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You are here: Manager factsheet

Ian Lance

Thesis Unit Trust Mgmt Ltd, RWC Partners, Investec Asset Management Ltd
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Manager profile
Ian joined RWC in August 2010 to launch the RWC Equity Income franchise. He was previously senior portfolio Manager at Schroders managing the Schroder Income Fund and Income Maximiser Fund together with Nick Purves. Previously Ian was the Head of European Equities and Director of Research at Citigroup Asset Management and Head of Global Research at Gartmore.
Total return for Ian Lance
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
Discrete calendar year performance : Ian Lance

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
Ian Lance 12.7 -7.1 6.4 0.3 12.6 -2.0 3.8 13.6 14.0 -4.0
Peer Group Composite 13.1 1.6 -0.1 5.3 22.4 -3.9 6.7 12.6 12.0 0.9
Over / Under -0.4 -8.7 6.5 -5.0 -9.8 1.9 -2.9 1.0 2.0 -4.9
Performance vs peer group composite: Ian Lance
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
Outperformed peer group composite
4 years
out of a possible 10
Overall markets
Underperformed peer group composite
6 years
out of a possible 10
Rising markets
Outperformed peer group composite
2 years
out of a possible 8
Falling markets
Outperformed peer group composite
2 years
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
TM Stonehage Fleming UK Equity Income Co-managed (deputy) IA Specialist since Feb 29 2008 to present
RWC UK Value Co-managed IA Specialist since Sep 30 2010 to present
RWC Enhanced Income Co-managed IA Specialist since Oct 13 2010 to present
TM RWC UK Equity Income Co-managed IA UK Equity Income since Oct 04 2018 to present
Temple Bar Investment Trust PLC Co-managed IT UK Equity Income since Nov 01 2020 to present
Funds managed previously
Fund Periods
RWC Global Enhanced Dividend since Apr 30 2014 to Oct 16 2020
Schroder Income since May 01 2007 to May 17 2010
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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