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You are here: Manager factsheet

Marcus Brookes

Schroder UT Managers
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FE Trustnet verdict
Overall, performing about the same as the peer group composite. However, over a long track record, the manager has, period by period, consistently under-performed the peer group. stock picking has made a contribution to results, which have not been particularly exposed to falling markets.
Manager profile
Marcus Brookes, Head of Multi-Manager, joined Schroders in July 2013 following the acquisition of Cazenove Capital. Previous to the acquisition he was the Head of Multi Manager at Cazenove Capital, which he joined in January 2008. Prior to this Marcus was the Deputy Head of Multi Manager at Gartmore, a position he held from November 2004. Up to this time he spent 3.5 years from May 2001 as the Co-Manager of Multi Manager, at Rothschild Asset Management. Marcus began his career on 28 September 1994 when he joined Friends, Ivory and Sime, where he became the Multi Manager Fund Manager. Marcus qualified from University of Stirling with MSc. Investment Analysis.
Total return for Marcus Brookes
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
 
 
 
 
 
1-37m
 
 
 
 
 
 
 
 
 
13-49m
 
 
 
 
 
 
 
 
 
25-61m
 
 
 
 
 
 
 
 
 
37-73m
 
 
 
 
 
 
 
 
 
49-85m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Marcus Brookes

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
Marcus Brookes -0.3 1.9 7.8 5.3 5.1 2.0 24.5 1.9 9.8 14.3
Peer Group Composite 1.7 5.0 11.5 6.6 6.3 3.6 16.6 -0.9 11.6 15.5
Over / Under -2.0 -3.1 -3.7 -1.3 -1.2 -1.6 7.9 2.8 -1.8 -1.2
Performance vs peer group composite: Marcus Brookes
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 9
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 1
Funds currently managed
Fund Sole/Co-managed Sector Periods
Schroder MM UK Growth Co-managed UT UK All Companies since Oct 24 2007 to present
Funds managed previously
Fund Periods
Schroder MM International since Oct 24 2007 to May 01 2019
Schroder MM Diversity since Oct 24 2007 to Apr 30 2019
Schroder MM Diversity Tactical since Oct 24 2007 to Apr 30 2019
Schroder MM Diversity Income since Dec 15 2010 to Apr 30 2019
Schroder MM Diversity Balanced since Apr 02 2012 to Apr 30 2019
Schroder MM Managed Portfolio since Jan 23 2009 to fund close
Schroder Moorgate II since Aug 15 2013 to fund close
Schroder ISF Multi-Manager Diversity since Jul 29 2015 to Apr 30 2019
Gartmore MultiManager Active since Sep 30 2004 to Oct 31 2007
Schroder ISF Multi-Manager Global Diversity since Feb 28 2013 to fund close
Gartmore MultiManager UK High Alpha since Apr 01 2005 to Oct 31 2007
Gartmore MultiManager Balanced since Apr 01 2005 to Oct 31 2007
Gartmore MultiManager Cautious since Apr 01 2005 to Oct 31 2007
Schroder Dynamic Planner Portfolio 3 since Dec 12 2017 to May 01 2019
Schroder Dynamic Planner Portfolio 4 since Dec 12 2017 to May 01 2019
Schroder Dynamic Planner Portfolio 5 since Dec 12 2017 to May 01 2019
Schroder Dynamic Planner Portfolio 6 since Dec 12 2017 to May 01 2019
Schroder Dynamic Planner Portfolio 7 since Dec 12 2017 to May 01 2019
Data provided by FE. Care has been taken to ensure that the information is correct, but FE 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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