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You are here: Manager factsheet

Quantitative investment team
Scottish Wid UT Mgr Limited
pdfIcon Manager factsheet pdf    rss feed RSS Feed
Manager profile
Manager biography not available
Total return for Quantitative investment team
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
 
 
 
 
 
 
 
 
 
72-108m
 
 
 
 
 
 
 
 
 
84-120m
 
 
 
 
 
 
 
 
 
96-132m
 
 
 
 
 
 
 
 
 
108-144m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Quantitative investment team

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
Quantitative investment team 22.2 5.8 -6.7 25.4 -10.5 7.1 -0.9 10.2 21.0 2.6
Peer Group Composite 17.8 4.9 -15.0 22.5 -0.9 9.5 -2.6 11.6 18.2 2.8
Over / Under 4.4 0.9 8.3 2.9 -9.6 -2.4 1.7 -1.4 2.8 -0.2
Performance vs peer group composite: Quantitative investment team
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
6 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
4 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
4 years
out of a possible 7
 
Falling markets
UpDown
Outperformed peer group composite
2 years
out of a possible 3
Funds currently managed
Fund Sole/Co-managed Sector Periods
Scottish Widows Fundamental Index Emerging Markets Equity Lead manager UT Global Emerging Markets since May 28 2013 to present
Scottish Widows International Equity Tracker Lead manager UT Global since Sep 22 2014 to present
Scottish Widows Emerging Markets Paris-aligned Index Equity Tracker Lead manager UT Global Emerging Markets since Nov 25 2015 to present
Funds managed previously
Fund Periods
Halifax UK Equity Tracker since Apr 01 2005 to Feb 28 2022
Halifax UK Large Company Tracker since Apr 01 2005 to Feb 28 2022
Clerical Medical FTSE 100 Tracker since Jan 31 2004 to fund close
Scottish Widows UK Equity Tracker since Dec 01 2009 to Feb 28 2022
Scottish Widows UK Tracker since Dec 01 2009 to Feb 28 2022
Halifax UK Growth since Sep 30 2007 to Dec 05 2019
Halifax European since Sep 30 2007 to Nov 07 2019
Halifax Far Eastern since Sep 30 2007 to Nov 07 2019
Halifax Japanese since Sep 30 2007 to Nov 07 2019
Halifax North American since Sep 30 2007 to Oct 24 2019
Scottish Widows Emerging Markets since May 31 2010 to Nov 07 2019
Scottish Widows UK Climate Transition Index Equity Tracker since Apr 12 2013 to Feb 28 2022
Scottish Widows Fundamental Index Global Equity since Apr 18 2013 to Feb 28 2022
Scottish Widows HIFML European since Sep 30 2007 to fund close
Scottish Widows HIFML Far Eastern since Sep 30 2007 to fund close
Scottish Widows HIFML Japanese since Sep 30 2007 to fund close
Scottish Widows HIFML North American since Sep 30 2007 to fund close
Scottish Widows ESG Sterling Corporate Bond Tracker since Jun 01 2014 to Feb 28 2022
Scottish Widows UK Fixed Interest Tracker since Sep 01 2014 to Feb 28 2022
Scottish Widows UK Index Linked Tracker since Sep 01 2014 to Feb 28 2022
Scottish Widows European Growth since Sep 30 2012 to Nov 07 2019
Scottish Widows Japan Growth since Sep 30 2012 to Nov 07 2019
Scottish Widows Pacific Growth since Sep 30 2012 to Nov 07 2019
Scottish Widows UK Growth since Nov 01 2012 to Dec 05 2019
Scottish Widows American Growth since Oct 01 2012 to Oct 24 2019
Halifax UK Equity Income since Jan 01 2013 to Dec 05 2019
Scottish Widows UK Equity Income since Jan 01 2013 to Dec 05 2019
Halifax International Growth since May 01 2013 to Nov 07 2019
Scottish Widows Global Growth since May 01 2013 to Nov 07 2019
Scottish Widows Global Environmental Solutions since Nov 13 2015 to Feb 28 2022
Scottish Widows Developed World Paris-aligned Index Equity Tracker since Nov 25 2015 to Feb 28 2022
Scottish Widows Capital Protected 20 since Feb 10 2012 to fund close
Scottish Widows Capital Protected 7 since Sep 18 2008 to fund close
Scottish Widows Capital Protected 8 since Dec 18 2008 to fund close
Scottish Widows Capital Protected 18 since May 20 2011 to fund close
Scottish Widows Capital Protected 10 since Jun 25 2009 to fund close
Scottish Widows Capital Protected 11 since Sep 17 2009 to fund close
Scottish Widows Capital Protected 16 since Sep 29 2010 to fund close
Scottish Widows Capital Protected 12 since Oct 19 2009 to fund close
Scottish Widows Capital Protected 13 since Feb 03 2010 to fund close
Scottish Widows Capital Protected 14 since Feb 26 2010 to fund close
Scottish Widows Capital Protected 15 since Jun 09 2010 to fund close
Scottish Widows Capital Protected 17 since Mar 09 2011 to fund close
Scottish Widows Capital Protected 9 since Feb 18 2009 to fund close
Scottish Widows Protected Capital Solutions 6 since Jun 24 2011 to fund close
Scottish Widows Protected Capital Solutions 7 since Oct 14 2011 to fund close
Scottish Widows Overseas Fixed Interest Tracker since Sep 01 2014 to fund close
Scottish Widows HIFML UK Equity Income since Jan 01 2013 to fund close
Scottish Widows HIFML UK High Income since Jan 01 2013 to fund close
Scottish Widows HIFML International Growth since May 01 2013 to fund close
Scottish Widows Protected Capital Solutions 5 since Aug 24 2011 to fund close
Scottish Widows Protected Capital Solutions 4 since Aug 24 2011 to fund close
Scottish Widows International Equity Tracker since Sep 30 2012 to Sep 21 2014
Scottish Widows Safety Plus RIP since Sep 30 2012 to Sep 21 2014
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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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