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You are here: Manager factsheet

Will McIntosh Whyte
Rathbones Asset Management Lim
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Manager profile
Will is responsible for managing the Rathbone Multi-Asset Portfolio funds. He joined the charities team at Rathbones in 2007, and was appointed as an investment manager in 2011, running institutional multi-asset mandates. He has been with the Multi-Asset team since 2015. Will graduated from the University of Manchester Institute of Science and Technology with a BSc Hons in Management, and is a CFA charterholder.
Total return for Will McIntosh Whyte
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 : Will McIntosh Whyte

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
Will McIntosh Whyte 14.4 1.0 -9.0 16.4 0.7 8.3 -1.4 7.9 12.0 -
Peer Group Composite 13.6 1.7 -9.0 13.5 -0.1 6.9 -1.8 6.5 15.1 -
Over / Under 0.8 -0.7 0.0 2.9 0.8 1.4 0.4 1.4 -3.1 -
Performance vs peer group composite: Will McIntosh Whyte
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 9
 
Overall markets
Up
Underperformed peer group composite
3 years
out of a possible 9
 
Rising markets
UpDown
Outperformed peer group composite
4 years
out of a possible 6
 
Falling markets
UpDown
Outperformed peer group composite
2 years
out of a possible 3
Funds currently managed
Fund Sole/Co-managed Sector Periods
Rathbone SICAV Multi-Asset Enhanced Growth Portfolio Co-managed (deputy) FO Mixed Asset - Aggressive since May 17 2016 to present
Rathbone SICAV Multi-Asset Strategic Growth Portfolio Co-managed (deputy) FO Mixed Asset - Flexible since May 17 2016 to present
Rathbone SICAV Multi-Asset Total Return Portfolio Co-managed (deputy) FO Mixed Asset - Cautious since May 17 2016 to present
Rathbone Enhanced Growth Portfolio Co-managed UT Volatility Managed since Jul 01 2019 to present
Rathbone Strategic Growth Portfolio Co-managed UT Volatility Managed since Jul 01 2019 to present
Rathbone Strategic Income Portfolio Co-managed UT Volatility Managed since Jul 01 2019 to present
Rathbone Total Return Portfolio Co-managed UT Volatility Managed since Jul 01 2019 to present
Rathbone Defensive Growth Portfolio Co-managed UT Volatility Managed since Jun 22 2020 to present
Rathbone Dynamic Growth Portfolio Co-managed UT Volatility Managed since Jun 22 2020 to present
Rathbone Greenbank Dynamic Growth Portfolio Co-managed UT Volatility Managed since Mar 29 2021 to present
Rathbone Greenbank Strategic Growth Portfolio Co-managed UT Volatility Managed since Mar 29 2021 to present
Rathbone Greenbank Total Return Portfolio Co-managed UT Volatility Managed since Mar 29 2021 to present
Funds managed previously
Fund Periods
Rathbone Enhanced Growth Portfolio since Oct 01 2015 to Jun 30 2019
Rathbone Strategic Growth Portfolio since Oct 01 2015 to Jun 30 2019
Rathbone Strategic Income Portfolio since Oct 01 2015 to Jun 30 2019
Rathbone Total Return Portfolio since Oct 01 2015 to Jun 30 2019
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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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