PLEASE TELL US A LITTLE ABOUT YOURSELF SO THAT WE CAN DISPLAY THE MOST
APPROPRIATE CONTENT TO YOU:

This site uses cookies. Some of the cookies are essential for parts of the site to operate and have already been set. You may delete and block all cookies from this site, but if you do, parts of the site may not work. To find out more about cookies used on Trustnet and how you can manage them, see our Privacy and Cookie Policy.

By clicking "I Agree" below, you acknowledge that you accept our Privacy Policy and Terms of Use.

For more information Click here

Login

Password Reminder
Not Registered? Click Here

Register

Register
It's look like you're leaving us

What would you like us to do with the funds you've selected

Show me all my options Forget them Save them
Customise this table
You are here: Manager factsheet

Andrew Brough
Schroder UT Managers
pdfIcon Manager factsheet pdf    rss feed RSS Feed
Manager profile
Andy has managed the well-known Schroder UK Mid 250 Fund since its launch in November 1999. His investment career started in 1987 when he joined Schroders as a UK equity fund manager. Previously he worked at Price Waterhouse where he qualified as a chartered accountant. Andy is head of the Schroders London-based pan-European small and mid cap team.
Total return for Andrew Brough
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
 
 
 
 
 
61-97m
 
 
 
 
 
 
 
 
 
73-109m
 
 
 
 
 
 
 
 
 
85-121m
 
 
 
 
 
 
 
 
 
97-133m
 
 
 
 
 
 
 
 
 
109-145m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Andrew Brough

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
Andrew Brough 19.1 -5.1 -17.5 15.7 3.5 10.4 -7.3 26.7 3.7 12.1
Peer Group Composite 15.6 -4.1 -16.0 24.6 3.7 11.4 -4.3 22.1 5.4 10.2
Over / Under 3.5 -1.0 -1.5 -8.9 -0.2 -1.0 -3.0 4.6 -1.7 1.9
Performance vs peer group composite: Andrew Brough
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 10
 
Overall markets
Up
Underperformed peer group composite
7 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
3 years
out of a possible 7
 
Falling markets
UpDown
Outperformed peer group composite
0 years
out of a possible 3
Funds currently managed
Fund Sole/Co-managed Sector Periods
Schroder Institutional UK Smaller Companies Lead manager UT UK Smaller Companies since Mar 02 1992 to present
Schroder UK Smaller Companies Lead manager UT UK Smaller Companies since Mar 01 1994 to present
Schroder UK Mid 250 Lead manager UT UK All Companies since Oct 25 1999 to present
Funds managed previously
Fund Periods
Schroder ISF European Smaller Companies since Sep 20 2002 to May 31 2022
Schroder UK Mid Cap since Apr 30 2003 to Feb 07 2021
Omnis UK Equity since Feb 03 2014 to Jun 10 2018
Schroder ISF European Dynamic Growth since Aug 31 2005 to fund close
Halifax Smaller Companies since Dec 06 2019 to May 31 2021
Scottish Widows UK Smaller Companies since Dec 06 2019 to May 31 2021
Halifax Smaller Companies since Apr 01 2024 to fund close
Scottish Widows UK Smaller Companies since Apr 01 2024 to fund close
Halifax Smaller Companies since Dec 01 2023 to Dec 31 2023
News & Research: Related articles sector Sector fund Fund group Group manager Manager
Sector Invesco Perpetual UK Smaller Companies changes manager to Artemis By Emma Wallis  19-Dec-2024
Group Ignoring two-thirds of the market at your peril By Darius McDermott  17-Dec-2024
Group How did experts' 2024 fund picks pan out? By Matteo Anelli  09-Dec-2024
Group The equity funds on track to beat the market for the sixth year in a row By Gary Jackson  21-Nov-2024
Group The immediate fund winners from Donald Trump’s election win By Gary Jackson  11-Nov-2024
Sector Unicorn’s Peter Walls’ newest investment and favoured sectors By Emma Wallis  06-Nov-2024
Group The best and worst funds in October By Gary Jackson  01-Nov-2024
Group Against all odds: Global funds that were top-quartile in consecutive 3yr periods By Emma Wallis  24-Oct-2024
Sector High-risk investment trusts worth adding to your portfolio By Jonathan Jones  17-Oct-2024
Sector Scottish Mortgage and other underperforming trusts to hold on to By Matteo Anelli  16-Oct-2024
Sector Stocks that investment trust managers are backing for a UK recovery By James Carthew  14-Oct-2024
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.

LATEST :

Five reasons to keep hold of your defensive funds

13:00 | Monday, January 20, 2014

Close

You are currently using an old browser which will not be supported by Trustnet after 31/07/2016. To ensure you benefit from all features on the site, please update your browser.   Close

© Trustnet Limited 2024. All Rights Reserved.
Please read our Terms of Use / Disclaimer and Privacy and Cookie Policy.
Data supplied in conjunction with Refinitiv and London Stock Exchange Plc