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You are here: Manager factsheet

Alexander Smitten

Schroder UT Managers
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FE Trustnet verdict
Overall, performing better than the peer group composite. However, over a long track record, the manager has, period by period, over- and under-performed roughly equally. Good stock picking has had a material positive impact on results, which have not been particularly exposed to falling markets.
Manager profile
Alex Smitten is the Head of Fixed Income, joined Cazenove Capital in 2000. As head of the Cazenove Capital Fixed Income team at Schroders, his responsibilities include management of the Income Trust for Charities and the UK Corporate Bond Fund. Alex was at TSB/Hill Samuel for nine years, responsible for proprietary bond activity on behalf of the Group before moving to Intercapital where he set up the agency bond broking desk. He studied at City University with a degree in Banking and International Finance. He is a member of the Investment Policy Committee.
Total return for Alexander Smitten
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
 
 
 
 
 
1-37m
 
 
 
 
 
 
 
 
 
13-49m
 
 
 
 
 
 
 
 
 
25-61m
 
 
 
 
 
 
 
 
 
37-73m
 
 
 
 
 
 
 
 
 
49-85m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Alexander Smitten

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
Alexander Smitten 7.0 1.7 0.6 12.0 7.8 3.8 2.1 10.0 5.9 10.4
Peer Group Composite 5.9 0.0 3.8 5.6 3.3 5.4 5.5 7.6 6.0 15.1
Over / Under 1.1 1.7 -3.2 6.4 4.5 -1.6 -3.4 2.4 -0.1 -4.7
Performance vs peer group composite: Alexander Smitten
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
5 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
5 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
5 years
out of a possible 10
 
Falling markets
UpDown
Outperformed peer group composite
0 years
out of a possible 0
Funds currently managed
Fund Sole/Co-managed Sector Periods
SUTL Cazenove Charity Bond Lead manager UT Sterling Strategic Bond since Dec 01 2000 to present
Funds managed previously
Fund Periods
Cazenove Sterling Bond since Jan 01 2000 to fund close
Schroder Sterling Corporate Bond since Jun 06 2008 to Dec 31 2013
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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