Schroder Investment Management

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Fund Performance

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Manager factsheet

Schroder Investment Management
Quilter Investors Limited
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Annualised total return over 24.9 years

+5.8%

Cumulative performance (% growth)

	1 year	3 years	5 years	7 years	10 years
Schroder Investment Management	13.1	16.4	32.9	35.3	92.3
Peer Group Composite	15.8	13.6	39.4	48.5	111.2
Over / Under	-2.7	2.8	-6.5	-13.2	-18.9

Total return for Schroder Investment Management

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 : Schroder Investment Management

Discrete performance

	0-12m	12-24m	24-36m	36-48m	48-60m	60-72m	72-84m	84-96m	96-108m	108-120m

Schroder Investment Management	13.1	3.1	-1.2	19.1	-4.7	6.0	-3.9	7.6	24.3	7.4
Peer Group Composite	15.8	5.2	-6.7	18.7	3.4	7.7	-1.1	10.2	21.6	6.1
Over / Under	-2.7	-2.1	5.5	0.4	-8.1	-1.7	-2.8	-2.6	2.7	1.3

Performance vs peer group composite: Schroder Investment Management

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

Outperformed peer group composite

4 years

out of a possible 10

Overall markets

Underperformed peer group composite

6 years

out of a possible 10

Rising markets

Outperformed peer group composite

3 years

out of a possible 8

Falling markets

Outperformed peer group composite

1 year

out of a possible 2

Funds currently managed

Fund	Sole/Co-managed	Sector	Periods

Quilter Investors Europe (ex UK) Equity Income	Lead manager	UT Europe Excluding UK	since Apr 11 2017 to present

Funds managed previously

Fund	Periods

Schroder Offshore Cash	since Aug 04 1997 to fund close
SEB 2 Asia Small Cap Ex Japan	since Apr 22 1998 to fund close
Schroder Institutional Index Linked Bond	since Oct 29 1997 to Jul 26 2005
Schroder Prime UK Eqty	since Nov 01 1999 to Apr 30 2006
Brooks Macdonald Int Cautious Balanced Strategy	since Oct 23 2017 to Nov 30 2020
Brooks Macdonald Int Growth Strategy	since Oct 23 2017 to Nov 30 2020
Brooks Macdonald Int High Growth Strategy	since Oct 23 2017 to Nov 30 2020
Brooks Macdonald Int USD Growth Strategy	since Oct 23 2017 to Nov 30 2020