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You are here: Manager factsheet

Gwilym Satchell
Invesco Fund Managers Ltd
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Manager profile
Based in Henley-on-Thames, Gwilym joined the company in March 2013. He served as a Risk Manager for the Multi Asset team, prior to being promoted to the role of Fund Manager. Gwilym commenced his career in 2008 at Standard Life Investments, where he was involved in Multi-Asset Investing risk management, in particular the development of scenario analysis techniques. In addition, he was responsible for managing a range of liability-driven investment (LDI) funds. Gwilym holds the PRM™ designation which is an independent validation of skills and commitment to the highest standard of professionalism, integrity, and best practices within the risk management profession. He graduated from Warwick University in 2005 with a degree in Computer Science, and gained a Masters degree at the University of Edinburgh Business School in 2008.
Total return for Gwilym Satchell
Manager career performance
Rolling Alpha Quartile: Discrete three year periods
Rolling Alpha Quartile shows a manager's alpha score in quartile terms, plotting his or her risk adjusted performance against all other managers in the UT & OEICs universe. The best managers are those who are consistently ranked in the first or second quartile.
 
Quartile 1
Quartile 2
Quartile 3
Quartile 4
 
 
 
 
 
60-96m
 
 
 
 
 
 
 
 
 
72-108m
 
 
 
 
 
 
 
 
 
84-120m
 
 
 
 
 
 
 
 
 
36-72m
 
 
 
 
 
 
 
 
 
48-84m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Gwilym Satchell

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
Gwilym Satchell - 2.8 -1.2 -4.5 -0.5 -0.4 -5.6 6.1 - -
Peer Group Composite - 1.1 0.3 3.7 1.4 0.8 -0.9 4.1 - -
Over / Under - 1.7 -1.5 -8.2 -1.9 -1.2 -4.7 2.0 - -
Performance vs peer group composite: Gwilym Satchell
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 7
 
Overall markets
Up
Underperformed peer group composite
5 years
out of a possible 7
 
Rising markets
UpDown
Outperformed peer group composite
2 years
out of a possible 6
 
Falling markets
UpDown
Outperformed peer group composite
0 years
out of a possible 1
Funds currently managed
Fund Sole/Co-managed Sector Periods
Invesco Summit Income (UK) Co-managed UT Volatility Managed since Jun 26 2024 to present
Funds managed previously
Fund Periods
Invesco Global Targeted Income (UK) since Nov 30 2016 to fund close
Invesco Global Targeted Returns since Feb 28 2018 to fund close
Invesco Global Targeted Returns (UK) since Feb 28 2018 to fund close
Invesco Global Targeted Returns Select since Feb 28 2018 to fund close
Invesco Global Targeted Returns Plus since Jul 24 2018 to fund close
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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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