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You are here: Manager factsheet

Alex Funk
Schroder UT Managers, Schroder Investmt Mgt(EUR)S.A.
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Manager profile
Alex has many years of financial services experience which ranges from Discretionary Fund Management, Corporate Finance, Banking, Capital Raising, Private Equity to Venture Capital. Alex started managing a discretionary fund management business in South Africa and Mauritius, where he designed and managed model portfolios for financial advisors and wealth management firms across the world. Alex joined Benchmark Capital in August 2019 as the Groups Chief Investment Officer and is responsible for all Portfolios and Funds managed under the Groups' discretionary permissions. Alex holds a Bcom Honours in Financial Analysis (Cum Laude) from the University of Stellenbosch, South Africa and is a CFA Charterholder.
Total return for Alex Funk
Manager career performance
Discrete calendar year performance : Alex Funk

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
Alex Funk 8.5 -3.3 4.8 24.0 - - - - - -
Peer Group Composite 8.5 -4.7 3.8 19.8 - - - - - -
Over / Under 0.0 1.4 1.0 4.2 - - - - - -
Performance vs peer group composite: Alex Funk
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 4
 
Overall markets
Up
Underperformed peer group composite
1 year
out of a possible 4
 
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 1
Funds currently managed
Fund Sole/Co-managed Sector Periods
Schroder Blended Portfolio 3 Co-managed UT Mixed Investment 0-35% Shares since Mar 19 2020 to present
Schroder Blended Portfolio 4 Co-managed UT Mixed Investment 20-60% Shares since Mar 19 2020 to present
Schroder Blended Portfolio 5 Co-managed UT Mixed Investment 20-60% Shares since Mar 19 2020 to present
Schroder Blended Portfolio 6 Co-managed UT Mixed Investment 40-85% Shares since Mar 19 2020 to present
Schroder Blended Portfolio 7 Co-managed UT Mixed Investment 40-85% Shares since Mar 19 2020 to present
Schroder Blended Portfolio 8 Co-managed UT Flexible Investment since Mar 19 2020 to present
Schroder Income Portfolio Co-managed UT Mixed Investment 20-60% Shares since Nov 12 2021 to present
Schroder Schroder Alternative Portfolio Lead manager UT Unclassified since Sep 01 2023 to present
Funds managed previously
Fund Periods
No previously managed funds
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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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