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You are here: Manager factsheet

Claudia Quiroz

Thesis Unit Trust Mgmt Ltd
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Manager profile
Claudia has over 20 years of experience in Sustainable, Ethical and Responsible Investment and joined Quilter Cheviot in 2009. She is the Lead Fund Manager of our award-winning Climate Assets Balanced Fund. Claudia’s portfolio management experience extends to private clients, pensions, and charities with a focus on sustainable investment. She is a voting member of our International Equities Stock Selection Committee, a Chartered Member of the Chartered Institute for Securities & Investment, and the winner of the Wealth Manager of the Year at the City of London Wealth Management Awards in 2021.
Total return for Claudia Quiroz
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
Discrete calendar year performance : Claudia Quiroz

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
Claudia Quiroz 10.7 0.9 -0.6 18.1 5.7 1.5 3.1 25.5 2.2 10.7
Peer Group Composite 12.0 0.3 -0.8 19.8 3.2 1.6 6.1 23.8 -2.8 9.8
Over / Under -1.3 0.6 0.2 -1.7 2.5 -0.1 -3.0 1.7 5.0 0.9
Performance vs peer group composite: Claudia Quiroz
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 8
Falling markets
Outperformed peer group composite
2 years
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
Quilter Cheviot Climate Assets Balanced Lead manager UT Mixed Investment 40-85% Shares since Mar 01 2010 to present
Libero Balanced Lead manager UT Mixed Investment 40-85% Shares since Sep 01 2018 to present
Quilter Cheviot Climate Assets Growth Co-managed UT Global since Sep 21 2022 to present
Funds managed previously
Fund Periods
Quilter Investors Ethical Equity since Dec 01 2015 to Sep 19 2023
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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