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You are here: Manager factsheet

Alasdair Ross

Threadneedle Investment Servic, Threadneedle Management Luxemb, Omnis Investments Ltd
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FE Trustnet verdict
Overall, performing about the same as the peer group composite. Nevertheless, over a long track record, the manager has outperformed the peer group more often than not. stock picking has not really benefited results, which have not been particularly exposed to falling markets.
Manager profile
Alasdair Ross is Head of Investment Grade Credit, EMEA, with responsibility for our UK and European investment grade corporate credit teams based in London. Alasdair is lead portfolio manager across various global, euro and UK corporate credit portfolios including Threadneedle (Lux) Global Corporate Bond Fund, Threadneedle European Corporate Bond Fund, Threadneedle UK Corporate Bond Fund and is also deputy portfolio manager on the Threadneedle Credit Opportunities Fund.Alasdair’s investment background is as a fundamental, bottom-up, investment grade credit analyst. Between joining the company in 2003 and becoming a portfolio manager in 2007, he had responsibility for covering the TMT, utility and energy sectors, as well as the sterling whole business securitisation sector.Prior to joining the company, Alasdair worked at BP plc in a rotation of commercial roles. Alasdair has a first class honours degree in Politics, Philosophy and Economics from the University of Oxford.He also holds the Chartered Financial Analyst designation.
Total return for Alasdair Ross
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
 
 
 
 
 
1-37m
 
 
 
 
 
 
 
 
 
13-49m
 
 
 
 
 
 
 
 
 
25-61m
 
 
 
 
 
 
 
 
 
37-73m
 
 
 
 
 
 
 
 
 
49-85m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Alasdair Ross

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
Alasdair Ross 8.6 1.0 2.8 10.0 4.2 4.3 8.3 5.8 8.0 16.2
Peer Group Composite 7.6 0.9 3.8 7.3 5.8 4.4 6.2 5.6 7.1 14.5
Over / Under 1.0 0.1 -1.0 2.7 -1.6 -0.1 2.1 0.2 0.9 1.7
Performance vs peer group composite: Alasdair Ross
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
7 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
3 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
7 years
out of a possible 10
 
Falling markets
UpDown
Outperformed peer group composite
0 years
out of a possible 0
Funds currently managed
Fund Sole/Co-managed Sector Periods
Threadneedle Monthly Extra Income Co-managed UT UK Equity & Bond Income since Apr 01 2009 to present
Threadneedle (Lux) Global Corporate Bond Lead manager FO Fixed Int - Global since Jun 17 2014 to present
Threadneedle UK Corporate Bond Lead manager UT Sterling Corporate Bond since Jun 01 2015 to present
Threadneedle Sterling Short Dated Corporate Bond Lead manager UT Sterling Corporate Bond since Dec 09 2016 to present
Threadneedle Dollar Bond Lead manager UT Global Bonds since Oct 01 2017 to present
Threadneedle (Lux) Global Investment Grade Credit Opportunities Co-managed FO Fixed Int - Global since Mar 27 2018 to present
Threadneedle (Lux) European Corporate Bond Lead manager FO Fixed Int - EUR Corporate Bond since Sep 21 2018 to present
Omnis Sterling Corporate Bond Co-managed UT Sterling Corporate Bond since Sep 29 2018 to present
Funds managed previously
Fund Periods
Threadneedle Navigator Income since Oct 01 2007 to Sep 30 2013
Threadneedle Sterling Medium and Long Dated Corporate Bond since Nov 01 2011 to Sep 30 2017
Threadneedle Credit Opportunities since Apr 24 2012 to Oct 31 2016
Omnis UK Bond since Jun 01 2015 to fund close
Threadneedle Navigator Income since Jun 01 2015 to fund close
Threadneedle III UK Corporate Bond since Nov 01 2011 to Sep 30 2013
Threadneedle III UK Corporate Bond since Jun 01 2015 to fund close
Threadneedle Strategic Bond since Jun 01 2015 to Oct 16 2016
Threadneedle European Bond since Jun 30 2010 to Jul 31 2010
Data provided by FE. Care has been taken to ensure that the information is correct, but FE 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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