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You are here: Manager factsheet

Systematic Factor team
Columbia Threadneedle Investme
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Manager profile
The dedicated Systematic Factors team have been managing Systematic strategies since 2007. Since then, the team has launched various versions of the True Style approach, which is a proprietary approach to factor investing. The team manages both long-short and long-only versions of the strategy.
Total return for Systematic Factor team
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
 
 
 
 
 
 
 
 
 
12-48m
 
 
 
 
 
 
 
 
 
24-60m
 
 
 
 
 
 
 
 
 
36-72m
 
 
 
 
 
 
 
 
 
48-84m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Systematic Factor 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
Systematic Factor team 18.2 -1.9 16.9 28.9 -16.4 - - - - -
Peer Group Composite 17.0 -3.4 10.5 35.4 -9.4 - - - - -
Over / Under 1.2 1.5 6.4 -6.5 -7.0 - - - - -
Performance vs peer group composite: Systematic Factor 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
3 years
out of a possible 5
 
Overall markets
Up
Underperformed peer group composite
2 years
out of a possible 5
 
Rising markets
UpDown
Outperformed peer group composite
2 years
out of a possible 3
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
CT North American Equity Lead manager UT North America since Mar 31 2019 to present
CT FTSE All-Share Tracker Lead manager UT UK All Companies since Jan 31 2020 to present
Funds managed previously
Fund Periods
BMO Global Equity since Mar 31 2019 to fund close
BMO Global Equity Market Neutral V10 since Mar 31 2019 to fund close
BMO Global Equity Market Neutral V10 since Mar 31 2019 to fund close
BMO Global Equity Market Neutral V6 since Mar 31 2019 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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