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You are here: Manager factsheet

Sarah Jane Cawthray

Fidelity International (FIL In, Fidelity International (FIL In
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Manager profile
Sarah Jane Cawthray is a Portfolio Manager - Beta strategies at Fidelity Multi Asset, focusing on the co-management of quantitative-driven portfolios. Sarah Jane joined Fidelity in 2017. Prior to joining Fidelity. Sarah Jane spent 17 years at Merrill Lynch Investment Managers, where she was responsible for managing a variety of fixed income mandates. Sarah Jane has an MA Mathematics from Oxford University, and is an associate (ASIP) of CFA UK.
Total return for Sarah Jane Cawthray
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
Discrete calendar year performance : Sarah Jane Cawthray

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
Sarah Jane Cawthray 10.9 -2.3 0.2 12.3 2.6 1.2 - - - -
Peer Group Composite 9.7 -1.3 -1.6 14.0 0.0 0.4 - - - -
Over / Under 1.2 -1.0 1.8 -1.7 2.6 0.8 - - - -
Performance vs peer group composite: Sarah Jane Cawthray
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
Outperformed peer group composite
4 years
out of a possible 6
Overall markets
Underperformed peer group composite
2 years
out of a possible 6
Rising markets
Outperformed peer group composite
3 years
out of a possible 4
Falling markets
Outperformed peer group composite
1 year
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
Fidelity Allocator World Co-managed (deputy) UT Global since Jan 01 2021 to present
Fidelity Multi Asset Allocator Adventurous Co-managed (deputy) UT Flexible Investment since Jan 01 2021 to present
Fidelity Multi Asset Allocator Defensive Co-managed (deputy) UT Mixed Investment 0-35% Shares since Jan 01 2021 to present
Fidelity Multi Asset Allocator Growth Co-managed (deputy) UT Mixed Investment 40-85% Shares since Jan 01 2021 to present
Fidelity Multi Asset Allocator Strategic Co-managed (deputy) UT Mixed Investment 20-60% Shares since Jan 01 2021 to present
Fidelity Global Multi Asset Dynamic Co-managed (deputy) FO Mixed Asset - Flexible since May 03 2021 to present
Funds managed previously
Fund Periods
Fidelity Select 50 Balanced since Feb 07 2018 to Dec 31 2020
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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