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You are here: Manager factsheet

Nick Montgomery
Schroder Real Estate Mgmt
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Manager profile
Nick Montgomery joined SPrIM in January 2012 from Invista Real Estate Investment Management Limited where he was Head of UK Commercial Funds and was responsible for managing the Company's portfolio. Previously Nick worked at Gatehouse Investment Management, managing the Westbury Property Fund and identifying and acquiring property assets with third party equity and debt. He started his investment management career in 1999 at LaSalle Investment Management managing institutional pension fund property portfolios. Nick holds a BSc (Hons) in Estate Surveying from Nottingham Trent University. He is a member of the Royal Institution of Chartered Surveyors and an FSA approved person.
Total return for Nick Montgomery
Manager career performance
Discrete calendar year performance : Nick Montgomery

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
Nick Montgomery 30.8 -4.9 2.7 75.3 -42.2 -1.7 1.9 10.1 -1.9 4.2
Peer Group Composite 17.1 -12.4 -5.5 39.6 -19.9 1.9 2.1 10.7 3.5 8.1
Over / Under 13.7 7.5 8.2 35.7 -22.3 -3.6 -0.2 -0.6 -5.4 -3.9
Performance vs peer group composite: Nick Montgomery
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 10
 
Overall markets
Up
Underperformed peer group composite
6 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
2 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
Schroder Real Estate Investment Trust Limited Co-managed IT Property - UK Commercial since Jul 16 2004 to present
Funds managed previously
Fund Periods
Scottish Widows Pooled Property ACS since Apr 29 2022 to Oct 30 2022
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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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