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You are here: Manager factsheet

Philip Matthews
Wise Funds Limited
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Manager profile
Philip joined the Wise Funds team in September 2018 as Co-portfolio manager. He started his career at Jupiter in 1999, during this period he has managed retail and institutional equity portfolios. His portfolios focussed on income generation and he has experience investing into UK companies across the market cap spectrum. In 2013 he joined Schroders, where he managed their UK Alpha Plus portfolio and UK Growth Investment Trust.
Total return for Philip Matthews
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
 
 
 
 
 
61-97m
 
 
 
 
 
 
 
 
 
73-109m
 
 
 
 
 
 
 
 
 
85-121m
 
 
 
 
 
 
 
 
 
97-133m
 
 
 
 
 
 
 
 
 
109-145m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Philip Matthews

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
Philip Matthews 14.2 0.3 -1.3 21.2 0.5 8.2 8.9 10.2 4.6 2.3
Peer Group Composite 15.1 2.6 -7.0 12.6 5.5 9.0 3.8 16.6 4.2 5.0
Over / Under -0.9 -2.3 5.7 8.6 -5.0 -0.8 5.1 -6.4 0.4 -2.7
Performance vs peer group composite: Philip Matthews
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
4 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
6 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
3 years
out of a possible 9
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 1
Funds currently managed
Fund Sole/Co-managed Sector Periods
IFSL Wise Multi-Asset Growth Co-managed IA Flexible Investment since Sep 01 2018 to present
IFSL Wise Multi-Asset Income Co-managed IA Mixed Investment 40-85% Shares since Sep 01 2018 to present
Funds managed previously
Fund Periods
Jupiter Growth & Income since Jun 01 2001 to Apr 30 2013
Schroder UK Alpha Plus since Oct 16 2013 to Feb 28 2018
Baillie Gifford UK Growth Trust Plc since Oct 30 2014 to Jun 29 2018
Scottish Widows HIFML UK Focus since Oct 16 2013 to fund close
Jupiter UK Income since Mar 01 2011 to Apr 30 2013
Jupiter UK Alpha since Jan 01 2013 to Apr 30 2013
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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