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You are here: Manager factsheet

Hilary Aldridge
M&G UK
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Manager profile
Hilary Aldridge has more than 18 years’ experience investing in UK equities. She joined M&G in November 2019 from DWS Group where she was Director, UK Equities and a portfolio manager and analyst in the pan-European team. Prior to this, Hilary worked at Barclays Global Investments & Solutions as a portfolio manager with the multi-manager team, and with F&C Asset Management as a Director in the UK Equities team. Hilary has a background in environmental, social and governance (ESG) investing as a manager on the F&C Stewardship funds and as an adviser to Big Issue Invest, the UK’s first social merchant bank. She graduated with an LLB in Law from the University of Birmingham.
Total return for Hilary Aldridge
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
 
 
 
 
 
54-90m
 
 
 
 
 
 
 
 
 
66-102m
 
 
 
 
 
 
 
 
 
78-114m
 
 
 
 
 
 
 
 
 
90-126m
 
 
 
 
 
 
 
 
 
102-138m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Hilary Aldridge

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
Hilary Aldridge 7.5 -11.3 -12.8 30.6 -14.2 -2.6 6.1 17.1 -2.4 7.2
Peer Group Composite 6.1 -13.0 -11.4 29.8 -15.2 1.1 6.7 18.1 -4.3 8.1
Over / Under 1.4 1.7 -1.4 0.8 1.0 -3.7 -0.6 -1.0 1.9 -0.9
Performance vs peer group composite: Hilary Aldridge
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
5 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
5 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
2 years
out of a possible 6
 
Falling markets
UpDown
Outperformed peer group composite
3 years
out of a possible 4
Funds currently managed
Fund Sole/Co-managed Sector Periods
M&G Smaller Companies Co-managed (deputy) UT UK Smaller Companies since Jul 01 2021 to present
Funds managed previously
Fund Periods
BMO UK Ethical since Oct 14 1996 to fund close
Barclays UK Alpha (Series 2) since Oct 01 2013 to fund close
Barclays UK Core since Oct 01 2013 to fund close
Barclays UK Equity Income (Series 2) since Oct 01 2013 to fund close
Barclays UK Lower Cap since Oct 01 2013 to fund close
Barclays UK Alpha since Oct 01 2013 to Dec 31 2016
Barclays UK Equity Income since Oct 01 2013 to Dec 31 2016
Barclays UK Opportunities since Oct 01 2013 to Dec 31 2016
BMO UK Growth & Income since Jun 01 2009 to fund close
BMO Special Situations since Dec 01 2007 to fund close
M&G Smaller Companies since Nov 02 2020 to Apr 30 2021
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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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