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You are here: Manager factsheet

Value Team

Schroder UT Managers, Schroder Investmt Mgt(EUR)S.A.
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Trustnet verdict
Overall, performing worse than the peer group composite. Over a long track record, the manager has, period by period, consistently under-performed the peer group. There is not sufficient data to say whether good stock picking has had any real effect on results, which have tended to be relatively better in a rising market.
Manager profile
Manager biography not available
Total return for Value Team
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
 
 
 
 
 
7-43m
 
 
 
 
 
 
 
 
 
19-55m
 
 
 
 
 
 
 
 
 
31-67m
 
 
 
 
 
 
 
 
 
43-79m
 
 
 
 
 
 
 
 
 
55-91m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Value Team

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
Value Team -22.1 -5.7 9.6 18.8 -7.2 8.3 10.1 37.6 -10.2 14.1
Peer Group Composite -5.9 -3.0 2.8 18.9 -4.8 10.7 12.0 30.1 -6.3 20.0
Over / Under -16.2 -2.7 6.8 -0.1 -2.4 -2.4 -1.9 7.5 -3.9 -5.9
Performance vs peer group composite: Value Team
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 10
 
Overall markets
Up
Underperformed peer group composite
8 years
out of a possible 10
 
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 4
Funds currently managed
Fund Sole/Co-managed Sector Periods
Schroder Responsible Value UK Equity Lead manager UT UK All Companies since May 18 2010 to present
Schroder Income Maximiser Co-managed UT UK Equity Income since May 18 2010 to present
Schroder ISF European Dividend Maximiser Co-managed FO Equity - Europe inc UK since Apr 01 2018 to present
Schroder ISF Global Dividend Maximiser Co-managed FO Equity - Ethical since Apr 01 2018 to present
SUTL Cazenove Charity Equity Value Lead manager UT UK All Companies since Jun 01 2019 to present
Funds managed previously
Fund Periods
No previously managed funds
News & Research: Related articles sector Sector fund Fund group Group manager Manager
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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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