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You are here: Manager factsheet

John Warren

FE Alpha Manager
Schroder Investmt Mgt(EUR)S.A., Schroder UT Managers, Link Fund Solutions Ltd
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FE Trustnet verdict
Overall, performing better than the peer group composite. Over a long track record, the manager has outperformed the peer group more often than not. Good stock picking has had a material positive impact on results, which have not been particularly exposed to falling markets.
Manager profile
John Warren launched Tellworth Investments in Q4 2017. He joined Cazenove Capital in 2010, moving to Schroders in 2013 after the acquisition of Cazenove. Prior to this, John worked at UBS, Investec and HSBC as a small and mid cap Salesperson and before this PricewaterhouseCoopers where he qualified as a Chartered Accountant. He has over 19 years of investment experience. John graduated from Loughborough University with a degree in Economics and Accountancy.
Total return for John Warren
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 : John Warren

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
John Warren -0.7 2.2 18.2 1.2 11.5 -2.1 25.9 12.3 18.1 -2.0
Peer Group Composite 2.0 0.2 8.7 7.4 4.8 3.9 13.2 6.2 1.3 5.0
Over / Under -2.7 2.0 9.5 -6.2 6.7 -6.0 12.7 6.1 16.8 -7.0
Performance vs peer group composite: John Warren
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
6 years
out of a possible 10
Falling markets
Outperformed peer group composite
0 years
out of a possible 0
Funds currently managed
Fund Sole/Co-managed Sector Periods
Schroder GAIA UK Dynamic Absolute Return Co-managed FO Absolute Return since May 16 2005 to present
Schroder UK Dynamic Absolute Return Co-managed UT Targeted Absolute Return since Sep 07 2009 to present
LF Tellworth UK Smaller Companies Co-managed UT UK Smaller Companies since Nov 29 2018 to present
Funds managed previously
Fund Periods
Schroder UK Dynamic Smaller Companies since Sep 06 2010 to Jul 31 2017
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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