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You are here: Manager factsheet

Joe Le Jehan

Schroder UT Managers, Schroder Investmt Mgt(EUR)S.A.
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FE Trustnet verdict
Overall, performing about the same as the peer group composite. However, over a long track record, the manager has under-performed the peer group more often than not. stock picking has made a contribution to results, which have not been particularly exposed to falling markets.
Manager profile
Joe Le Jehan is a member of the Multi-Manager team. Joe joined from Brewin Dolphin. He graduated from the University of Durham with BA Hons Economics. Joe is a CFA Charterholder and a member of the CFA Society and has 12 years’ investment experience.
Total return for Joe Le Jehan
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
 
 
 
 
 
1-37m
 
 
 
 
 
 
 
 
 
13-49m
 
 
 
 
 
 
 
 
 
25-61m
 
 
 
 
 
 
 
 
 
37-73m
 
 
 
 
 
 
 
 
 
49-85m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Joe Le Jehan

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
Joe Le Jehan 3.5 2.3 11.0 6.6 7.5 0.9 31.1 0.2 12.5 18.2
Peer Group Composite 4.6 5.4 13.7 8.0 6.5 3.2 22.2 -2.2 13.0 18.1
Over / Under -1.1 -3.1 -2.7 -1.4 1.0 -2.3 8.9 2.4 -0.5 0.1
Performance vs peer group composite: Joe Le Jehan
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
4 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
6 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
3 years
out of a possible 9
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 1
Funds currently managed
Fund Sole/Co-managed Sector Periods
Schroder MM International Co-managed UT Global since Oct 24 2007 to present
Schroder MM UK Growth Co-managed UT UK All Companies since Oct 24 2007 to present
Schroder ISF Multi-Manager Diversity Co-managed FO Mixed Asset - Flexible since Jul 29 2015 to present
Schroder Dynamic Planner Portfolio 3 Co-managed UT Volatility Managed since Dec 12 2017 to present
Schroder Dynamic Planner Portfolio 4 Co-managed UT Volatility Managed since Dec 12 2017 to present
Schroder Dynamic Planner Portfolio 5 Co-managed UT Volatility Managed since Dec 12 2017 to present
Schroder Dynamic Planner Portfolio 6 Co-managed UT Volatility Managed since Dec 12 2017 to present
Schroder Dynamic Planner Portfolio 7 Co-managed UT Volatility Managed since Dec 12 2017 to present
Schroder MM Diversity Co-managed UT Mixed Investment 20-60% Shares since May 01 2019 to present
Schroder MM Diversity Balanced Co-managed UT Mixed Investment 40-85% Shares since May 01 2019 to present
Schroder MM Diversity Income Co-managed UT Mixed Investment 20-60% Shares since May 01 2019 to present
Schroder MM Diversity Tactical Co-managed UT Flexible Investment since May 01 2019 to present
Funds managed previously
Fund Periods
Schroder ISF Multi-Manager Global Diversity since Feb 28 2013 to fund close
Data provided by FE. Care has been taken to ensure that the information is correct, but FE 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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