Andrew Metcalf

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Fund Performance

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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.

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Annualised total return over 6.7 years

+2.8%

Cumulative performance (% growth)

	1 year	3 years	5 years	7 years	10 years
Andrew Metcalf	4.2	7.7	16.4	19.7	-
Peer Group Composite	4.7	2.0	10.5	13.9	-
Over / Under	-0.5	5.7	5.9	5.8	-

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

65-101m

77-113m

89-125m

36-72m

48-84m

Discrete calendar year performance : Andrew Metcalf

Discrete performance

	0-12m	12-24m	24-36m	36-48m	48-60m	60-72m	72-84m	84-96m	96-108m	108-120m

Andrew Metcalf	4.2	10.9	-6.9	-	9.4	-0.5	2.3	0.4	-	-
Peer Group Composite	4.7	6.8	-8.8	-	9.7	0.4	2.7	0.3	-	-
Over / Under	-0.5	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

Outperformed peer group composite

3 years

out of a possible 7

Overall markets

Underperformed peer group composite

4 years

out of a possible 7

Rising markets

Outperformed peer group composite

2 years

out of a possible 6

Falling markets

Outperformed peer group composite

1 year

out of a possible 1

Funds currently managed

Fund	Sole/Co-managed	Sector	Periods

Close Select Fixed Income Fund	Co-managed	UT Sterling Strategic Bond	since Feb 07 2022 to present

Funds managed previously

Fund	Periods

Close 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