I Agree

We have updated our Privacy and Cookie Policy. By clicking "I Agree" below, you acknowledge that you accept our Privacy and Cookie Policy and Terms of Use.


This site uses cookies. Some of the cookies are essential for parts of the site to operate and have already been set. You may delete and block all cookies from this site, but if you do, parts of the site may not work. To find out more about cookies used on Trustnet and how you can manage them, see our Privacy and Cookie Policy.

By clicking "I Agree" below, you acknowledge that you accept our Privacy Policy and Terms of Use.

For more information Click here



It's look like you're leaving us

What would you like us to do with the funds you've selected

Show me all my options Forget them Save them
Customise this table
You are here: Manager factsheet

Philip Matthews

Wise Funds Limited
pdfIcon Manager factsheet pdf    rss feed RSS Feed
Trustnet verdict
Overall, performing about the same as the peer group composite. However, over a long track record, the manager has under-performed the peer group more often than not. stock picking has made a contribution to results, which have tended to be relatively better in a falling market.
Manager profile
Philip joined the Wise Funds team in September 2018 as Co-portfolio manager, having known Tony for a decade in his role as a UK Equity manager both at Jupiter and Schroders. Philip began his fund management career at Jupiter in 1999, spending 13 years managing 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
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 : 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 -11.7 -0.1 13.9 11.7 -0.2 5.2 4.8 18.2 4.9 12.4
Peer Group Composite -1.9 3.9 10.3 19.1 -2.3 8.5 4.9 19.8 -1.2 15.0
Over / Under -9.8 -4.0 3.6 -7.4 2.1 -3.3 -0.1 -1.6 6.1 -2.6
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
Outperformed peer group composite
3 years
out of a possible 10
Overall markets
Underperformed peer group composite
7 years
out of a possible 10
Rising markets
Outperformed peer group composite
1 year
out of a possible 7
Falling markets
Outperformed peer group composite
2 years
out of a possible 3
Funds currently managed
Fund Sole/Co-managed Sector Periods
TB Wise Multi-Asset Growth Co-managed IA Flexible Investment since Sep 01 2018 to present
TB Wise Multi-Asset Income Co-managed IA Flexible Investment 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 Plc since Oct 30 2014 to Jun 29 2018
Jupiter UK Smaller Companies since Aug 01 2002 to Feb 28 2006
Scottish Widows HIFML UK Focus since Oct 16 2013 to fund close
Jupiter Income Trust 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.

You are currently using an old browser which will not be supported by Trustnet after 31/07/2016. To ensure you benefit from all features on the site, please update your browser.   Close