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You are here: Manager factsheet

QEP Investment Team
Schroder UT Managers, Schroder Investmt Mgt(EUR)S.A.
pdfIcon Manager factsheet pdf    rss feed RSS Feed
Manager profile
Manager biography not available
Total return for QEP Investment Team
Manager career performance
Discrete calendar year performance : QEP 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
QEP Investment Team 1.4 18.8 -3.6 12.7 22.3 -7.7 7.6 -4.0 30.5 -1.1
Peer Group Composite -0.1 15.0 -3.7 6.3 34.5 -5.0 7.4 2.2 24.8 -2.6
Over / Under 1.5 3.8 0.1 6.4 -12.2 -2.7 0.2 -6.2 5.7 1.5
Performance vs peer group composite: QEP 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
7 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
3 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
4 years
out of a possible 6
 
Falling markets
UpDown
Outperformed peer group composite
3 years
out of a possible 4
Funds currently managed
Fund Sole/Co-managed Sector Periods
Schroder QEP Global Core Co-managed UT Global since Jan 31 2000 to present
Schroder QEP US Core Co-managed UT North America since Sep 30 2002 to present
Schroder QEP Global Active Value Co-managed UT Global since Dec 21 2005 to present
Schroder ISF QEP Global Active Value Co-managed FO Equity - Ethical since Apr 01 2022 to present
Schroder ISF QEP Global Core Co-managed FO Equity - Ethical since Apr 01 2022 to present
Schroder ISF QEP Global Emerging Markets Co-managed FO Equity - Emerging Markets since Apr 01 2022 to present
Schroder ISF QEP Global ESG Co-managed FO Equity - Ethical since Apr 01 2022 to present
Schroder ISF QEP Global ESG ex Fossil Fuels Co-managed FO Equity - Ethical since Apr 01 2022 to present
Schroder ISF QEP Global Quality Co-managed FO Equity - Ethical since Apr 01 2022 to present
Funds managed previously
Fund Periods
Schroder ISF QEP Global Core since Sep 30 2001 to Mar 31 2022
Schroder ISF QEP Global Active Value since Oct 29 2004 to Mar 31 2022
Schroder ISF QEP Global Quality since Oct 17 2007 to Mar 31 2022
Schroder ISF QEP Global Equity Market Netural since Aug 03 2010 to fund close
Schroder ISF QEP Global Emerging Markets since Mar 29 2012 to Mar 31 2022
Schroder ISF QEP Global Blend since Feb 29 2012 to fund close
Schroder ISF QEP Global ESG since Sep 24 2015 to Mar 31 2022
Schroder ISF QEP Global ESG ex Fossil Fuels since Dec 17 2018 to Mar 31 2022
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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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