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You are here: Manager factsheet

Rob Lee
IFSL
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Manager profile
Robert has been managing the Signia Sovereign strategy since August 2015 for private clients and has also managed the IFSL Signia Sovereign OEIC Fund since its inception in December 2020. He has been managing the wealth of private clients since 2006 as a portfolio manager and fixed income specialist, and is currently jointly responsible for Arbion’s multi-asset investment team and global fixed income strategies, and also its retail funds business. Previously, he worked for Lehman Brothers on the European Capital Markets team, and then Coutts & Co where he was a member of the fixed income and foreign exchange selection committees, responsible for managing the multi-asset and global fixed income portfolios for advisory and discretionary clients and institutions. Robert is a Chartered Financial Analyst since 2011 and is a member of the Chartered Institute for Securities & Investment.
Total return for Rob Lee
Manager career performance
Discrete calendar year performance : Rob Lee

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
Rob Lee 3.3 9.3 -5.3 1.1 - - - - - -
Peer Group Composite 2.4 8.5 -4.8 2.1 - - - - - -
Over / Under 0.9 0.8 -0.5 -1.0 - - - - - -
Performance vs peer group composite: Rob Lee
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 4
 
Overall markets
Up
Underperformed peer group composite
2 years
out of a possible 4
 
Rising markets
UpDown
Outperformed peer group composite
2 years
out of a possible 3
 
Falling markets
UpDown
Outperformed peer group composite
0 years
out of a possible 1
Funds currently managed
Fund Sole/Co-managed Sector Periods
IFSL Arbion Balanced Opportunities Co-managed UT Mixed Investment 20-60% Shares since Oct 30 2020 to present
IFSL Arbion Sovereign Opportunities Co-managed UT Global Bonds since Oct 30 2020 to present
IFSL Arbion Global Opportunities Co-managed UT Global since May 21 2021 to present
Funds managed previously
Fund Periods
IFSL Signia Conservative since Oct 30 2020 to fund close
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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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