Peter Rutter

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Manager factsheet

Peter Rutter
Pinnacle Investment Management
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Manager profile

Peter is a Senior Portfolio Manager co-managing Global Equity portfolios successfully for over 20 years. He has also been leading the Global Equity team for over a decade. Prior to LCIP Peter was Head of Equities at Royal London Asset Management, and other notable experience includes being; partner at Ironbridge Capital Management, Director at Waverton Investment Management, analyst at Deutsche Asset Management. Peter is a CFA charterholder, has CFA Institute Certificate in ESG Investing, Chartered Management Accountant ACMA, and a first class with distinction degree in Geography (MA) from the University of Cambridge.

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Annualised total return over 13.6 years

+12.8%

Cumulative performance (% growth)

	1 year	3 years	5 years	7 years	10 years
Peter Rutter	14.5	36.0	78.0	134.4	243.4
Peer Group Composite	13.8	25.1	26.6	57.6	117.5
Over / Under	0.7	10.9	51.4	76.8	125.9

Total return for Peter Rutter

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

81-117m

93-129m

105-141m

117-153m

129-165m

Discrete calendar year performance : Peter Rutter

Discrete performance

	0-12m	12-24m	24-36m	36-48m	48-60m	60-72m	72-84m	84-96m	96-108m	108-120m

Peter Rutter	14.5	-1.1	19.5	16.0	10.8	30.4	0.9	12.0	13.8	14.9
Peer Group Composite	13.8	0.0	9.4	5.2	-4.3	25.4	-0.7	8.5	9.4	16.2
Over / Under	0.7	-1.1	10.1	10.8	15.1	5.0	1.6	3.5	4.4	-1.3

Performance vs peer group composite: Peter Rutter

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

Outperformed peer group composite

8 years

out of a possible 10

Overall markets

Underperformed peer group composite

2 years

out of a possible 10

Rising markets

Outperformed peer group composite

6 years

out of a possible 7

Falling markets

Outperformed peer group composite

2 years

out of a possible 3

Funds currently managed

Fund	Sole/Co-managed	Sector	Periods

Pinnacle Life Cycle Global Equity - UCITS	Co-managed	IA Global	since Jan 23 2025 to present
Pinnacle Life Cycle Global Equity Select - UCITS	Co-managed	IA Global	since Jan 23 2025 to present
Life Cycle US Equity - UCITS	Co-managed	FO Equity - USA	since Sep 30 2025 to present

Funds managed previously

Fund	Periods

Waverton Global Core Equity	since Mar 07 2014 to fund close
Royal London Global Equity Diversified	since Oct 10 2017 to Apr 29 2024
Royal London Global Equity Select	since Oct 10 2017 to Apr 29 2024
Waverton Global Equity	since Apr 01 2012 to Jan 22 2017
Royal London Global Equity Diversified (IRL)	since Jul 20 2021 to Apr 29 2024
Royal London Global Equity Select (IRL)	since Nov 09 2021 to Apr 29 2024
Waverton Global Equity Select	since Apr 01 2012 to fund close