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You are here: Manager factsheet

Bob Jolly

Schroder UT Managers, Schroder Investmt Mgt(EUR)S.A.
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FE Trustnet verdict
Overall, performing worse than the peer group composite. Over a long track record, the manager has under-performed the peer group more often than not. Poor stock picking has had a material downward effect on results, which have tended to be relatively better in a rising market.
Manager profile
Bob Jolly is a veteran portfolio manager and head of global macro strategy at Schroders having joined the company in 2011. Previously he worked as head of currency, UK fixed income and global sovereign portfolio management at UBS Global Asset Management. Prior to UBS, Bob spent over two decades at Gartmore Investment Management becoming head of UK, global and structured fixed income portfolio construction.
Total return for Bob Jolly
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
 
 
 
 
 
1-37m
 
 
 
 
 
 
 
 
 
13-49m
 
 
 
 
 
 
 
 
 
25-61m
 
 
 
 
 
 
 
 
 
37-73m
 
 
 
 
 
 
 
 
 
49-85m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Bob Jolly

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
Bob Jolly 7.7 -1.6 3.5 13.9 1.3 -2.0 8.0 6.9 -6.2 -
Peer Group Composite 7.0 -0.1 4.0 11.6 -1.9 -1.7 8.5 0.1 2.9 -
Over / Under 0.7 -1.5 -0.5 2.3 3.2 -0.3 -0.5 6.8 -9.1 -
Performance vs peer group composite: Bob Jolly
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
4 years
out of a possible 9
 
Overall markets
Up
Underperformed peer group composite
5 years
out of a possible 9
 
Rising markets
UpDown
Outperformed peer group composite
3 years
out of a possible 6
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 3
Funds currently managed
Fund Sole/Co-managed Sector Periods
Schroder Absolute Return Bond Co-managed UT Targeted Absolute Return since Nov 30 2011 to present
Schroder ISF Global Bond Co-managed FO Fixed Int - Global since Nov 30 2011 to present
Schroder ISF Strategic Bond Co-managed FO Absolute Return since Nov 30 2011 to present
Schroder ISF Global Unconstrained Bond Co-managed FO Fixed Int - Global since Aug 26 2016 to present
Schroder All Mature Index Linked Bond Co-managed UT UK Index Linked Gilts since Apr 24 2018 to present
Schroder Gilt & Fixed Interest Co-managed UT UK Gilts since Apr 24 2018 to present
Schroder Sterling Broad Market Bond Co-managed UT Sterling Strategic Bond since Apr 24 2018 to present
Schroder ISF EURO Bond Co-managed FO Fixed Int - EUR Investment Grade since May 01 2018 to present
Schroder ISF EURO Short Term Bond Co-managed FO Fixed Int - EUR Short/ Medium Maturity since May 01 2018 to present
Schroder ISF Global Inflation Linked Bond Co-managed FO Fixed Int - Global since May 01 2018 to present
Funds managed previously
Fund Periods
Gartmore International Fixed Interest since May 31 1995 to Nov 30 2005
Schroder ISF EURO Bond since Nov 30 2011 to Mar 20 2016
Schroder Sterling Broad Market Bond since Nov 30 2011 to Mar 20 2016
Schroder Strategic Bond since Mar 27 2012 to Mar 20 2016
Schroder GAIA Global Macro Bond since Oct 01 2012 to fund close
UBS (Lux) SICAV 1 - Currency Alpha (USD) since May 12 2009 to Jun 27 2012
Schroder ISF Global Unconstrained Bond since Apr 17 2013 to Mar 20 2016
Omnis Global Bond since Mar 03 2014 to May 31 2016
Schroder International Bond since Sep 30 2014 to fund close
Janus Henderson Gartmore Global Bond since Mar 24 2005 to Nov 30 2005
Gartmore UK Fixed Interest since Aug 01 2004 to Jan 31 2005
Gartmore Index Linked Gilt since Aug 16 2004 to Feb 01 2005
Gartmore UK Long Dated Gilt since Aug 16 2004 to Feb 01 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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