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You are here: Manager factsheet

Peter Vanderlee
Franklin Templeton Fund Mgt Lt, 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.
Total return for Peter Vanderlee
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 : Peter Vanderlee

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
Peter Vanderlee 22.4 -1.6 3.4 17.2 -2.3 9.5 2.6 7.0 30.1 -0.2
Peer Group Composite 24.4 2.2 -4.6 30.3 7.8 10.8 5.9 12.6 26.7 7.6
Over / Under -2.0 -3.8 8.0 -13.1 -10.1 -1.3 -3.3 -5.6 3.4 -7.8
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
Up
Outperformed peer group composite
2 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
8 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
1 year
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
FTF ClearBridge US Equity Income Co-managed UT North America since Oct 17 2011 to present
FTGF ClearBridge Tactical Dividend Income Co-managed FO Equity - International since Jun 03 2013 to present
Funds managed previously
Fund Periods
FTF ClearBridge US Equity Income since Oct 17 2011 to fund close
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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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