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You are here: Manager factsheet

Caspar Rock
Schroder Investmt Mgt(EUR)S.A., Schroder UT Managers, Cazenove Invest Fund Mgmt Ltd, Schroder Investment Management
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Manager profile
Caspar Rock is Chief Investment Officer at Schroders, which involves responsibility for Cazenove's global investment strategy. He joined Schroders in 2016 and is based in London. Caspar was Chief Investment Officer at Architas from 2011 to 2016, which involved responsibility for all aspects of the investment activities, including investment philosophy, process and team. Qualifications: BA in Economics and Social Statistics from Exeter University.
Total return for Caspar Rock
Manager career performance
Discrete calendar year performance : Caspar Rock

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
Caspar Rock 4.7 -7.3 7.7 22.8 -5.9 7.9 - - -0.8 8.6
Peer Group Composite 7.0 -1.4 3.5 15.2 -4.3 1.2 - - -0.9 4.9
Over / Under -2.3 -5.9 4.2 7.6 -1.6 6.7 - - 0.1 3.7
Performance vs peer group composite: Caspar Rock
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 8
 
Overall markets
Up
Underperformed peer group composite
3 years
out of a possible 8
 
Rising markets
UpDown
Outperformed peer group composite
4 years
out of a possible 5
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 3
Funds currently managed
Fund Sole/Co-managed Sector Periods
Schroder SSSF Diversified Alternative Assets Lead manager FO Hedge/Stru Prod - Mixed since Nov 13 2017 to present
SUTL Cazenove GBP Balanced Lead manager UT Mixed Investment 20-60% Shares since Sep 28 2018 to present
SUTL Cazenove GBP Growth Lead manager UT Mixed Investment 40-85% Shares since Sep 28 2018 to present
Cazenove Thornton Lead manager UT Flexible Investment since Jul 15 2020 to present
Schroder SUTL Cazenove GBP Cautious Co-managed UT Mixed Investment 0-35% Shares since Jan 26 2021 to present
Schroder SUTL Cazenove GBP Equity Focus Co-managed UT Mixed Investment 40-85% Shares since Jan 26 2021 to present
Schroder SSSF Cazenove GBP Balanced Lead manager FO Mixed Asset - Flexible since Jul 01 2021 to present
Sustainable Diversified Alternative Assets Co-managed FO Hedge/Stru Prod - Mixed since Mar 09 2022 to present
Funds managed previously
Fund Periods
AXA ACT Framlington Clean Economy since Feb 14 1986 to Dec 01 2000
Liontrust MA Explorer 35 since Jul 01 2006 to Sep 27 2016
Framlington Intl Port Health since Aug 03 1998 to fund close
WS Verbatim Portfolio 5 Growth since Dec 04 2010 to Jun 30 2016
AXA Framlington Global Thematics since Jan 01 1997 to Jun 01 2001
Liontrust Diversified Real Assets since Aug 05 2014 to Aug 31 2016
Liontrust MA Diversified Global Income since Mar 03 2015 to Aug 31 2016
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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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