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You are here: Manager factsheet

Alex Lyle

FE fundinfo Alpha Manager
Threadneedle Investment Servic, Omnis Investments Ltd, Embark Investments Limited
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Trustnet verdict
Overall, performing better than the peer group composite. Over a long track record, the manager has, period by period, consistently managed to outperform the peer group. Good stock picking has had a material positive impact on results, which have not been particularly exposed to falling markets.
Manager profile
Alex Lyle is Head of Managed Funds, EMEA. In this role he takes responsibility for a large number of the company’s managed funds, is a member of the Asset Allocation Committee and is a key investment contact between the company and a number of its major clients.He joined the company in 1994 and was appointed Joint Head of UK / European Equity teams in 1999 and became Head of Managed Funds in 2003.Alex started his career at Hambros Bank’s¹ Unit Trust Division, which was acquired by Allied Dunbar² in 1981 and subsequently became part of Threadneedle Asset Management Limited in 1994. He managed UK equity portfolios for more than 20 years. He has a degree in Geography from Oxford University.
Total return for Alex Lyle
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
 
 
 
 
 
7-43m
 
 
 
 
 
 
 
 
 
19-55m
 
 
 
 
 
 
 
 
 
31-67m
 
 
 
 
 
 
 
 
 
43-79m
 
 
 
 
 
 
 
 
 
55-91m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Alex Lyle

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
Alex Lyle 5.0 1.9 3.1 20.1 -0.4 11.1 4.9 21.9 -3.5 14.8
Peer Group Composite 1.3 0.7 3.0 17.0 -3.3 8.8 3.5 18.6 -4.4 11.6
Over / Under 3.7 1.2 0.1 3.1 2.9 2.3 1.4 3.3 0.9 3.2
Performance vs peer group composite: Alex Lyle
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
10 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
0 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
8 years
out of a possible 8
 
Falling markets
UpDown
Outperformed peer group composite
2 years
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
Threadneedle Managed Equity Lead manager IA Flexible Investment since Apr 01 2008 to present
Threadneedle Managed Equity & Bond Lead manager IA Mixed Investment 20-60% Shares since Apr 01 2008 to present
Threadneedle Managed Equity Focused Lead manager IA Mixed Investment 40-85% Shares since Apr 01 2008 to present
Omnis Managed Adventurous Lead manager IA Unclassified since Mar 02 2009 to present
Omnis Managed Balanced Lead manager IA Unclassified since Mar 02 2009 to present
Omnis Managed Cautious Lead manager IA Unclassified since Mar 02 2009 to present
Embark Horizon Multi-Asset I Lead manager IA Mixed Investment 20-60% Shares since Mar 27 2015 to present
Embark Horizon Multi-Asset II Lead manager IA Mixed Investment 20-60% Shares since Mar 27 2015 to present
Embark Horizon Multi-Asset III Lead manager IA Mixed Investment 40-85% Shares since Mar 27 2015 to present
Embark Horizon Multi-Asset IV Lead manager IA Mixed Investment 40-85% Shares since Mar 27 2015 to present
Embark Horizon Multi-Asset V Lead manager IA Flexible Investment since Mar 27 2015 to present
Threadneedle Managed Bond Lead manager IA Unclassified since Feb 01 2017 to present
Threadneedle Managed Bond Focused Lead manager IA Mixed Investment 0-35% Shares since Feb 01 2017 to present
Funds managed previously
Fund Periods
Threadneedle Navigator Growth since Apr 12 1997 to fund close
Threadneedle Navigator UK Index Tracker since Apr 12 1999 to fund close
Threadneedle Navigator Adventurous Managed since May 31 2003 to fund close
Threadneedle Navigator Balanced Managed since May 31 2003 to fund close
Threadneedle Navigator Cautious Managed since May 31 2003 to fund close
Threadneedle Navigator Growth Managed since May 31 2003 to fund close
Threadneedle (Lux) Global Dynamic Real Return since Oct 01 2009 to Nov 30 2015
Threadneedle UK Institutional since Dec 01 1999 to Apr 30 2003
Threadneedle Multi-Asset Zurich I since Dec 12 2013 to fund close
Threadneedle Multi-Asset Zurich II since Dec 12 2013 to fund close
Threadneedle Multi-Asset Zurich III since Dec 12 2013 to fund close
Threadneedle Multi-Asset Zurich IV since Dec 12 2013 to fund close
Threadneedle Multi-Asset Zurich V since Dec 12 2013 to fund close
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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