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You are here: Manager factsheet

Matt Burgess
Royal London Asset Mgmt (IRL), RLUM (CIS) Ltd
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Manager profile
Matt Burgess – Head of Passive and Quantitative Equities, Matt has been a senior member of the equity fund management team since joining RLAM in May 2016 and has driven the expansion of RLAM’s quantitative equity capability. His team are responsible for the design, implementation and management of RLAM’s enhanced index
Total return for Matt Burgess
Manager career performance
Discrete calendar year performance : Matt Burgess

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
Matt Burgess 1.6 21.6 - - - - - - - -
Peer Group Composite -0.8 13.5 - - - - - - - -
Over / Under 2.4 8.1 - - - - - - - -
Performance vs peer group composite: Matt Burgess
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
2 years
out of a possible 2
 
Overall markets
Up
Underperformed peer group composite
0 years
out of a possible 2
 
Rising markets
UpDown
Outperformed peer group composite
1 year
out of a possible 1
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 1
Funds currently managed
Fund Sole/Co-managed Sector Periods
Royal London Global Equity Enhanced Co-managed FO Equity - International since Nov 08 2022 to present
Royal London US Equity Co-managed FO Equity - USA since Apr 29 2024 to present
Royal London US Growth Trust Co-managed UT North America since Apr 29 2024 to present
Funds managed previously
Fund Periods
Royal London Global Equity Diversified since Apr 29 2024 to Nov 10 2024
Royal London Global Equity Diversified (IRL) since Apr 29 2024 to Nov 10 2024
Royal London Global Equity Income since Apr 29 2024 to Nov 10 2024
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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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