Scott Ingham

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Scott Ingham
Handelsbanken ACD Limited
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Manager profile

Scott joined Heartwood in 2008. He manages the Cautious investment strategy and is Co-Head of Fixed Income Research. 2006 - 2009: Portfolio Strategist, Rothschild Wealth Management. 2002 - 2006: Portfolio Strategist, Barclays Wealth. 2000 - 2002: Senior Equity Analyst, Robertson Stephens International. 1994 - 1996: Post-doctoral research assistant / Lecturer at Edinburgh University. 1992 - 1994: Post-doctoral research assistant at Cambridge University. 1991 - PhD in Inorganic Chemistry, Massey University, New Zealand. Scott also holds an MBA from Cass Business School and is a member of the Chartered Institute for Securities & Investment.

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Scott Ingham is a Trustnet FE fundinfo Alpha Manager who has maintained a consistently high alpha score over a proven track record in rising and falling markets.

Annualised total return over 16 years

+4.9%

Cumulative performance (% growth)

	1 year	3 years	5 years	7 years	10 years
Scott Ingham	11.7	-1.4	9.2	12.2	29.0
Peer Group Composite	7.1	0.4	5.8	6.2	30.7
Over / Under	4.6	-1.8	3.4	6.0	-1.7

Total return for Scott Ingham

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 : Scott Ingham

Discrete performance

	0-12m	12-24m	24-36m	36-48m	48-60m	60-72m	72-84m	84-96m	96-108m	108-120m

Scott Ingham	11.7	-1.1	-11.0	10.4	0.1	4.0	-1.2	4.3	7.7	2.7
Peer Group Composite	7.1	1.0	-7.2	2.3	3.3	2.7	-2.2	1.0	23.3	-0.9
Over / Under	4.6	-2.1	-3.8	8.1	-3.2	1.3	1.0	3.3	-15.6	3.6

Performance vs peer group composite: Scott Ingham

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

Outperformed peer group composite

6 years

out of a possible 10

Overall markets

Underperformed peer group composite

4 years

out of a possible 10

Rising markets

Outperformed peer group composite

4 years

out of a possible 7

Falling markets

Outperformed peer group composite

2 years

out of a possible 3

Funds currently managed

Fund	Sole/Co-managed	Sector	Periods

Handelsbanken Cautious Multi Asset	Lead manager	UT Unclassified	since Jul 01 2015 to present

Funds managed previously

Fund	Periods

Handelsbanken Balanced Multi Asset	since Mar 31 2010 to Jun 30 2015
Handelsbanken Growth Multi Asset	since Dec 01 2009 to Sep 30 2013
LF Heartwood Bal Growth	since Dec 01 2008 to fund close