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You are here: Manager factsheet

Rod Oscroft

Legal & General UT Mgr Ltd
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Trustnet verdict
Overall, performing worse than the peer group composite. Over a long 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
Rod joined LGIM in 2000 and has been the Fund Manager for the UK Smaller Companies Trust since August 2013. He focuses on UK small and mid-cap funds which are typically concentrated, conviction weighted, benchmark agnostic portfolios. In Q3 2016, he was appointed co-head of Active Equity alongside Nick Hartley. Rod joined LGIM from Hermes Investment Management where he specialized in small company research. Prior to this, Rod worked in the transport asset rental industry. He graduated from Cambridge University with an Honours degree in Economics.
Total return for Rod Oscroft
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
 
 
 
 
 
10-46m
 
 
 
 
 
 
 
 
 
22-58m
 
 
 
 
 
 
 
 
 
34-70m
 
 
 
 
 
 
 
 
 
46-82m
 
 
 
 
 
 
 
 
 
58-94m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Rod Oscroft

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
Rod Oscroft -11.0 -20.2 4.4 10.6 2.2 10.9 11.3 31.5 12.9 21.8
Peer Group Composite -3.5 -6.2 10.1 26.0 5.2 10.0 10.7 29.7 9.2 17.4
Over / Under -7.5 -14.0 -5.7 -15.4 -3.0 0.9 0.6 1.8 3.7 4.4
Performance vs peer group composite: Rod Oscroft
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
5 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
5 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
5 years
out of a possible 8
 
Falling markets
UpDown
Outperformed peer group composite
0 years
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
L&G UK Smaller Companies Trust Lead manager IA UK Smaller Companies since Jul 01 2001 to present
L&G UK Alpha Trust Lead manager IA UK All Companies since Jan 01 2018 to present
Funds managed previously
Fund Periods
L&G Growth Trust since Jul 01 2013 to Mar 31 2015
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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