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You are here: Manager factsheet

Philip Chandler
Schroder UT Managers, Scottish Wid UT Mgr Limited, HBOS Investment Fd Mgrs Ltd
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Manager profile
Managed fund since: August 2020 Phil Chandler is Multi-Asset Manager of the fund, overseeing and determining asset allocations of the underlying funds. Phil initially joined Schroders as a portfolio manager in the Fixed Income team, with responsibility for global rates, money markets and then Gilt and European government portfolios. He transferred to the Multi-Asset team in 2009. CFA Charterholder. Degree in Philosophy, Politics and Economics, University of Oxford.
Total return for Philip Chandler
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 : Philip Chandler

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
Philip Chandler 15.1 2.9 -9.8 16.9 -4.3 6.3 -3.0 4.6 - -
Peer Group Composite 15.3 1.9 -10.4 16.8 0.0 7.1 -1.5 5.7 - -
Over / Under -0.2 1.0 0.6 0.1 -4.3 -0.8 -1.5 -1.1 - -
Performance vs peer group composite: Philip Chandler
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 8
 
Overall markets
Up
Underperformed peer group composite
5 years
out of a possible 8
 
Rising markets
UpDown
Outperformed peer group composite
2 years
out of a possible 6
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
Schroder Global Multi-Asset Adventurous Portfolio Co-managed UT Mixed Investment 40-85% Shares since Jan 10 2017 to present
Schroder Global Multi-Asset Balanced Portfolio Co-managed UT Mixed Investment 20-60% Shares since Jan 10 2017 to present
Schroder Global Multi-Asset Cautious Portfolio Co-managed UT Mixed Investment 0-35% Shares since Jan 10 2017 to present
Schroder Global Multi-Asset Growth Portfolio Co-managed UT Mixed Investment 40-85% Shares since Jan 10 2017 to present
Schroder Global Multi-Asset Moderately Cautious Portfolio Co-managed UT Mixed Investment 20-60% Shares since Jan 10 2017 to present
Scottish Widows Managed Growth 2G Lead manager UT Mixed Investment 0-35% Shares since Feb 07 2020 to present
Scottish Widows Managed Growth 4 Lead manager UT Mixed Investment 20-60% Shares since Feb 07 2020 to present
Scottish Widows Managed Growth 6 Lead manager UT Mixed Investment 40-85% Shares since Feb 07 2020 to present
Scottish Widows Balanced Growth Lead manager UT Mixed Investment 40-85% Shares since Feb 28 2020 to present
Scottish Widows Balanced Growth Portfolio Lead manager UT Mixed Investment 20-60% Shares since Feb 28 2020 to present
Scottish Widows Balanced Income Portfolio Lead manager UT Flexible Investment since Feb 28 2020 to present
Scottish Widows Cautious Growth Lead manager UT Mixed Investment 20-60% Shares since Feb 28 2020 to present
Scottish Widows Cautious Income Portfolio 1 Lead manager UT Mixed Investment 20-60% Shares since Feb 28 2020 to present
Scottish Widows Cautious Income Portfolio 2 Lead manager UT Mixed Investment 0-35% Shares since Feb 28 2020 to present
Scottish Widows Progressive Growth Lead manager UT Mixed Investment 40-85% Shares since Feb 28 2020 to present
Scottish Widows Progressive Growth Portfolio 1 Lead manager UT Mixed Investment 40-85% Shares since Feb 28 2020 to present
Scottish Widows Progressive Growth Portfolio 2 Lead manager UT Global since Feb 28 2020 to present
Halifax Cautious Managed Lead manager UT Mixed Investment 20-60% Shares since Mar 20 2020 to present
Scottish Widows Regular Income Lead manager UT Mixed Investment 40-85% Shares since Mar 20 2020 to present
Schroder Countrywide Managed Balanced Lead manager UT Mixed Investment 40-85% Shares since Jul 15 2020 to present
Scottish Widows Managed Growth 3 Lead manager UT Mixed Investment 20-60% Shares since Apr 24 2023 to present
Scottish Widows Managed Growth 5 Lead manager UT Mixed Investment 40-85% Shares since Apr 24 2023 to present
Funds managed previously
Fund Periods
Schroder Managed Defensive since May 31 2018 to May 16 2024
Scottish Widows Adventurous Growth since Feb 28 2020 to fund close
Scottish Widows Diversified Portfolio since Feb 07 2020 to fund close
Scottish Widows Balanced Portfolio since Feb 28 2020 to fund close
Scottish Widows Cautious Portfolio since Feb 28 2020 to fund close
Scottish Widows Opportunities Portfolio since Feb 28 2020 to fund close
Scottish Widows Progressive Portfolio since Feb 28 2020 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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