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You are here: Manager factsheet

Ian Lance
Redwheel Funds, Thesis Unit Trust Mgmt Ltd, Temple Bar Investment Trust PL, St. Jamess Place UT Group Ltd
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Manager profile
Ian has 30 years’ experience in fund management and began working with Nick at Schroders in 2007, before joining Redwheel in 2010. At Schroders, he was a senior portfolio manager, managing the Institutional Specialist Value Funds, the Schroder Income Fund and Income Maximiser Fund, with Nick. Previously, Ian was Head of European Equities and Director of Research at Citigroup Asset Management and Head of Global Research at Gartmore.
Total return for Ian Lance
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
 
 
 
 
 
60-96m
 
 
 
 
 
 
 
 
 
72-108m
 
 
 
 
 
 
 
 
 
84-120m
 
 
 
 
 
 
 
 
 
96-132m
 
 
 
 
 
 
 
 
 
108-144m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Ian Lance

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
Ian Lance 20.4 9.0 -1.8 47.7 -23.8 -0.3 6.8 2.5 11.7 1.1
Peer Group Composite 17.9 3.7 -8.9 36.9 -9.4 6.7 -1.6 11.8 14.5 5.7
Over / Under 2.5 5.3 7.1 10.8 -14.4 -7.0 8.4 -9.3 -2.8 -4.6
Performance vs peer group composite: Ian Lance
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
5 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
5 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
3 years
out of a possible 7
 
Falling markets
UpDown
Outperformed peer group composite
2 years
out of a possible 3
Funds currently managed
Fund Sole/Co-managed Sector Periods
Redwheel UK Value Co-managed FO Equity - International since Sep 30 2010 to present
Redwheel UK Climate Engagement Co-managed FO Equity - UK since Oct 13 2010 to present
TM Redwheel UK Equity Income Co-managed UT UK Equity Income since Oct 04 2018 to present
Temple Bar Investment Trust PLC Co-managed IT UK Equity Income since Nov 01 2020 to present
SJP UK Equity Income Co-managed UT UK Equity Income since Oct 24 2022 to present
Redwheel Global Intrinsic Value Co-managed FO Equity - International since Dec 15 2023 to present
Funds managed previously
Fund Periods
TM Stonehage Fleming UK Equity Income since Feb 29 2008 to fund close
Redwheel Global Enhanced Dividend since Apr 30 2014 to fund close
Schroder Income since May 01 2007 to May 17 2010
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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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