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You are here: Manager factsheet

Mike Hodgson

St. Jamess Place UT Group Ltd, Schroder UT Managers
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FE Trustnet verdict
Overall, performing worse than the peer group composite. Over a fairly lengthy track record, the manager has under-performed the peer group more often than not. stock picking has not really benefited results, which have not been particularly exposed to falling markets.
Manager profile
Mike Hodgson is Head of Risk Managed Investments & Structuring at Schroders and has over 25 years of experience in financial markets. At Royal Bank of Scotland (formerly of ABN AMRO) he was Global Head of Equity Derivatives Structuring and Head of Fund Derivatives Trading and Structuring.
Total return for Mike Hodgson
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
 
 
 
 
 
3-39m
 
 
 
 
 
 
 
 
 
15-51m
 
 
 
 
 
 
 
 
 
27-63m
 
 
 
 
 
 
 
 
 
39-75m
 
 
 
 
 
 
 
 
 
51-87m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Mike Hodgson

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
Mike Hodgson 3.4 5.4 9.7 15.8 -1.6 7.2 1.5 - - -
Peer Group Composite 5.0 7.6 10.4 19.8 -2.2 5.5 8.2 - - -
Over / Under -1.6 -2.2 -0.7 -4.0 0.6 1.7 -6.7 - - -
Performance vs peer group composite: Mike Hodgson
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
2 years
out of a possible 7
 
Overall markets
Up
Underperformed peer group composite
5 years
out of a possible 7
 
Rising markets
UpDown
Outperformed peer group composite
1 year
out of a possible 6
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 1
Funds currently managed
Fund Sole/Co-managed Sector Periods
SJP Multi Asset Co-managed UT Mixed Investment 20-60% Shares since Nov 10 2014 to present
Schroder Flexible Retirement Co-managed UT Flexible Investment since Jul 24 2015 to present
SJP Strategic Income Co-managed UT Mixed Investment 0-35% Shares since Nov 02 2015 to present
Schroder US Equity Income Maximiser Co-managed UT North America since Apr 25 2017 to present
Funds managed previously
Fund Periods
Schroder ISF Asian Dividend Maximiser since Sep 18 2013 to Mar 31 2018
Schroder ISF Global Dividend Maximiser since Nov 29 2013 to Mar 31 2018
Schroder Secure Distribution 2032 since Jul 02 2012 to fund close
Schroder ISF European Dividend Maximiser since Apr 30 2016 to Mar 31 2018
Schroder Monthly Income since Jul 26 2016 to May 30 2018
Schroder Asian Income Maximiser since Jul 26 2016 to Apr 30 2018
Schroder Income Maximiser since Jul 26 2016 to Apr 30 2018
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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