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You are here: Manager factsheet

Charlotte Ryland

CCLA Investment Management Ltd
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Manager profile
Charlotte is responsible for managing equity portfolios.Charlotte spent the first 15 years of her career at Newton Investment Management where she was a multi-asset and subsequently a global equities manager for UK and international pension funds. She joined CCLA in 2016 from EFG, where she was a senior portfolio manager.Charlotte read modern history at the University of St Andrews, holds an MA in history from College of William & Mary, Virginia, and an MBA from Cranfield. She holds the Investment Management Certificate, the Chartered Financial Analyst designation and the CFA Certificate in ESG Investing.
Total return for Charlotte Ryland
Discrete calendar year performance : Charlotte Ryland

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
Charlotte Ryland 8.9 16.9 -5.6 - - - - - - -
Peer Group Composite 12.9 12.4 -5.6 - - - - - - -
Over / Under -4.0 4.5 0.0 - - - - - - -
Performance vs peer group composite: Charlotte Ryland
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
1 year
out of a possible 3
 
Overall markets
Up
Underperformed peer group composite
2 years
out of a possible 3
 
Rising markets
UpDown
Outperformed peer group composite
1 year
out of a possible 2
 
Falling markets
UpDown
Outperformed peer group composite
0 years
out of a possible 1
Funds currently managed
Fund Sole/Co-managed Sector Periods
CCLA Better World Global Equity Lead manager UT Global since Apr 08 2022 to present
Funds managed previously
Fund Periods
No previously managed funds
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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