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You are here: Manager factsheet

Robert McElvanney
Santander Asset Mgmt UK Ltd
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Manager profile
Robert has over 25 years’ experience in financial services and joined Santander Asset Management in 2016. He is head of Strategic Investment Solutions and is responsible for delivery of advisory services to the UK Bank’s pension plan and managing multi manager portfolios. Prior to joining Santander, Robert was a Principal Investment Consultant at Aon Hewitt where, he was lead investment advisor to a portfolio of corporate and trustee clients, with pension scheme assets from £100m to £12bn. Whilst there, he was cofounder of the Corporate Advisory and Insurance Solutions groups, and headed up the Transition team for several years. He is a Fellow of the Institute and Faculty of Actuaries.
Total return for Robert McElvanney
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
 
 
 
 
 
54-90m
 
 
 
 
 
 
 
 
 
66-102m
 
 
 
 
 
 
 
 
 
24-60m
 
 
 
 
 
 
 
 
 
36-72m
 
 
 
 
 
 
 
 
 
48-84m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Robert McElvanney

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
Robert McElvanney 10.9 -1.3 -1.6 17.6 1.5 -2.1 - - - -
Peer Group Composite 8.5 0.3 -0.6 22.0 0.6 -2.9 - - - -
Over / Under 2.4 -1.6 -1.0 -4.4 0.9 0.8 - - - -
Performance vs peer group composite: Robert McElvanney
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
3 years
out of a possible 6
 
Overall markets
Up
Underperformed peer group composite
3 years
out of a possible 6
 
Rising markets
UpDown
Outperformed peer group composite
2 years
out of a possible 4
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
Europe Ex UK Equities Lead manager UT Europe Excluding UK since Sep 01 2018 to present
Japan Equities Lead manager UT Japan since Sep 01 2018 to present
UK Equities Lead manager UT UK All Companies since Sep 01 2018 to present
United States Equities Lead manager UT North America since Sep 01 2018 to present
Santander Sterling Bond Income Portfolio Lead manager UT Unclassified since Oct 26 2018 to present
Santander Max 70% Shares Unit Trust Lead manager UT Mixed Investment 40-85% Shares since Nov 27 2018 to present
Santander Enhanced Income Portfolio Lead manager UT UK Equity Income since Oct 30 2020 to present
Santander Equity Income Unit Trust Lead manager UT UK Equity Income since Oct 30 2020 to present
Santander UK Growth Unit Trust Lead manager UT UK All Companies since Oct 30 2020 to present
Santander Sterling Bond Portfolio Lead manager UT Unclassified since Dec 06 2021 to present
Santander Max 30% Shares Portfolio Lead manager UT Mixed Investment 20-60% Shares since Jan 14 2022 to present
Santander Max 50% Shares Portfolio Lead manager UT Unclassified since Jan 14 2022 to present
Santander Max 70% Shares Portfolio Lead manager UT Unclassified since Jan 14 2022 to present
Funds managed previously
Fund Periods
Sterling Bond since Sep 01 2018 to fund close
Pacific Basin (Excluding Japan) Equities since Sep 01 2018 to fund close
Santander Sterling Corporate Bond since Oct 26 2018 to fund close
Santander Sterling Government Bond since Oct 26 2018 to Mar 07 2022
Santander Strategic Bond since Oct 26 2018 to fund close
Santander Investment Income Unit Trust since Oct 26 2018 to fund close
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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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