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You are here: Manager factsheet

Alix Stewart

Schroder UT Managers, Schroder Investmt Mgt(EUR)S.A.
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FE Trustnet verdict
Overall, performing better than the peer group composite. Over a long track record, the manager has, period by period, consistently managed to outperform the peer group. stock picking has made a contribution to results, which have not been particularly exposed to falling markets.
Manager profile
Alix Stewart joined Schroders in 2012 as a Credit Portfolio Manager. Prior to joining Schroders Alix worked for UBS Global Asset Management as Head of UK Fixed Interest and before that as fund manager of Global Corporate Bonds. She graduated from University of Leeds with a BSc (Hons) in Economic and Mathematics. Alix has 20 years’ investment experience.
Total return for Alix Stewart
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 : Alix Stewart

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
Alix Stewart 9.8 0.7 3.0 13.7 5.9 6.2 4.4 8.0 6.2 16.2
Peer Group Composite 8.9 1.0 3.0 9.3 5.1 4.4 4.3 8.4 5.9 15.0
Over / Under 0.9 -0.3 0.0 4.4 0.8 1.8 0.1 -0.4 0.3 1.2
Performance vs peer group composite: Alix Stewart
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
8 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
2 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
8 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
Schroder All Maturities Corporate Bond Co-managed UT Sterling Corporate Bond since Aug 01 2012 to present
Schroder Long Dated Corporate Bond Co-managed UT Sterling Corporate Bond since Aug 01 2012 to present
Schroder ISF Global Corporate Bond Co-managed FO Fixed Int - Global since Feb 28 2018 to present
Schroder ISF Global Credit Duration Hedged Co-managed FO Fixed Int - Global since Feb 28 2018 to present
Funds managed previously
Fund Periods
Schroder Sterling Corporate Bond since Jun 06 2008 to Jun 29 2018
UBS Active Bond since Apr 01 2009 to May 14 2012
UBS Broad Bond Market UK Plus since Apr 01 2009 to May 14 2012
UBS Corporate Bond UK Plus since Apr 01 2009 to May 14 2012
UBS Long Dated Corporate Bond UK Plus since Apr 01 2009 to May 14 2012
Schroder Corporate Bond since Aug 01 2012 to fund close
Gartmore High Yield Corporate Bond since Jan 01 2004 to Sep 30 2005
Gartmore Fixed Interest since Jan 01 2004 to Sep 30 2005
Aberdeen Corporate Bond since Jan 01 2006 to Sep 30 2007
Aberdeen European Corporate Bond since Jan 01 2006 to Sep 30 2007
Aberdeen Sterling Bond since Jan 06 2006 to Sep 01 2007
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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