
Over / Under 1.1 0.9 -4.8 1.5 1.4 - - - - -
Performance vs peer group composite: Matthew Rees
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
4 years
out of a possible 5
 
Overall markets
Up
Underperformed peer group composite
1 year
out of a possible 5
 
Rising markets
UpDown
Outperformed peer group composite
3 years
out of a possible 3
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
Omnis Managed Adventurous Co-managed IA Unclassified since Sep 01 2019 to present
Omnis Managed Balanced Co-managed IA Unclassified since Sep 01 2019 to present
Omnis Managed Cautious Co-managed IA Unclassified since Sep 01 2019 to present
CT Managed Equity Income Lead manager IA Unclassified since Jul 01 2024 to present
Funds managed previously
Fund Periods
CT UK Index Linked since Sep 30 2014 to Jul 30 2015
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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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