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You are here: Manager factsheet

Charles Somers

FE fundinfo Alpha Manager
Schroder Investmt Mgt(EUR)S.A., Schroder UT Managers
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Manager profile
Charles is a Portfolio Manager for the Global Alpha Plus strategy, Global Sustainable Growth strategy, and number of specialist institutional global equity portfolios. He also has global sector responsibility for consumer staples as one of the team’s Global Sector Specialists. Charles initially joined Schroders in 1998 as a research analyst on the US desk in London. In 2001 he was seconded to Schroders' New York office, where he covered healthcare and financial stocks. He returned to London in 2002 to join the Pan European research team, taking responsibility for the consumer staples sector. In 2006 Charles left Schroders to take a position as a portfolio manager at Intrinsic Value Investors, a long-only fund management company focused on European equities. He returned to Schroders in 2008 to take the position of Global Sector Specialist for consumer discretionary and consumer staples. Charles is a CFA Charterholder.
Total return for Charles Somers
Discrete calendar year performance : Charles Somers

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
Charles Somers 15.2 1.2 2.6 45.3 0.9 13.2 2.4 28.8 -2.0 20.6
Peer Group Composite 15.3 -1.7 7.6 38.9 -5.8 8.7 2.7 26.4 -3.3 13.3
Over / Under -0.1 2.9 -5.0 6.4 6.7 4.5 -0.3 2.4 1.3 7.3
Performance vs peer group composite: Charles Somers
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
4 years
out of a possible 7
 
Falling markets
UpDown
Outperformed peer group composite
3 years
out of a possible 3
Funds currently managed
Fund Sole/Co-managed Sector Periods
Schroder ISF Global Sustainable Growth Co-managed FO Equity - Ethical since Nov 23 2010 to present
Schroder ISF Changing Lifestyles Co-managed FO Equity - International since Jan 13 2020 to present
Schroder Global Sustainable Growth Co-managed IA Global since Aug 01 2022 to present
Funds managed previously
Fund Periods
Schroder Global Alpha Plus since Oct 30 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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