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You are here: Manager factsheet

State Street Global Advisors

Virgin Money Unit Tst Mgr Ltd, Family Investment Management, State Street Gbl Advisors LUX
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Manager profile
For nearly four decades, State Street Global Advisors has been committed to helping their clients, and those who rely on them, achieve financial security. They partner with many of the world’s largest, sophisticated investors and financial intermediaries to help them reach their goals through a rigorous, research-driven investment process spanning both indexing and active disciplines. With trillions in assets, their scale and global reach offer clients access to markets, geographies and asset classes, and allow them to deliver thoughtful insights and innovative solutions. State Street Global Advisors also attained ETF industry leadership with SPDR.SPDR created the world’s first ETF in 1993 and has been helping investors target opportunities with greater precision ever since, including first-to-market launches with gold, international real estate and fixed income and sector ETFs. Today, SPDR is the provider of some of the largest and most actively traded ETFs globally. State Street Global Advisors is the investment management arm of State Street Corporation.
Total return for State Street Global Advisors
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
 
 
 
 
 
53-89m
 
 
 
 
 
 
 
 
 
65-101m
 
 
 
 
 
 
 
 
 
77-113m
 
 
 
 
 
 
 
 
 
89-125m
 
 
 
 
 
 
 
 
 
101-137m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : State Street Global Advisors

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
State Street Global Advisors 8.6 -2.9 7.9 22.7 -13.5 4.5 0.6 18.0 -4.9 -1.1
Peer Group Composite 9.5 -3.4 3.5 31.3 -11.6 3.9 1.4 18.0 -4.5 5.0
Over / Under -0.9 0.5 4.4 -8.6 -1.9 0.6 -0.8 0.0 -0.4 -6.1
Performance vs peer group composite: State Street Global Advisors
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
3 years
out of a possible 7
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 3
Funds currently managed
Fund Sole/Co-managed Sector Periods
Virgin Money Bond and Gilt Lead manager UT Sterling Strategic Bond since Jun 27 2006 to present
Virgin UK Index Tracking Lead manager UT UK All Companies since Jun 27 2006 to present
Family Asset Lead manager UT UK All Companies since May 01 2012 to present
Family Balanced International Lead manager UT Mixed Investment 40-85% Shares since May 01 2012 to present
Family Charities Ethical Lead manager UT UK All Companies since May 01 2012 to present
Family Child Trust Lead manager UT Flexible Investment since May 01 2012 to present
State Street Pacific Ex-Japan Screened Index Equity Lead manager FO Equity - Asia Pacific ex Japan since Nov 20 2019 to present
State Street US Screened Index Equity Lead manager FO Equity - USA since Nov 20 2019 to present
Funds managed previously
Fund Periods
Coutts UK Sovereign Bond Index Programme since Mar 01 1979 to fund close
Coutts US Sovereign Bond Index Program since Jan 31 1995 to fund close
DB Platinum IV Sovereign Plus since Dec 03 2003 to fund close
Liontrust FTSE 100 Tracker since Aug 01 2004 to fund close
M&G Index Tracker since Feb 27 1998 to Dec 02 2010
DWS CROCI Branchen Stars since Oct 21 2005 to fund close
DB Platinum Commodity USD since Aug 20 2007 to May 03 2019
DB Platinum Agriculture Euro since Mar 07 2008 to Jan 19 2016
DB Platinum IV European Top Stars since Oct 05 2007 to Feb 27 2015
DB Platinum Commodity Harvest since Oct 29 2008 to May 07 2014
DB Platinum IV Sovereign Optima 2034 since Dec 21 2011 to Feb 28 2017
DB Platinum Precious Metals since May 26 2011 to Dec 18 2015
DWS Invest CROCI World SDG since Jul 18 2014 to Aug 29 2018
DB Platinum FX Concepts Global Currency since Jun 25 2009 to Jul 29 2013
DB Platinum IV Paulson Global since Dec 01 2010 to Dec 31 2014
DWS Invest CROCI Europe SDG since Feb 05 2015 to Aug 27 2018
DB Platinum Croci UK since Sep 19 2014 to Sep 01 2016
Marks & Spencer Worldwide Mgd since Sep 01 2007 to Apr 23 2009
DWS Invest CROCI Euro since Aug 28 2018 to Jun 02 2019
DWS Invest Croci US Dividends since Aug 28 2018 to Jun 02 2019
DWS Invest CROCI World Value since Aug 28 2018 to Jun 02 2019
DWS Invest CROCI Global Dividends since Aug 30 2018 to Jun 02 2019
DWS Invest CROCI US since Aug 30 2018 to Jun 02 2019
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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