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You are here: Manager factsheet

Andrew Metcalf

Close Brothers AM
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Manager profile
Andrew joined Close Brothers Asset Management in September 2016, and is a Fixed Income Portfolio Manager. He is co-manager of the Select Fixed Income Fund; co-manager of the Sustainable Bond Fund, and chair of the Fixed Income committee. Andrew started his career in 2008 - all has always worked in fixed income as an Analyst or Portfolio Manager. Before joining Close Brothers, Andrew spent 4 years at Vanguard Asset Management where he was part of the team managing a range of investment grade and money market funds. Andrew has also worked as a Portfolio Manager at Phoenix Group, and as a Fixed Income Analyst at Moody's and Barclays Capital. Andrew holds a Master's degree in Finance from Durham University, and a Bachelor's degree in Economics from Manchester University.
Total return for Andrew Metcalf
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
 
 
 
 
 
53-89m
 
 
 
 
 
 
 
 
 
65-101m
 
 
 
 
 
 
 
 
 
77-113m
 
 
 
 
 
 
 
 
 
36-72m
 
 
 
 
 
 
 
 
 
48-84m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Andrew 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
Andrew Metcalf 10.9 -6.9 - 9.4 -0.5 2.3 0.4 - - -
Peer Group Composite 6.8 -8.8 - 9.7 0.4 2.7 0.3 - - -
Over / Under 4.1 1.9 - -0.3 -0.9 -0.4 0.1 - - -
Performance vs peer group composite: Andrew 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
3 years
out of a possible 6
 
Overall markets
Up
Underperformed peer group composite
3 years
out of a possible 6
 
Rising markets
UpDown
Outperformed peer group composite
2 years
out of a possible 5
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 1
Funds currently managed
Fund Sole/Co-managed Sector Periods
Close Sustainable Select Fixed Income Fund Co-managed UT Sterling Strategic Bond since Feb 07 2022 to present
Funds managed previously
Fund Periods
Close Sustainable Select Fixed Income Fund since Sep 21 2017 to Feb 28 2021
Close Sustainable Bond Portfolio since Aug 01 2018 to Mar 01 2021
Close Sustainable Bond Portfolio since Feb 07 2022 to fund close
News & Research: Related articles sector Sector fund Fund group Group manager Manager
Fund The most consistent UK bond funds of the decade By Matteo Anelli  28-Feb-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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