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You are here: Manager factsheet

Robin McDonald
Schroder UT Managers
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Manager profile
Robin McDonald joined Cazenove in October 2007. He is Co-Manager of Cazenove's Multi-Manager range of funds. Prior to joining Cazenove, Robin worked as an Analyst at Gartmore Investment Management, where his responsibilities included asset allocation, fund selection and portfolio construction. Prior to joining Gartmore, Robin held a similar position at Insight Investment, following its acquisition of Rothschild Asset Management in 2003. Robin is a Director of Cazenove Capital and has 13 years investment experience and is a CFA charterholder.
Total return for Robin McDonald
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
 
 
 
 
 
 
 
 
 
84-120m
 
 
 
 
 
 
 
 
 
96-132m
 
 
 
 
 
 
 
 
 
108-144m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Robin McDonald

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
Robin McDonald 10.5 6.2 0.2 27.9 -9.7 5.0 -1.6 3.8 12.2 3.3
Peer Group Composite 13.6 1.5 -10.1 22.3 -2.3 7.2 -1.7 9.0 13.2 4.1
Over / Under -3.1 4.7 10.3 5.6 -7.4 -2.2 0.1 -5.2 -1.0 -0.8
Performance vs peer group composite: Robin McDonald
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 MM Diversity Co-managed IA Mixed Investment 20-60% Shares since Oct 24 2007 to present
Funds managed previously
Fund Periods
Schroder MM International since Oct 24 2007 to fund close
Schroder MM Diversity Tactical since Oct 24 2007 to fund close
Schroder UK Multi-Cap Income since Oct 24 2007 to Sep 05 2021
Schroder Income Portfolio since Dec 15 2010 to Nov 11 2021
Schroder MM Diversity Balanced since Apr 02 2012 to fund close
Schroder MM Managed Portfolio since Jan 23 2009 to fund close
Schroder Moorgate II since Aug 15 2013 to fund close
Schroder ISF Multi-Manager Diversity since Jul 29 2015 to fund close
Schroder ISF Multi-Manager Global Diversity since Feb 28 2013 to fund close
Schroder Dynamic Planner Portfolio 3 since Dec 12 2017 to fund close
Schroder Dynamic Planner Portfolio 4 since Dec 12 2017 to fund close
Schroder Dynamic Planner Portfolio 5 since Dec 12 2017 to fund close
Schroder Dynamic Planner Portfolio 6 since Dec 12 2017 to fund close
Schroder Dynamic Planner Portfolio 7 since Dec 12 2017 to fund close
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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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