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You are here: Manager factsheet

Scott Truter
Marlborough Investment Managem
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Manager profile
Scott has 15 years’ experience in the financial services industry, working at BNY Mellon for nine years before joining Marlborough in 2016. He graduated from Manchester Metropolitan University in 2015 with a degree in financial services, planning and management and holds the CFA’s Investment Management Certificate and CISI Chartered Wealth Manager qualification. He is a CFA Level II candidate. Scott is our sector specialist for Pacific region equities, emerging market equities, global bonds and ‘other’ bonds.
Total return for Scott Truter
Manager career performance
Discrete calendar year performance : Scott Truter

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
Scott Truter 14.0 - - - - - - - - -
Peer Group Composite 13.4 - - - - - - - - -
Over / Under 0.6 - - - - - - - - -
Performance vs peer group composite: Scott Truter
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 1
 
Overall markets
Up
Underperformed peer group composite
0 years
out of a possible 1
 
Rising markets
UpDown
Outperformed peer group composite
1 year
out of a possible 1
 
Falling markets
UpDown
Outperformed peer group composite
0 years
out of a possible 0
Funds currently managed
Fund Sole/Co-managed Sector Periods
IFSL Marlborough Balanced Co-managed (deputy) UT Mixed Investment 40-85% Shares since Jun 01 2023 to present
IFSL Marlborough Cautious Co-managed (deputy) UT Mixed Investment 20-60% Shares since Jun 01 2023 to present
IFSL Marlborough Conservative Co-managed (deputy) UT Mixed Investment 0-35% Shares since Jun 01 2023 to present
IFSL Marlborough Global Co-managed (deputy) UT Global since Jun 01 2023 to present
Marlborough Adventurous Co-managed (deputy) FO Mixed Asset - Aggressive since Jun 01 2023 to present
Marlborough Balanced Co-managed (deputy) FO Mixed Asset - Balanced since Jun 01 2023 to present
Marlborough Cautious Co-managed (deputy) FO Mixed Asset - Cautious since Jun 01 2023 to present
Marlborough Defensive Co-managed (deputy) FO Mixed Asset - Cautious since Jun 01 2023 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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