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You are here: Manager factsheet

Simon Adler
Schroder UT Managers, Schroder Investmt Mgt(EUR)S.A.
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Manager profile
Simon Adler joined Schroders in 2008 as an analyst in the UK equity team, ultimately analysing the Media, Transport, Leisure, Chemicals and Utility sectors. In 2014 I moved into a fund management role and have had experience managing Global ESG and Pan-European funds. I joined the Value investment team in July 2016 to focus on UK institutional and ethical-value portfolios.
Total return for Simon Adler
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
 
 
 
 
 
60-96m
 
 
 
 
 
 
 
 
 
72-108m
 
 
 
 
 
 
 
 
 
84-120m
 
 
 
 
 
 
 
 
 
96-132m
 
 
 
 
 
 
 
 
 
108-144m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Simon Adler

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
Simon Adler 14.1 8.2 -2.1 41.1 -22.4 4.7 1.4 - - -4.5
Peer Group Composite 20.8 1.6 -8.3 28.0 4.3 10.4 4.8 - - 7.2
Over / Under -6.7 6.6 6.2 13.1 -26.7 -5.7 -3.4 - - -11.7
Performance vs peer group composite: Simon Adler
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 8
 
Overall markets
Up
Underperformed peer group composite
5 years
out of a possible 8
 
Rising markets
UpDown
Outperformed peer group composite
2 years
out of a possible 7
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 1
Funds currently managed
Fund Sole/Co-managed Sector Periods
Schroder Global Equity Income Co-managed IA Global Equity Income since Mar 27 2018 to present
Schroder ISF Global Dividend Maximiser Co-managed IA Specialist since Apr 01 2018 to present
Schroder ISF Global Equity Yield Co-managed IA Global since Apr 01 2018 to present
Schroder Global Recovery Co-managed IA Global since Nov 01 2018 to present
Schroder ISF Global Recovery Co-managed FO Equity - International since Nov 01 2018 to present
Schroder Global Sustainable Value Equity Co-managed IA Global since Aug 16 2021 to present
Schroder ISF Global Sustainable Value Co-managed FO Equity - Ethical since Dec 02 2021 to present
Funds managed previously
Fund Periods
Schroder European Equity Impact since Mar 03 2011 to Jan 30 2016
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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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