Simon Webber

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Manager factsheet

Simon Webber
Schroder Investmt Mgt(EUR)S.A.
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Manager profile

Simon joined Schroders in 1999. His Investment career commenced in 1999. He is a Lead portfolio manager for Global & International Equities. Based in London. He assumed the lead portfolio manager role in October 2013, having managed generalist portfolios for the global and international equity team since 2007. Simon initially joined the Global and International Equities team in September 2004 as a dedicated Global Sector Specialist. He has additionally led the development of the Global Climate Change Equity strategy at Schroders in 2006, resulting in the launch of Schroder ISF Global Climate Change Equity in June 2007. Prior to joining the Global and International Equities team, Simon was a fund manager on the Schroders US Desk, specializing in technology and industrials. In late 2002 he also assumed analytical responsibilities for the US telecom, media & software sectors, and later managed the Schroder US Dynamic Growth Fund. Simon joined Schroders in 1999 as a research analyst on the global technology team. CFA charterholder. He completed BSc (Hons) in Physics, University of Manchester.

FOLLOW ON FUNDSWIRE

Annualised total return over 17.9 years

+7.7%

Cumulative performance (% growth)

	1 year	3 years	5 years	7 years	10 years
Simon Webber	-4.2	6.8	57.1	74.1	139.8
Peer Group Composite	-0.9	11.1	48.3	58.7	106.4
Over / Under	-3.3	-4.3	8.8	15.4	33.4

Total return for Simon Webber

Discrete calendar year performance : Simon Webber

Discrete performance

	0-12m	12-24m	24-36m	36-48m	48-60m	60-72m	72-84m	84-96m	96-108m	108-120m

Simon Webber	-4.2	11.6	1.1	-1.1	48.9	0.4	10.4	7.9	27.9	-0.2
Peer Group Composite	-0.9	11.8	1.2	0.4	32.9	-1.6	8.8	6.4	25.5	-2.4
Over / Under	-3.3	-0.2	-0.1	-1.5	16.0	2.0	1.6	1.5	2.4	2.2

Performance vs peer group composite: Simon Webber

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

6 years

out of a possible 10

Overall markets

Underperformed peer group composite

4 years

out of a possible 10

Rising markets

Outperformed peer group composite

4 years

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

Schroder ISF Global Climate Change Equity	Co-managed	FO Equity - Ethical	since Jun 29 2007 to present
Schroder ISF Global Climate Leaders	Co-managed	FO Equity - Ethical	since Oct 05 2021 to present

Funds managed previously

Fund	Periods

Schroder SSSF International Equity	since Oct 30 2013 to fund close
Schroder Global Climate Change	since Sep 28 2007 to fund close
Schroder Global Alpha Plus	since Oct 30 2013 to Nov 30 2017
Schroder Global Equity	since Oct 30 2013 to Oct 30 2014
Schroder ISF Global Equity	since Oct 30 2013 to Oct 30 2014
Schroder ISF Global Equity Alpha	since Nov 01 2013 to Oct 30 2014