Peter Vanderlee

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Manager factsheet

Peter Vanderlee
Franklin Temp Intnl Serv SARL
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Manager profile

Peter is a member of the Income Solutions team that comanages the Dividend Strategy products. He is also a comanager of the Tactical Dividend Income strategy, Balanced Income Strategy and the LMP Capital and Income Fund. Peter has over 20 years of investment management experience and more than 10 years of related industry experience. Peter's investment industry experience includes a senior associate position in the Financial Services and Information Technology Group of Booz & Co. and a senior position as first vice president within the Information Technology Division of Citigroup Inc. Peter transitioned to a ClearBridge Investments predecessor firm in 1999. Peter received his MS in Math/Computer Science from the University of Technology, Eindhoven, Holland and his MBA from New York University's Leonard N. Stern School of Business. He is a member of the CFA Institute.

FOLLOW ON FUNDSWIRE

Annualised total return over 14.3 years

+9.1%

Cumulative performance (% growth)

	1 year	3 years	5 years	7 years	10 years
Peter Vanderlee	-5.4	23.1	42.5	60.4	127.2
Peer Group Composite	6.6	45.1	68.0	125.2	242.5
Over / Under	-12.0	-22.0	-25.5	-64.8	-115.3

Total return for Peter Vanderlee

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

75-111m

87-123m

99-135m

111-147m

123-159m

Discrete calendar year performance : Peter Vanderlee

Discrete performance

	0-12m	12-24m	24-36m	36-48m	48-60m	60-72m	72-84m	84-96m	96-108m	108-120m

Peter Vanderlee	-5.4	20.4	8.2	0.5	14.4	-0.3	12.9	2.1	3.3	32.7
Peer Group Composite	6.6	21.2	12.2	0.9	14.9	13.0	18.7	1.7	10.4	35.5
Over / Under	-12.0	-0.8	-4.0	-0.4	-0.5	-13.3	-5.8	0.4	-7.1	-2.8

Performance vs peer group composite: Peter Vanderlee

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