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You are here: Manager factsheet

Johanna Kyrklund

Schroder Investmt Mgt(EUR)S.A., Schroder UT Managers, St. Jamess Place UT Group Ltd
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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
Schroders is a leading investment management company with total assets under management worldwide exceeding £447 billion. It has over 4,600 staff worldwide operating from 29 different countries across Europe, the Americas, Asia and the Middle East.
Total return for Johanna Kyrklund
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 : 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 2.6 2.0 7.8 14.4 -2.0 5.1 8.1 5.4 -2.6 6.5
Peer Group Composite 4.0 4.0 7.1 14.3 0.4 3.9 8.9 6.1 -2.7 7.2
Over / Under -1.4 -2.0 0.7 0.1 -2.4 1.2 -0.8 -0.7 0.1 -0.7
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
3 years
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 ISF Global Diversified Growth Co-managed FO Mixed Asset - Flexible since May 19 2006 to present
Schroder Diversified Growth Co-managed UT Specialist since Mar 12 2007 to present
Schroder Dynamic Multi Asset Co-managed UT Flexible Investment since May 02 2008 to present
Schroder Managed Balanced Lead manager UT Mixed Investment 40-85% Shares since Feb 11 2011 to present
Schroder ISF Multi Asset Total Return Co-managed FO Mixed Asset - Flexible since Dec 14 2016 to present
Schroder Fusion Portfolio 3 F Co-managed UT Volatility Managed since Jan 10 2017 to present
Schroder Fusion Portfolio 4 F Co-managed UT Volatility Managed since Jan 10 2017 to present
Schroder Fusion Portfolio 5 F Co-managed UT Volatility Managed since Jan 10 2017 to present
Schroder Fusion Portfolio 6 F Co-managed UT Volatility Managed since Jan 10 2017 to present
Schroder Fusion Portfolio 7 F Co-managed UT Volatility Managed since Jan 10 2017 to present
Schroder Multi-Asset Total Return Co-managed UT Targeted Absolute Return since Apr 28 2017 to present
SJP Managed Growth Lead manager UT Mixed Investment 40-85% Shares since Feb 01 2018 to present
Schroder Fusion Managed Defensive Co-managed UT Volatility Managed since May 31 2018 to present
Funds managed previously
Fund Periods
Schroder ISF Alternative Risk Premia since Feb 17 2010 to Jul 08 2018
Schroder Institutional Global Asset Allocation since Apr 22 2009 to fund close
HC Verbatim Portfolio 4 since Feb 11 2011 to Jun 29 2014
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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