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You are here: Manager factsheet

Caroline Shaw
Fidelity International (FIL In, Fidelity International (FIL In
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Manager profile
Caroline joined Courtiers in 2000. She holds a Masters degree in engineering and started her working career as a civil engineer before deciding to put her analytical and risk assessment skills to good use within the investment management sector. Caroline is a CFA charterholder, having passed all three levels at the first attempt. She also holds professional accreditations from the Personal Financial Society (she attained the Advanced Financial Planning Certificate including the specialist Investment Portfolio Management qualification) and the Investment Management Certificate from the CFA Society of the UK. Caroline is a Chartered Member of the Chartered Institute for Securities & Investment.
Total return for Caroline Shaw
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 : Caroline Shaw

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
Caroline Shaw 16.1 1.9 -11.6 29.0 -6.8 4.3 0.1 10.4 14.1 6.1
Peer Group Composite 15.7 2.1 -10.8 18.4 -3.9 7.4 -1.5 8.1 14.1 4.1
Over / Under 0.4 -0.2 -0.8 10.6 -2.9 -3.1 1.6 2.3 0.0 2.0
Performance vs peer group composite: Caroline Shaw
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
6 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
4 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
5 years
out of a possible 7
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 3
Funds currently managed
Fund Sole/Co-managed Sector Periods
Fidelity Sustainable Multi Asset Balanced Lead manager UT Mixed Investment 20-60% Shares since Jan 01 2022 to present
Fidelity Sustainable Multi Asset Conservative Lead manager UT Mixed Investment 0-35% Shares since Jan 01 2022 to present
Fidelity Sustainable Multi Asset Growth Lead manager UT Mixed Investment 40-85% Shares since Jan 01 2022 to present
Fidelity Global Thematic Opportunities Co-managed (deputy) FO Equity - International since Jan 01 2022 to present
Fidelity Grange Co-managed (deputy) UT Global since Jan 01 2022 to present
Fidelity Strategic Defensive Portfolio Howard Wright Co-managed UT Mixed Investment 0-35% Shares since Sep 29 2022 to present
Fidelity Strategic Growth Portfolio Howard Wright Co-managed UT Mixed Investment 40-85% Shares since Sep 29 2022 to present
Fidelity Multi Asset Open Adventurous Co-managed (deputy) UT Flexible Investment since Aug 31 2023 to present
Fidelity Multi Asset Open Defensive Co-managed (deputy) UT Mixed Investment 0-35% Shares since Aug 31 2023 to present
Fidelity Multi Asset Open Growth Co-managed (deputy) UT Mixed Investment 40-85% Shares since Aug 31 2023 to present
Fidelity Multi Asset Open Strategic Co-managed (deputy) UT Mixed Investment 20-60% Shares since Aug 31 2023 to present
Fidelity Open World Co-managed (deputy) UT Global since Aug 31 2023 to present
Funds managed previously
Fund Periods
Courtiers Total Return Growth since Mar 05 2007 to Jul 31 2021
Courtiers Total Return Balanced Risk since Mar 05 2007 to Jul 31 2021
Courtiers Total Return Cautious Risk since Mar 05 2007 to Jul 31 2021
Courtiers Global (ex UK) Equity Income since Nov 27 2015 to Jul 31 2021
Courtiers Investment Grade Bond since Nov 27 2015 to Jul 31 2021
Courtiers UK Equity Income since Nov 27 2015 to Jul 31 2021
Fidelity Institutional Global Sector since Jan 01 2022 to fund close
News & Research: Related articles sector Sector fund Fund group Group manager Manager
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Sector Brunner’s Bishop: Quality and growth are meaningless without value By Matteo Anelli  25-Oct-2024
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Sector Scottish Mortgage and other underperforming trusts to hold on to By Matteo Anelli  16-Oct-2024
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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