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You are here: Manager factsheet

Tara Fitzpatrick
Schroder UT Managers, Omnis Investments Ltd
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Manager profile
Tara joined Schroders in 2014 and is based in London. Tara manages assets on behalf of UK pension & wealth management clients and is co-manager for the Schroder Global Multi-Asset Portfolios. Tara is head of the Credit research group within Multi-Asset Investments at Schroders. Tara was previously a Solutions Manager within the Risk Managed Investments team at Schroders. Tara holds a degree in Natural Sciences from Cambridge University and is a CFA Charterholder.
Total return for Tara Fitzpatrick
Manager career performance
Discrete calendar year performance : Tara Fitzpatrick

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
Tara Fitzpatrick 9.4 14.7 3.6 -6.6 3.1 - - - - -
Peer Group Composite 8.6 12.5 2.1 -7.5 3.4 - - - - -
Over / Under 0.8 2.2 1.5 0.9 -0.3 - - - - -
Performance vs peer group composite: Tara Fitzpatrick
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
4 years
out of a possible 5
 
Overall markets
Up
Underperformed peer group composite
1 year
out of a possible 5
 
Rising markets
UpDown
Outperformed peer group composite
3 years
out of a possible 4
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 1
Funds currently managed
Fund Sole/Co-managed Sector Periods
Schroder Global Multi-Asset Adventurous Portfolio Co-managed UT Mixed Investment 40-85% Shares since May 27 2021 to present
Schroder Global Multi-Asset Balanced Portfolio Co-managed UT Mixed Investment 20-60% Shares since May 27 2021 to present
Schroder Global Multi-Asset Cautious Portfolio Co-managed UT Mixed Investment 0-35% Shares since May 27 2021 to present
Schroder Global Multi-Asset Growth Portfolio Co-managed UT Mixed Investment 40-85% Shares since May 27 2021 to present
Schroder Global Multi-Asset Moderately Cautious Portfolio Co-managed UT Mixed Investment 20-60% Shares since May 27 2021 to present
Omnis Managed Adventurous Co-managed UT Mixed Investment 40-85% Shares since Oct 10 2025 to present
Omnis Managed Balanced Co-managed UT Mixed Investment 40-85% Shares since Oct 10 2025 to present
Omnis Managed Cautious Co-managed UT Mixed Investment 0-35% Shares since Oct 10 2025 to present
Funds managed previously
Fund Periods
No previously managed funds
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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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