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You are here: Manager factsheet

Alex Breese

Schroder Investmt Mgt(EUR)S.A., 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 under-performed the peer group more often than not. stock picking has made a contribution to results, which have not been particularly exposed to falling markets.
Manager profile
Alex Breese Joined Schroders in July 2013 to take over management of the Schroder UK Equity Fund, Schroder ISF UK Equity and L&G UK Select Equity Fund. Joined Neptune in May 2005 as an Investment Analyst and became Fund Manager of the Neptune UK Special Situations Fund at the end of 2006, and Assistant Fund Manager on the Neptune Income Fund and the Neptune Quarterly Income Fund. Head of UK Equities at Neptune and an Investment Director. Prior to joining Neptune, Alex gained nearly three years’ experience as an engineering consultant.
Total return for Alex Breese
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
 
 
 
 
 
3-39m
 
 
 
 
 
 
 
 
 
15-51m
 
 
 
 
 
 
 
 
 
27-63m
 
 
 
 
 
 
 
 
 
39-75m
 
 
 
 
 
 
 
 
 
51-87m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Alex Breese

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
Alex Breese -3.7 2.1 10.7 13.9 -1.0 7.3 16.0 21.6 -4.3 8.6
Peer Group Composite -0.3 5.1 12.8 11.7 1.1 5.6 18.5 17.0 -4.3 11.4
Over / Under -3.4 -3.0 -2.1 2.2 -2.1 1.7 -2.5 4.6 0.0 -2.8
Performance vs peer group composite: Alex Breese
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
3 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
7 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
3 years
out of a possible 8
 
Falling markets
UpDown
Outperformed peer group composite
0 years
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
Schroder ISF UK Equity Lead manager FO Equity - UK since Jul 16 2013 to present
Schroder UK Equity Lead manager UT UK All Companies since Jul 16 2013 to present
Funds managed previously
Fund Periods
Liontrust Income since Sep 01 2006 to Feb 28 2013
Liontrust UK Opportunities since Dec 29 2006 to Apr 16 2013
L&G UK Select Equity since Jul 01 2013 to Jun 07 2018
Neptune UK Alpha since Jun 01 2012 to fund close
Schroder UK Alpha Plus since Jul 16 2013 to Oct 15 2013
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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