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You are here: Manager factsheet

Ugo Montrucchio
BlackRock Index Selection Fund, Schroder UT Managers
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Manager profile
Multi-Asset Portfolio Manager Joined Schroders in December 2013 and is based in London. Ugo is a portfolio manager for the Strategic Beta portfolios and member of the European portfolio management team. He is also a member of the Credit risk premia research team. Prior to joining Schroders, Ugo worked as a Director at BlackRock from 2007 (formerly Barclays Global Investors) where he was the lead portfolio manager specialising in diversified growth and risk parity strategies. He joined as a research associate in 2006 in the Liability Driven Investment (LDI) Team. Prior to this, Ugo worked as a fixed income investment analyst at Barings Asset Management from 2004 to 2006. He was the joint portfolio manager specialising in a bespoke cash-based LDI strategy. Ugo’s career commenced in 2000 at Barra International Ltd, where he worked as a consultant to portfolio/risk managers CFA and CAIA Charterholder BSc in Economics, Turin (Italy); MSc Finance, Greenwich (UK)
Total return for Ugo Montrucchio
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
 
 
 
 
 
53-89m
 
 
 
 
 
 
 
 
 
65-101m
 
 
 
 
 
 
 
 
 
77-113m
 
 
 
 
 
 
 
 
 
89-125m
 
 
 
 
 
 
 
 
 
101-137m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Ugo Montrucchio

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
Ugo Montrucchio 6.8 -6.2 -0.5 7.2 -6.1 -1.0 2.5 10.7 1.2 -2.9
Peer Group Composite 7.2 -2.7 2.9 15.6 -3.6 3.2 0.0 15.2 -2.0 7.8
Over / Under -0.4 -3.5 -3.4 -8.4 -2.5 -4.2 2.5 -4.5 3.2 -10.7
Performance vs peer group composite: Ugo Montrucchio
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
2 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
8 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
1 year
out of a possible 7
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 3
Funds currently managed
Fund Sole/Co-managed Sector Periods
BlackRock Market Advantage Strategy Lead manager FO Mixed Asset - Flexible since May 14 2013 to present
Schroder Flexible Retirement Co-managed IA Unclassified since Jul 24 2015 to present
Funds managed previously
Fund Periods
Schroder ISF Sustainable Conservative since Dec 01 2011 to Jun 20 2021
Schroder ISF Global Multi Asset Balanced since Sep 28 2009 to Aug 31 2018
Schroder ISF Sustainable Conservative since Dec 01 2012 to Jun 21 2021
Schroder ISF Global Multi Asset Balanced since Jul 02 2012 to Aug 31 2018
Schroder ISF Strategic Beta since May 28 2014 to fund close
Schroder Strategic Beta since Nov 27 2013 to fund close
Schroder ISF Sustainable Multi-Asset since Jan 21 2020 to Feb 29 2024
Schroder ISF Multi-Asset PIR Italia since Dec 13 2017 to fund close
Schroder Cross Asset Momentum since Jul 09 2018 to Apr 30 2020
Schroder SSF Multi-Asset Dynamic since Apr 04 2018 to fund close
SJP Alternative Assets since Apr 01 2013 to Aug 31 2013
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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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