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You are here: Manager factsheet

Martha Metcalf
Schroder Investmt Mgt(EUR)S.A., Scottish Wid UT Mgr Limited
pdfIcon Manager factsheet pdf    rss feed RSS Feed
Manager profile
Manager biography not available
Total return for Martha Metcalf
Manager career performance
Discrete calendar year performance : Martha Metcalf

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
Martha Metcalf 12.0 2.7 -5.6 6.0 0.4 5.7 1.5 -0.1 35.9 -3.0
Peer Group Composite 11.3 5.7 -6.2 5.8 1.4 5.5 1.7 -1.0 30.9 -0.4
Over / Under 0.7 -3.0 0.6 0.2 -1.0 0.2 -0.2 0.9 5.0 -2.6
Performance vs peer group composite: Martha Metcalf
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
6 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
4 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
4 years
out of a possible 7
 
Falling markets
UpDown
Outperformed peer group composite
2 years
out of a possible 3
Funds currently managed
Fund Sole/Co-managed Sector Periods
Schroder ISF Global High Yield Co-managed FO Fixed Int - Global High Yield since Dec 31 2015 to present
Schroder Selection Global Series - Global High Yield Co-managed FO Fixed Int - Global High Yield since Dec 31 2015 to present
Scottish Widows High Income Bd Lead manager UT Sterling High Yield since Oct 05 2020 to present
Schroder Sustainable US Dollar High Yield Co-managed FO Fixed Int - USD High Yield since Oct 03 2023 to present
Funds managed previously
Fund Periods
Schroder ISF Global Credit High Income since Jun 01 2012 to Feb 18 2020
Scottish Widows High Income Bond since Oct 25 2019 to Oct 02 2020
News & Research: Related articles sector Sector fund Fund group Group manager Manager
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Sector Should investors own several funds run by the same manager? By Matteo Anelli  26-Sep-2024
Group The funds topping their sectors throughout recession worries and optimism By Gary Jackson  23-Sep-2024
Group The long-term laggard multi-asset portfolios that have rebounded By Patrick Sanders  19-Sep-2024
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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