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You are here: Manager factsheet

Michael Matthews

FE fundinfo Alpha Manager
Invesco Management S.A., Invesco Fund Managers Ltd, St. Jamess Place UT Group Ltd
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Manager profile
Michael is co-head of the Henley-based Fixed Interest team. In this role, as well as management responsibilities for the team, he also manages a number of corporate bond portfolios. Michael began his investment career in 1994 and joined the team on its foundation in 1995. He initially specialized in the team’s money and foreign exchange market activities before focusing on government and investment grade credit markets. He has been a fund manager since 2006. Michael has passed the associate examinations of the Association for Investment Management and Research (AIMR).
Total return for Michael Matthews
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 : Michael Matthews

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
Michael Matthews 6.4 -2.2 -4.7 5.8 3.6 2.4 2.3 6.2 1.8 4.8
Peer Group Composite 4.7 -5.5 -6.2 2.2 6.0 3.1 0.7 8.5 1.4 8.0
Over / Under 1.7 3.3 1.5 3.6 -2.4 -0.7 1.6 -2.3 0.4 -3.2
Performance vs peer group composite: Michael Matthews
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
6 years
out of a possible 10
Overall markets
Underperformed peer group composite
4 years
out of a possible 10
Rising markets
Outperformed peer group composite
4 years
out of a possible 8
Falling markets
Outperformed peer group composite
2 years
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
Invesco Sterling Bond Lead manager FO Fixed Int - GBP Investment Grade since Apr 01 2006 to present
Invesco Corporate Bond (UK) Lead manager UT Sterling Corporate Bond since Mar 01 2013 to present
Invesco Environmental Climate Opportunities Bond Lead manager FO Fixed Int - Global since Oct 14 2021 to present
SJP Corporate Bond Co-managed UT Sterling High Yield since Jan 01 2022 to present
Invesco Environmental Climate Opportunities Bond (UK) Lead manager UT Sterling Strategic Bond since Feb 07 2022 to present
Funds managed previously
Fund Periods
Invesco Sterling Bond since Apr 01 2006 to fund close
Invesco Environmental Climate Opportunities Bond since Apr 01 2005 to Feb 28 2010
Invesco Global Bond (UK) since Mar 01 2010 to Mar 27 2013
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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