PLEASE TELL US A LITTLE ABOUT YOURSELF SO THAT WE CAN DISPLAY THE MOST
APPROPRIATE CONTENT TO YOU:

This site uses cookies. Some of the cookies are essential for parts of the site to operate and have already been set. You may delete and block all cookies from this site, but if you do, parts of the site may not work. To find out more about cookies used on Trustnet and how you can manage them, see our Privacy and Cookie Policy.

By clicking "I Agree" below, you acknowledge that you accept our Privacy Policy and Terms of Use.

For more information Click here

Login

Password Reminder
Not Registered? Click Here

Register

Register
It's look like you're leaving us

What would you like us to do with the funds you've selected

Show me all my options Forget them Save them
Customise this table
You are here: Manager factsheet

Matthew Bennison
Schroder UT Managers, Scottish Wid UT Mgr Limited
pdfIcon Manager factsheet pdf    rss feed RSS Feed
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
 
 
 
 
 
60-96m
 
 
 
 
 
 
 
 
 
72-108m
 
 
 
 
 
 
 
 
 
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 13.8 2.2 -8.4 35.0 -20.7 6.3 -1.9 - - -
Peer Group Composite 17.4 4.2 -10.8 35.9 -17.2 6.8 -3.3 - - -
Over / Under -3.6 -2.0 2.4 -0.9 -3.5 -0.5 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
2 years
out of a possible 7
 
Overall markets
Up
Underperformed peer group composite
5 years
out of a possible 7
 
Rising markets
UpDown
Outperformed peer group composite
0 years
out of a possible 4
 
Falling markets
UpDown
Outperformed peer group composite
2 years
out of a possible 3
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
Scottish Widows Ethical since Apr 11 2024 to fund close
News & Research: Related articles sector Sector fund Fund group Group manager Manager
Group The equity funds on track to beat the market for the sixth year in a row By Gary Jackson  21-Nov-2024
Group The immediate fund winners from Donald Trump’s election win By Gary Jackson  11-Nov-2024
Group The best and worst funds in October By Gary Jackson  01-Nov-2024
Group Against all odds: Global funds that were top-quartile in consecutive 3yr periods By Emma Wallis  24-Oct-2024
Group Professional investors plough into equities and private assets, survey finds By Emma Wallis  17-Oct-2024
Group M&G Recovery: Should you buy, hold or fold? By Patrick Sanders  14-Oct-2024
Group The most-owned dividend stocks by UK income funds By Jonathan Jones  08-Oct-2024
Group The bond funds that went from laggards to leaders By Patrick Sanders  27-Sep-2024
Group The perfect pension portfolio for someone in their 60s By Emma Wallis  25-Sep-2024
Group Growth investing ‘picking pennies in front of a bulldozer’, says Schroder’s Adler By Matteo Anelli  24-Sep-2024
Group The funds topping their sectors throughout recession worries and optimism By Gary Jackson  23-Sep-2024
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.

LATEST :

Five reasons to keep hold of your defensive funds

13:00 | Monday, January 20, 2014

Close

You are currently using an old browser which will not be supported by Trustnet after 31/07/2016. To ensure you benefit from all features on the site, please update your browser.   Close

© Trustnet Limited 2024. All Rights Reserved.
Please read our Terms of Use / Disclaimer and Privacy and Cookie Policy.
Data supplied in conjunction with Refinitiv and London Stock Exchange Plc