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You are here: Manager factsheet

Johanna Kyrklund
Schroder UT Managers, Schroder Investmt Mgt(EUR)S.A., St. Jamess Place UT Group Ltd
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Manager profile
Johanna Kyrklund is Head of Multi Asset Investments at Schroders, Chair of the Global Asset Allocation Committee, and the lead portfolio manager of the Schroder Diversified Growth Strategy. From 2005 she worked at Insight Investment, managing an unconstrained global macro absolute return fund. From 1997 to 2005 she worked at Deutsche Asset Management where she was Head of Asset Allocation in the UK and fund manager of its tactical asset allocation fund. Johanna is a CFA Charterholder with a degree in Philosophy, Politics and Economics from the University of Oxford.
Total return for Johanna Kyrklund
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
 
 
 
 
 
53-89m
 
 
 
 
 
 
 
 
 
65-101m
 
 
 
 
 
 
 
 
 
77-113m
 
 
 
 
 
 
 
 
 
89-125m
 
 
 
 
 
 
 
 
 
101-137m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Johanna Kyrklund

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
Johanna Kyrklund 10.4 -3.4 4.6 20.1 -8.4 2.3 -0.8 20.2 -4.0 11.4
Peer Group Composite 9.4 -2.4 4.4 21.2 -5.9 3.7 0.6 17.2 -1.1 6.7
Over / Under 1.0 -1.0 0.2 -1.1 -2.5 -1.4 -1.4 3.0 -2.9 4.7
Performance vs peer group composite: Johanna Kyrklund
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
4 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
6 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
4 years
out of a possible 7
 
Falling markets
UpDown
Outperformed peer group composite
0 years
out of a possible 3
Funds currently managed
Fund Sole/Co-managed Sector Periods
Schroder Sustainable Future Multi-Asset Co-managed UT Mixed Investment 20-60% Shares since May 02 2008 to present
Schroder Diversified Growth Co-managed UT Specialist since Nov 28 2008 to present
Schroder Managed Balanced Co-managed UT Mixed Investment 40-85% Shares since Mar 01 2011 to present
Schroder ISF Global Diversified Growth Co-managed FO Mixed Asset - Flexible since Jul 02 2012 to present
Schroder Advanced Beta Global Equity Value Lead manager UT Global since Apr 05 2016 to present
Schroder ISF Multi Asset Total Return Co-managed FO Mixed Asset - Flexible since Dec 14 2016 to present
SJP Managed Growth Lead manager UT Mixed Investment 40-85% Shares since Feb 01 2018 to present
Schroder Managed Defensive Co-managed UT Volatility Managed since May 31 2018 to present
Schroder Cross Asset Momentum Co-managed FO Hedge/Stru Prod - Mixed since May 01 2020 to present
Funds managed previously
Fund Periods
Schroder Cross Asset Momentum since Feb 17 2010 to Jul 08 2018
Schroder ISF Global Multi-Asset Income since Apr 18 2012 to Aug 31 2018
Schroder Multi-Asset Total Return since Apr 28 2017 to fund close
Schroder Global Multi-Asset Adventurous Portfolio since Jan 10 2017 to May 26 2021
Schroder Global Multi-Asset Balanced Portfolio since Jan 10 2017 to May 26 2021
Schroder Global Multi-Asset Cautious Portfolio since Jan 10 2017 to May 26 2021
Schroder Global Multi-Asset Growth Portfolio since Jan 10 2017 to May 26 2021
Schroder Global Multi-Asset Moderately Cautious Portfolio since Jan 10 2017 to May 26 2021
Schroder Institutional Global Asset Allocation since Apr 22 2009 to fund close
WS Verbatim Portfolio 4 since Feb 11 2011 to Jun 29 2014
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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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