Steve Matthews

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Fund Performance

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Steve Matthews
LF Canada Life Asset Managemen
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Manager profile

Steve joined Canada Life Asset Management in 1996 and took on responsibility for the cash funds in 2002. Since 2010, Steve’s role has expanded to encompass managing on balance sheet assets and is lead manager for Canada Life Asset Management’s, WS Canlife Sterling Liquidity Fund and WS Canlife Sterling Short Term Bond Fund and co-manager of the WS Canlife Short Duration Bond Fund. Steve is a fellow of the Chartered Institute for Securities and Investments.

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Steve Matthews is a Trustnet FE fundinfo Alpha Manager who has maintained a consistently high alpha score over a proven track record in rising and falling markets.

Annualised total return over 9.3 years

+2%

Cumulative performance (% growth)

	1 year	3 years	5 years	7 years	10 years
Steve Matthews	5.2	17.2	14.8	17.9	-
Peer Group Composite	4.7	14.6	4.8	14.8	-
Over / Under	0.5	2.6	10.0	3.1	-

Total return for Steve Matthews

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

74-110m

86-122m

98-134m

110-146m

48-84m

Discrete calendar year performance : Steve Matthews

Discrete performance

	0-12m	12-24m	24-36m	36-48m	48-60m	60-72m	72-84m	84-96m	96-108m	108-120m

Steve Matthews	5.2	5.0	6.0	-2.1	0.0	1.0	1.7	0.2	2.0	-
Peer Group Composite	4.7	3.1	6.3	-7.6	-1.0	4.4	4.8	-0.9	4.1	-
Over / Under	0.5	1.9	-0.3	5.5	1.0	-3.4	-3.1	1.1	-2.1	-

Performance vs peer group composite: Steve Matthews

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

5 years

out of a possible 9

Overall markets

Underperformed peer group composite

4 years

out of a possible 9

Rising markets

Outperformed peer group composite

2 years

out of a possible 6

Falling markets

Outperformed peer group composite

3 years

out of a possible 3

Funds currently managed

Fund	Sole/Co-managed	Sector	Periods

WS Canlife Short Duration Corporate Bond	Co-managed	UT Sterling Corporate Bond	since Sep 30 2016 to present
WS Canlife Sterling Liquidity	Co-managed	UT Standard Money Market	since Jun 30 2017 to present
WS Canlife Sterling Short Term Bond	Co-managed	UT Unclassified	since Jun 30 2022 to present