I Agree

We have updated our Privacy and Cookie Policy. By clicking "I Agree" below, you acknowledge that you accept our Privacy and Cookie Policy and Terms of Use.

PLEASE TELL US A LITTLE ABOUT YOURSELF SO THAT WE CAN DISPLAY THE MOST
APPROPRIATE CONTENT TO YOU:

This site uses cookies. Some of the cookies are essential for parts of the site to operate and have already been set. You may delete and block all cookies from this site, but if you do, parts of the site may not work. To find out more about cookies used on Trustnet and how you can manage them, see our Privacy and Cookie Policy.

By clicking "I Agree" below, you acknowledge that you accept our Privacy Policy and Terms of Use.

For more information Click here

Login

Register

It's look like you're leaving us

What would you like us to do with the funds you've selected

Show me all my options Forget them Save them
Customise this table
You are here: Manager factsheet

Robin McDonald

Schroder UT Managers, Schroder Investmt Mgt(EUR)S.A.
pdfIcon Manager factsheet pdf    rss feed RSS Feed
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
Robin McDonald joined Cazenove in October 2007. He is Co-Manager of Cazenove's Multi-Manager range of funds. Prior to joining Cazenove, Robin worked as an Analyst at Gartmore Investment Management, where his responsibilities included asset allocation, fund selection and portfolio construction. Prior to joining Gartmore, Robin held a similar position at Insight Investment, following its acquisition of Rothschild Asset Management in 2003. Robin is a Director of Cazenove Capital and has 13 years investment experience and is a CFA charterholder.
Total return for Robin McDonald
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 : Robin McDonald

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
Robin McDonald 3.8 1.1 5.8 11.4 0.2 3.8 20.0 10.8 0.2 7.8
Peer Group Composite 4.1 4.7 9.1 15.0 0.4 5.3 12.5 11.4 -2.6 9.3
Over / Under -0.3 -3.6 -3.3 -3.6 -0.2 -1.5 7.5 -0.6 2.8 -1.5
Performance vs peer group composite: Robin McDonald
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 Diversity Co-managed UT Mixed Investment 20-60% Shares since Oct 24 2007 to present
Schroder MM Diversity Tactical Co-managed UT Flexible Investment since Oct 24 2007 to present
Schroder MM International Co-managed UT Global since Oct 24 2007 to present
Schroder MM UK Growth Co-managed UT UK All Companies since Oct 24 2007 to present
Schroder MM Diversity Income Co-managed UT Mixed Investment 20-60% Shares since Dec 15 2010 to present
Schroder MM Diversity Balanced Co-managed UT Mixed Investment 40-85% Shares since Apr 02 2012 to present
Schroder ISF Multi-Manager Diversity Co-managed FO Mixed Asset - Flexible since Jul 29 2015 to present
Schroder Dynamic Planner Portfolio 3 Co-managed UT Volatility Managed since Dec 12 2017 to present
Schroder Dynamic Planner Portfolio 4 Co-managed UT Volatility Managed since Dec 12 2017 to present
Schroder Dynamic Planner Portfolio 5 Co-managed UT Volatility Managed since Dec 12 2017 to present
Schroder Dynamic Planner Portfolio 6 Co-managed UT Volatility Managed since Dec 12 2017 to present
Schroder Dynamic Planner Portfolio 7 Co-managed UT Volatility Managed since Dec 12 2017 to present
Funds managed previously
Fund Periods
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 Global Diversity since Feb 28 2013 to fund close
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.

You are currently using an old browser which will not be supported by Trustnet after 31/07/2016. To ensure you benefit from all features on the site, please update your browser.   Close