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You are here: Manager factsheet

Neil Robson
Threadneedle Investment Servic, Threadneedle Management Luxemb
pdfIcon Manager factsheet pdf    rss feed RSS Feed
Manager profile
Neil Robson is Head of Global Equities at Columbia Threadneedle Investments. He joined the company in 2011 as a portfolio manager within the Global Equities team and became head of the team in July 2017. He is the lead manager of the Threadneedle Global Select and Global Extended Alpha strategies and deputy manager of the Threadneedle Global Smaller Companies strategy. Before joining the company, Neil worked as a portfolio manager at companies including Martin Currie, Barings and Citibank. In addition, he was Head of Global Equity at Pioneer Investments from 2003 to 2009.Neil has an Economics degree from the University of Bristol.
Total return for Neil Robson
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 : Neil Robson

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
Neil Robson 27.3 6.8 -12.8 18.4 13.5 17.7 0.0 14.5 24.9 10.8
Peer Group Composite 17.0 1.3 -6.9 21.6 6.5 5.2 0.7 13.3 24.5 5.3
Over / Under 10.3 5.5 -5.9 -3.2 7.0 12.5 -0.7 1.2 0.4 5.5
Performance vs peer group composite: Neil Robson
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
7 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
3 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
7 years
out of a possible 9
 
Falling markets
UpDown
Outperformed peer group composite
0 years
out of a possible 1
Funds currently managed
Fund Sole/Co-managed Sector Periods
CT Global Extended Alpha Lead manager UT Global since Jan 17 2012 to present
CT (Lux) Global Extended Alpha Lead manager FO Hedge/Stru Prod - Equity since Jan 25 2019 to present
CT (Lux) Global Select Lead manager FO Equity - Ethical since Oct 01 2019 to present
CT Global Select Lead manager UT Global since Oct 01 2019 to present
Funds managed previously
Fund Periods
BAM American General since Oct 01 2001 to fund close
CT American Extended Alpha since Feb 17 2012 to Oct 31 2016
CT (Lux) Global Dynamic Real Return since Apr 01 2012 to Nov 30 2015
Threadneedle American Absolute Alpha since Feb 17 2012 to Sep 30 2015
Martin Currie Global since Jan 01 2010 to Aug 31 2011
FTF Franklin IF Martin Currie Global Alpha since Jan 01 2010 to Aug 31 2011
CT (Lux) Global Focus since Dec 08 2011 to Mar 31 2013
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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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