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You are here: Manager factsheet

Matt Burgess
Royal London Asset Mgmt (IRL), Royal London Unit Tst Mgrs Ltd, RLUM (CIS) Ltd
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Manager profile
Matt joined RLAM in May 2016 to drive the expansion of RLAM’s passive and quantitative capabilities and is responsible for the implementation and management of RLAM’s index tracking funds in addition to providing quantitative solutions to both the passive and broader active equity teams. Matt has worked in technical and quantitative roles across equities for since 2002. Prior to joining RLAM Matt was a Director in Citigroup’s Global Quantitative Research team, advising large institutional clients on the design and strategic implementation of systematic strategies. Before Citigroup he held a similar role as Vice President in the JP Morgan European Quantitative Strategy team and as a senior analyst at Thomson Reuters in their Capital Markets Intelligence team, leading a team producing bespoke client solutions.
Total return for Matt Burgess
Manager career performance
Discrete calendar year performance : Matt Burgess

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
Matt Burgess 26.5 6.9 - - - - - - - -
Peer Group Composite 21.3 2.1 - - - - - - - -
Over / Under 5.2 4.8 - - - - - - - -
Performance vs peer group composite: Matt Burgess
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 2
 
Overall markets
Up
Underperformed peer group composite
0 years
out of a possible 2
 
Rising markets
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Outperformed peer group composite
2 years
out of a possible 2
 
Falling markets
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Outperformed peer group composite
0 years
out of a possible 0
Funds currently managed
Fund Sole/Co-managed Sector Periods
Royal London Global Equity Enhanced Co-managed FO Equity - International since Nov 08 2022 to present
Royal London Global Equity Diversified Co-managed (deputy) UT Global since Apr 29 2024 to present
Royal London Global Equity Diversified (IRL) Co-managed (deputy) FO Equity - International since Apr 29 2024 to present
Royal London Global Equity Income Co-managed (deputy) UT Global Equity Income since Apr 29 2024 to present
Royal London US Equity Co-managed FO Equity - USA since Apr 29 2024 to present
Royal London US Growth Trust Co-managed UT North America since Apr 29 2024 to present
Funds managed previously
Fund Periods
No previously managed funds
News & Research: Related articles sector Sector fund Fund group Group manager Manager
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Group Mixed asset, equity income and Trump trades: The funds that investors have been eyeing in 2024’s second half By Gary Jackson  15-Nov-2024
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Group Aviva trio joins Royal London’s global equity team By Matteo Anelli  11-Nov-2024
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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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