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You are here: Manager factsheet

Matthew Bennison
Schroder UT Managers, Scottish Wid UT Mgr Limited
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Manager profile
Managed fund since: 30.09.2017 Matthew Bennison is a UK Equity Fund Manager at Schroders. He manages the UK Sustainable Equity Fund and is co-manager of the Prime UK Equity Fund. His investment career commenced in 2012 at Schroders Private Bank (that subsequently became Cazenove Capital), where he worked for the Chief Investment Officer. Matthew then joined the Prime UK Equity team in 2015 initially as an analyst. Qualifications: CFA Charterholder; Degree in Natural Sciences, Cambridge University and one year Management Studies, Judge Business School, Cambridge.
Total return for Matthew Bennison
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
 
 
 
 
 
53-89m
 
 
 
 
 
 
 
 
 
65-101m
 
 
 
 
 
 
 
 
 
24-60m
 
 
 
 
 
 
 
 
 
36-72m
 
 
 
 
 
 
 
 
 
48-84m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Matthew Bennison

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
Matthew Bennison 1.3 2.0 8.1 31.4 -22.3 4.6 - - - -
Peer Group Composite 7.5 -1.1 7.1 34.5 -19.0 3.2 -2.1 - - -
Over / Under -6.2 3.1 1.0 -3.1 -3.3 1.4 - - - -
Performance vs peer group composite: Matthew Bennison
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 4
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
Schroder Prime UK Equity Co-managed UT UK All Companies since Sep 30 2017 to present
Schroder Sustainable UK Equity Lead manager UT UK All Companies since Oct 01 2018 to present
Schroder UK Alpha Income Co-managed UT UK Equity Income since Mar 01 2020 to present
SUTL Cazenove Charity Equity Income Co-managed UT UK Equity Income since Mar 01 2020 to present
Scottish Widows Environmental Investor Lead manager UT UK All Companies since Jan 01 2021 to present
Funds managed previously
Fund Periods
Schroder ISF UK Alpha Income since Mar 01 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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