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You are here: Manager factsheet

Quantitative Equity Products Investment Team

Schroder UT Managers
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FE Trustnet verdict
Overall, performing about the same as the peer group composite. Nevertheless, over a long track record, the manager has outperformed the peer group more often than not. There is not sufficient data to say whether good stock picking has had any real effect on results, which have not been particularly exposed to falling markets.
Manager profile
Established in 1996 by Justin Abercrombie. Schroders’ QEP Investment Team has been managing money for clients since 2000 and has a proven performance track record across its innovative range of global equity strategies. With 25 experienced members of staff located in London and Sydney. As at March 2013, the team manages in excess of USD 34 billion for institutional clients, including pension funds, sovereign wealth funds and insurance companies, all over the world.
Total return for Quantitative Equity Products Investment Team
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 : Quantitative Equity Products Investment Team

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
Quantitative Equity Products Investment Team 4.2 10.6 13.4 32.8 -4.7 10.6 18.6 15.2 -2.9 11.4
Peer Group Composite 6.6 10.1 15.3 29.3 -3.6 7.8 18.5 11.6 -6.0 6.1
Over / Under -2.4 0.5 -1.9 3.5 -1.1 2.8 0.1 3.6 3.1 5.3
Performance vs peer group composite: Quantitative Equity Products Investment Team
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
6 years
out of a possible 8
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
Schroder QEP Global Core Lead manager UT Global since Jan 31 2000 to present
Schroder QEP US Core Lead manager UT North America since Sep 30 2002 to present
Schroder QEP Global Active Value Lead manager UT Global since Dec 21 2005 to present
Schroder QEP Global Emerging Markets Lead manager UT Global Emerging Markets since Aug 13 2014 to present
Funds managed previously
Fund Periods
Schroder ISF QEP Global Core since Jun 03 1993 to Jan 30 2015
Schroder ISF Global Equity Sigma since Jun 03 1993 to fund close
Schroder ISF QEP Global Active Value since Oct 29 2004 to Jan 30 2015
Schroder ISF QEP US Core since Aug 30 2002 to fund close
Schroder ISF QEP Global Quality since Oct 17 2007 to Jan 30 2015
Schroder ISF North American Equity Sigma since Aug 30 2002 to fund close
Schroder ISF Global Equity since Aug 01 2004 to Jun 02 2005
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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