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You are here: Manager factsheet

Andrew Brough

FE Alpha Manager
Schroder UT Managers, Schroder Investmt Mgt(EUR)S.A., Schroder Investment Management
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FE Trustnet verdict
Overall, performing better than the peer group composite. Over a long track record, the manager has outperformed the peer group more often than not. stock picking has made a contribution to results, which have not been particularly exposed to falling markets.
Manager profile
Andy Brough is the Head of the Pan European Small and Mid Cap team at Schroders, responsible for managing the Schroder UK Mid 250 Fund since its launch in 1999 and the Schroder UK Smaller Companies Fund. He became sole head of the team in 2016, having co-led since 2002. He also took lead management on the Schroder UK Mid Cap investment trust in 2016, having been a manager since May 2003. He joined Schroders in 1987 and is based in London. Andy was a Fund Manager at Schroders from 1987 to 2002, with responsibility for a range of UK mid and small cap retail and institutional portfolios. He began co-managing the Schroder Institutional UK Smaller Companies Fund and the Schroder UK Smaller Companies Fund in 1994. Qualifications: Chartered Accountant; BSc in Economics from Manchester University.
Total return for Andrew Brough
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
 
 
 
 
 
3-39m
 
 
 
 
 
 
 
 
 
15-51m
 
 
 
 
 
 
 
 
 
27-63m
 
 
 
 
 
 
 
 
 
39-75m
 
 
 
 
 
 
 
 
 
51-87m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Andrew Brough

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
Andrew Brough -9.0 4.0 23.8 6.8 8.2 7.6 40.6 22.0 -2.7 16.7
Peer Group Composite -4.3 7.4 19.1 10.6 6.8 6.5 28.0 15.3 -2.0 14.3
Over / Under -4.7 -3.4 4.7 -3.8 1.4 1.1 12.6 6.7 -0.7 2.4
Performance vs peer group composite: Andrew Brough
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
6 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
4 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
6 years
out of a possible 8
 
Falling markets
UpDown
Outperformed peer group composite
0 years
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
Schroder Institutional UK Smaller Companies Co-managed UT UK Smaller Companies since Mar 02 1992 to present
Schroder UK Smaller Companies Lead manager UT UK Smaller Companies since Mar 01 1994 to present
Schroder UK Mid 250 Lead manager UT UK All Companies since Oct 25 1999 to present
Schroder ISF European Smaller Companies Co-managed FO Equity - Small Cap Europe since Sep 20 2002 to present
Schroder UK Mid Cap Co-managed IT UK All Companies since Apr 30 2003 to present
Funds managed previously
Fund Periods
Omnis UK Equity since Feb 03 2014 to Jun 10 2018
Schroder ISF European Dynamic Growth since Aug 31 2005 to fund close
Data provided by FE. Care has been taken to ensure that the information is correct, but FE 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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