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You are here: Manager factsheet

Schroder Investment Management

Schroder Investment Management, SEB Asset Management SA, Quilter Investors Limited
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Trustnet verdict
Overall, performing worse than the peer group composite. Over a long track record, the manager has under-performed the peer group more often than not. There is not sufficient data to say whether good stock picking has had any real effect on results, which have not been particularly exposed to falling markets.
Manager profile
Schroder Investment Management - is a major name in global investment, Schroder manages over £110 billion on behalf of investors and co-manages Nationwide's UK Growth Fund.
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
Discrete calendar year performance : Schroder Investment Management

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
Schroder Investment Management -4.2 -1.4 2.8 12.2 17.3 8.0 8.3 12.0 0.2 -1.5
Peer Group Composite 3.6 2.7 5.2 16.2 22.9 3.6 4.7 11.8 -1.1 4.4
Over / Under -7.8 -4.1 -2.4 -4.0 -5.6 4.4 3.6 0.2 1.3 -5.9
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 9
Falling markets
Outperformed peer group composite
1 year
out of a possible 1
Funds currently managed
Fund Sole/Co-managed Sector Periods
Schroder Offshore Cash Lead manager FO Currency - Other since Aug 04 1997 to present
SEB 2 Asia Small Cap Ex Japan Co-managed FO Equity - Asia Pacific ex Japan since Apr 06 1999 to present
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 Institutional Pacific since May 24 1989 to Sep 30 2001
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
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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