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You are here: Manager factsheet

Richard Rezek

Scottish Wid UT Mgr Limited
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Manager profile
Rick Rezek is a Fixed Income portfolio manager and a member of the team responsible for managing all Multi-Sector portfolios including the Value portfolios. Rick is the lead portfolio manager for the Schroder ISF Global Corporate Bond and Schroder ISF Global Credit Duration Hedged. Rick is also a credit specialist portfolio manager for the Schroder Total Return Fixed Income Fund and Schroder ISF USD Bond, as well as several US and Global corporate mandates. Rick joined Schroders in 2013 following the acquisition of STW Fixed Income Management, where he had worked since 2002. At STW, Rick was Principal, Portfolio Manager and a member of the team responsible for managing $11 billion in Multi-Sector portfolios including Short Duration, Core, Long Duration and Tax-Aware strategies. Prior to that, Rick spent seven years as Vice President and Portfolio Manager at Loomis Sayles where he managed institutional Core Fixed Income accounts and was the senior member of the group's Corporate and Mortgage team. Before that, he was Vice President of the Wells Fargo Bank Investment Management Group and Vice President and Portfolio Manager at Duff & Phelps where he specialized in the management of discretionary and advisory investment-grade fixed income portfolios for institutional and individual investors. He is CFA Charter holder and is based in New York.
Total return for Richard Rezek
Discrete calendar year performance : Richard Rezek

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
Richard Rezek 13.5 3.5 -17.8 2.7 5.4 -1.9 -4.3 -2.8 31.3 -
Peer Group Composite 10.0 3.7 -18.2 1.1 6.2 6.2 0.8 -3.0 27.1 -
Over / Under 3.5 -0.2 0.4 1.6 -0.8 -8.1 -5.1 0.2 4.2 -
Performance vs peer group composite: Richard Rezek
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
5 years
out of a possible 9
 
Overall markets
Up
Underperformed peer group composite
4 years
out of a possible 9
 
Rising markets
UpDown
Outperformed peer group composite
3 years
out of a possible 7
 
Falling markets
UpDown
Outperformed peer group composite
2 years
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
Scottish Widows Corporate Bond 1 Lead manager UT Sterling Corporate Bond since Nov 08 2019 to present
Funds managed previously
Fund Periods
Schroder ISF Global Credit Duration Hedged since Jun 30 2015 to May 26 2020
Schroder ISF Global Corporate Bond since Jun 30 2015 to Feb 28 2018
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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