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You are here: Manager factsheet

Robert White
Legal & General UT Mgr Ltd, LGIM Managers (Europe) Ltd
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Manager profile
Robert joined LGIM in 2018 as a Fund Manager for the UK Special Situations Trust. Prior to this Robert worked at Mirabaud Asset Management where he was an Assistant Fund Manager (2013 to 2018) on the UK Equities Core product. Before that he worked at PWC in their Transaction Services division. In total he has over 10 years experience working within financial services. He read Philosophy, Politics and Economics at Pembroke College, Oxford and is a member of the Institute of Chartered Accountants in England and Wales.
Total return for Robert White
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
 
 
 
 
 
 
 
 
 
12-48m
 
 
 
 
 
 
 
 
 
24-60m
 
 
 
 
 
 
 
 
 
36-72m
 
 
 
 
 
 
 
 
 
48-84m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Robert White

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
Robert White 20.7 -6.0 -26.3 49.5 -28.9 1.4 - - - -
Peer Group Composite 20.3 -3.2 -24.2 40.0 -15.6 8.2 - - - -
Over / Under 0.4 -2.8 -2.1 9.5 -13.3 -6.8 - - - -
Performance vs peer group composite: Robert White
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 6
 
Overall markets
Up
Underperformed peer group composite
4 years
out of a possible 6
 
Rising markets
UpDown
Outperformed peer group composite
2 years
out of a possible 3
 
Falling markets
UpDown
Outperformed peer group composite
0 years
out of a possible 3
Funds currently managed
Fund Sole/Co-managed Sector Periods
L&G UK Smaller Companies Trust Co-managed UT UK Smaller Companies since Nov 01 2020 to present
L&G Climate Action Global Equity Fund Co-managed FO Equity - Ethical since Jan 01 2023 to present
L&G Future World Sustainable UK Equity Co-managed UT UK All Companies since Apr 01 2023 to present
L&G Future World Sustainable UK Equity Focus Co-managed UT UK All Companies since Apr 01 2023 to present
Funds managed previously
Fund Periods
L&G UK Special Situations Trust since Feb 01 2019 to fund close
L&G Future World Sustainable European Equity Focus since Apr 01 2023 to Apr 30 2023
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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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