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You are here: Manager factsheet

Peter Rutter

Waverton Investment Management, Royal London Unit Tst Mgrs Ltd
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Trustnet verdict
Overall, performing better than the peer group composite. However, over a fairly lengthy track record, the manager has, period by period, over- and under-performed roughly equally. stock picking has not really benefited results, which have not been particularly exposed to falling markets.
Manager profile
Peter is Head of Global Equities and a Senior Portfolio Manager with over 14 years of experience. Prior to joining Royal London Asset Management, Peter was Head of Global Equities at Waverton Investment Management, where he worked alongside Kenney and Clarke under the same team construct. Prior to this, Peter was a partner at IronBridge Capital Management for six years, where he co-managed the £3bn IronBridge Global Select equity strategy delivering a successful 5-year performance track record. Previously, he worked closely with Kenney in the global equities team at Deutsche Asset Management. Peter graduated from Christ’s College, Cambridge University, with a starred double first class degree in Geography, is a CFA charterholder and a charteredmanagement accountant (CGMA).
Total return for Peter Rutter
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 : Peter Rutter

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
Peter Rutter 8.7 5.6 10.7 29.8 -2.4 8.9 12.2 26.1 - -
Peer Group Composite 6.6 2.4 7.6 28.3 -2.0 14.1 4.5 26.6 - -
Over / Under 2.1 3.2 3.1 1.5 -0.4 -5.2 7.7 -0.5 - -
Performance vs peer group composite: Peter Rutter
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
5 years
out of a possible 8
Overall markets
Underperformed peer group composite
3 years
out of a possible 8
Rising markets
Outperformed peer group composite
5 years
out of a possible 7
Falling markets
Outperformed peer group composite
0 years
out of a possible 1
Funds currently managed
Fund Sole/Co-managed Sector Periods
Waverton Global Core Equity Co-managed FO Equity - International since Mar 07 2014 to present
Royal London Global Equity Diversified Lead manager IA Global since Oct 10 2017 to present
Royal London Global Equity Select Lead manager IA Global since Oct 10 2017 to present
Funds managed previously
Fund Periods
Waverton Global Equity since Apr 01 2012 to Jan 22 2017
Waverton Global Equity Select since Apr 01 2012 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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