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You are here: Manager factsheet

Oaktree Capital Management LP
Vanguard Investments UK Limite
pdfIcon Manager factsheet pdf    rss feed RSS Feed
Manager profile
Manager biography not available
Total return for Oaktree Capital Management LP
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
 
 
 
 
 
61-97m
 
 
 
 
 
 
 
 
 
73-109m
 
 
 
 
 
 
 
 
 
85-121m
 
 
 
 
 
 
 
 
 
97-133m
 
 
 
 
 
 
 
 
 
48-84m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Oaktree Capital Management LP

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
Oaktree Capital Management LP 8.8 0.8 -4.1 6.2 11.7 9.4 -0.7 23.3 32.2 -
Peer Group Composite 11.0 0.2 -11.2 4.9 13.1 9.2 -5.9 23.3 26.7 -
Over / Under -2.2 0.6 7.1 1.3 -1.4 0.2 5.2 0.0 5.5 -
Performance vs peer group composite: Oaktree Capital Management LP
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
7 years
out of a possible 9
 
Overall markets
Up
Underperformed peer group composite
2 years
out of a possible 9
 
Rising markets
UpDown
Outperformed peer group composite
5 years
out of a possible 7
 
Falling markets
UpDown
Outperformed peer group composite
2 years
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
Vanguard Global Emerging Markets Co-managed UT Global Emerging Markets since May 25 2016 to present
Funds managed previously
Fund Periods
No previously managed funds
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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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