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You are here: Manager factsheet

Tim Schwarz

Ninety One Luxembourg S.A., Ninety One Fund Managers UK Li
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Manager profile
Tim is a portfolio manager for the Multi-Asset Credit Funds at Ninety One. Tim joined the firm from Chimney Rock, an event-driven credit hedge fund, where as Director of Research he was responsible for investment research and portfolio management. Prior to that Tim was a senior analyst responsible for investment research of credit and distressed securities at hedge fund Trilogy Capital Management. Earlier in his career he was Vice President at J.P. Morgan and Principal at Robertson Stephens in equity capital markets and banking positions. Tim graduated from Duke University with a Bachelor’s degree in History and a Master’s degree in Business Administration.
Total return for Tim Schwarz
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
 
 
 
 
 
23-59m
 
 
 
 
 
 
 
 
 
12-48m
 
 
 
 
 
 
 
 
 
24-60m
 
 
 
 
 
 
 
 
 
36-72m
 
 
 
 
 
 
 
 
 
48-84m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Tim Schwarz

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
Tim Schwarz 3.4 0.3 - - - - - - - -
Peer Group Composite -0.5 0.0 - - - - - - - -
Over / Under 3.9 0.3 - - - - - - - -
Performance vs peer group composite: Tim Schwarz
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 2
 
Overall markets
Up
Underperformed peer group composite
0 years
out of a possible 2
 
Rising markets
UpDown
Outperformed peer group composite
0 years
out of a possible 0
 
Falling markets
UpDown
Outperformed peer group composite
2 years
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
Ninety One Global Total Return Credit Co-managed FO Fixed Int - USD since Jun 30 2019 to present
Ninety One Global Total Return Credit Co-managed UT Sterling Strategic Bond since Jun 30 2019 to present
Ninety One Multi-Asset Credit Co-managed FO Fixed Int - USD since Jun 30 2019 to present
Ninety One Investment Grade Corporate Bond Co-managed FO Fixed Int - USD Corporate Bond since Nov 01 2020 to present
Ninety One Monthly High Income Co-managed UT Sterling High Yield since Jun 01 2021 to present
Funds managed previously
Fund Periods
No previously managed funds
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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