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You are here: Manager factsheet

Colin McLean
SVM Asset Management, Scottish Friendly Assurance
pdfIcon Manager factsheet pdf    rss feed RSS Feed
Manager profile
Colin is the Managing Director and Chief Investment Officer at SVM. He founded SVM in 1990 following successful careers at FS Assurance, Scottish Provident and Templeton. He has helped shape global investment management and is a leading commentator and influencer on professionalism in the industry. Colin is past Chair of CFA UK and was Vice Chair of CFA Institute. He is a regular contributor to financial publications and guest on Bloomberg TV & Radio, CNBC and the BBC. He is a frequent conference speaker on investment, hedge funds and behavioural finance.
Total return for Colin McLean
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 : Colin McLean

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
Colin McLean 12.9 4.1 -22.9 33.3 -0.3 0.1 -1.8 21.8 1.7 18.4
Peer Group Composite 18.5 3.7 -14.3 35.3 -9.7 6.5 -2.3 15.3 9.4 7.6
Over / Under -5.6 0.4 -8.6 -2.0 9.4 -6.4 0.5 6.5 -7.7 10.8
Performance vs peer group composite: Colin McLean
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
5 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
5 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
2 years
out of a possible 3
Funds currently managed
Fund Sole/Co-managed Sector Periods
SVM UK Emerging Co-managed (deputy) IT UK Smaller Companies since Oct 18 2000 to present
Scottish Friendly Managed Growth Lead manager UT Mixed Investment 40-85% Shares since Jun 30 2004 to present
Scottish Friendly UK Growth Lead manager UT UK All Companies since Jun 30 2004 to present
Funds managed previously
Fund Periods
Henderson Alternative Strategies Trust PLC since Jul 01 1991 to Mar 31 2013
SVM UK Active plc since Apr 27 1994 to fund close
SVM UK Growth since Feb 29 2008 to Apr 30 2023
SVM Global Opportunities since May 15 2006 to fund close
Premier Enterprise since Apr 06 1999 to Jun 30 2007
SVM Cautious Managed since May 15 2008 to fund close
SVM World Equity since Feb 01 2006 to Apr 08 2010
SVM UK Absolute Alpha since Mar 11 2009 to fund close
SVM Balanced Managed since May 15 2008 to fund close
SVM Cautious Managed since Dec 06 2005 to fund close
SVM World Equity since Apr 09 2010 to Nov 30 2010
SVM Continental Europe since Sep 21 2005 to Mar 31 2006
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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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