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You are here: Manager factsheet

Philip Roantree
AXA IM UK
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Manager profile
Phil joined AXA IM in 2014 as a Senior Portfolio Manager within the Sterling Credit team, managing both Active and Buy and Maintain portfolios. He is Lead Portfolio Manager for both the AXA Sterling Corporate Bond Fund and Sterling Strategic Bond Fund as well as Deputy Portfolio Manager for the AXA Sterling Credit Short Duration Bond Fund. He has nearly 30 years of experience managing Sterling Investment Grade Credit, including six years at New Star Asset Management, six years at Aberdeen Asset Management, and eight years at Prolific Asset Management.
Total return for Philip Roantree
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 : Philip Roantree

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
Philip Roantree 11.0 2.0 -9.0 2.1 0.9 3.6 -0.7 2.3 3.0 0.4
Peer Group Composite 10.4 3.6 -16.6 2.2 4.5 8.0 -0.4 4.2 9.0 2.2
Over / Under 0.6 -1.6 7.6 -0.1 -3.6 -4.4 -0.3 -1.9 -6.0 -1.8
Performance vs peer group composite: Philip Roantree
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
2 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
8 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
1 year
out of a possible 8
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
AXA Sterling Credit Short Duration Bond Co-managed (deputy) UT Sterling Corporate Bond since Nov 12 2010 to present
AXA Sterling Corporate Bond Lead manager UT Sterling Corporate Bond since Jul 04 2017 to present
AXA Managed Income Lead manager UT Sterling Strategic Bond since Jan 31 2024 to present
Funds managed previously
Fund Periods
Janus Henderson Sterling Bond Unit Trust since Jan 01 1994 to Apr 09 2009
AXA Sterling Strategic Bond since Nov 30 2016 to fund close
AXA Managed Income since Apr 01 2019 to Jun 03 2021
Janus Henderson Money Market since Nov 01 2003 to Aug 31 2005
VT Downing Small & Mid-Cap Income since Jun 14 2010 to Mar 31 2012
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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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