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You are here: Manager factsheet

Helen Bradshaw

Quilter Investors Limited
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Trustnet verdict
Overall, performing about the same as the peer group composite. However, over a fairly lengthy track record, the manager has, period by period, consistently under-performed the peer group. stock picking has not really benefited results, which have not been particularly exposed to falling markets.
Manager profile
Helen is manager of the multi-asset Monthly Income portfolio range. She joined Quilter Investors in January 2019 having spent 15 years at Janus Henderson Investors. Whilst at Janus Henderson she ran a number of multi-asset strategies, with a particular focus on multi-asset income. Helen holds an LLB law degree from Exeter University; the Legal Practice Course from the University of Law, Guildford and the Investment Management Certificate.
Total return for Helen Bradshaw
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
 
 
 
 
 
10-46m
 
 
 
 
 
 
 
 
 
22-58m
 
 
 
 
 
 
 
 
 
34-70m
 
 
 
 
 
 
 
 
 
46-82m
 
 
 
 
 
 
 
 
 
58-94m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Helen Bradshaw

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
Helen Bradshaw -2.4 - - 8.9 11.2 0.7 6.9 15.9 2.4 -
Peer Group Composite 0.6 - - 9.0 11.2 1.1 7.0 10.8 6.4 -
Over / Under -3.0 - - -0.1 0.0 -0.4 -0.1 5.1 -4.0 -
Performance vs peer group composite: Helen Bradshaw
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
1 year
out of a possible 7
 
Overall markets
Up
Underperformed peer group composite
6 years
out of a possible 7
 
Rising markets
UpDown
Outperformed peer group composite
1 year
out of a possible 7
 
Falling markets
UpDown
Outperformed peer group composite
0 years
out of a possible 0
Funds currently managed
Fund Sole/Co-managed Sector Periods
Quilter Investors Monthly Income and Growth Portfolio Lead manager UT Volatility Managed since Jun 26 2019 to present
Quilter Investors Monthly Income Portfolio Lead manager UT Volatility Managed since Jun 26 2019 to present
Funds managed previously
Fund Periods
Janus Henderson Multi-Manager Active since Jun 30 2011 to Jan 31 2018
Janus Henderson Multi-Manager Distribution since Jun 30 2011 to Jan 31 2018
Janus Henderson Multi-Manager Income & Growth since Jun 30 2011 to Jan 31 2018
Janus Henderson Multi-Manager Managed since Jun 30 2011 to Jan 31 2018
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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