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You are here: Manager factsheet

Rory Bateman
Schroder Investment Management
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Manager profile
Rory Bateman is Head of the European equity team. His responsibilities include managing European Equity portfolios and management of the European research analysts as well as the wider team of specialist fund managers. He is also the alternate portfolio manager for the Schroder European fund. Rory joined Schroder’s in April 2008. Prior to joining Schroder’s, Rory spent 12 years at Goldman Sachs Asset Management where he was the Portfolio Manager for Continental European Equities for 8 years. In addition Rory has 12 years’ experience as an analyst covering numerous sectors across the European market. His Investment career commenced in 1995. He has got a Degree in Financial Economics and is a post-graduate in Economics.
Total return for Rory Bateman
Manager career performance
Discrete calendar year performance : Rory Bateman

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
Rory Bateman 2.8 5.1 -36.4 6.2 - - - 19.2 10.4 -1.6
Peer Group Composite 39.5 -9.0 -52.6 45.6 - - - 19.9 9.2 3.4
Over / Under -36.7 14.1 16.2 -39.4 - - - -0.7 1.2 -5.0
Performance vs peer group composite: Rory Bateman
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
3 years
out of a possible 7
 
Overall markets
Up
Underperformed peer group composite
4 years
out of a possible 7
 
Rising markets
UpDown
Outperformed peer group composite
1 year
out of a possible 5
 
Falling markets
UpDown
Outperformed peer group composite
2 years
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
Schroder British Opportunities Trust PLC Co-managed IT Growth Capital since Dec 01 2020 to present
Funds managed previously
Fund Periods
Schroder ISF European Large Cap since Jun 01 2008 to Aug 31 2017
NTMF Europe Ex UK Equity since Nov 01 2002 to fund close
Schroder European Equity Impact since Mar 03 2011 to Jan 30 2016
Schroder ISF European Dividend Maximiser since Nov 01 2010 to Aug 31 2014
Schroder ISF European Sustainable Value since Nov 01 2010 to Jul 31 2014
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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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