PLEASE TELL US A LITTLE ABOUT YOURSELF SO THAT WE CAN DISPLAY THE MOST
APPROPRIATE CONTENT TO YOU:

This site uses cookies. Some of the cookies are essential for parts of the site to operate and have already been set. You may delete and block all cookies from this site, but if you do, parts of the site may not work. To find out more about cookies used on Trustnet and how you can manage them, see our Privacy and Cookie Policy.

By clicking "I Agree" below, you acknowledge that you accept our Privacy Policy and Terms of Use.

For more information Click here

Login

Password Reminder
Not Registered? Click Here

Register

Register
It's look like you're leaving us

What would you like us to do with the funds you've selected

Show me all my options Forget them Save them
Customise this table
You are here: Manager factsheet

Will McIntosh Whyte
Rathbones Asset Management Lim
pdfIcon Manager factsheet pdf    rss feed RSS Feed
Manager profile
Will is responsible for managing the Rathbone Multi-Asset Portfolio funds. He joined the charities team at Rathbones in 2007, and was appointed as an investment manager in 2011, running institutional multi-asset mandates. He has been with the Multi-Asset team since 2015. Will graduated from the University of Manchester Institute of Science and Technology with a BSc Hons in Management, and is a CFA charterholder.
Total return for Will McIntosh Whyte
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 : Will McIntosh Whyte

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
Will McIntosh Whyte 14.4 1.0 -9.0 16.4 0.7 8.3 -1.4 7.9 12.0 -
Peer Group Composite 13.6 1.7 -9.0 13.5 -0.1 6.9 -1.8 6.5 15.1 -
Over / Under 0.8 -0.7 0.0 2.9 0.8 1.4 0.4 1.4 -3.1 -
Performance vs peer group composite: Will McIntosh Whyte
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
6 years
out of a possible 9
 
Overall markets
Up
Underperformed peer group composite
3 years
out of a possible 9
 
Rising markets
UpDown
Outperformed peer group composite
4 years
out of a possible 6
 
Falling markets
UpDown
Outperformed peer group composite
2 years
out of a possible 3
Funds currently managed
Fund Sole/Co-managed Sector Periods
Rathbone SICAV Multi-Asset Enhanced Growth Portfolio Co-managed (deputy) FO Mixed Asset - Aggressive since May 17 2016 to present
Rathbone SICAV Multi-Asset Strategic Growth Portfolio Co-managed (deputy) FO Mixed Asset - Flexible since May 17 2016 to present
Rathbone SICAV Multi-Asset Total Return Portfolio Co-managed (deputy) FO Mixed Asset - Cautious since May 17 2016 to present
Rathbone Enhanced Growth Portfolio Co-managed IA Volatility Managed since Jul 01 2019 to present
Rathbone Strategic Growth Portfolio Co-managed IA Volatility Managed since Jul 01 2019 to present
Rathbone Strategic Income Portfolio Co-managed IA Volatility Managed since Jul 01 2019 to present
Rathbone Total Return Portfolio Co-managed IA Volatility Managed since Jul 01 2019 to present
Rathbone Defensive Growth Portfolio Co-managed IA Volatility Managed since Jun 22 2020 to present
Rathbone Dynamic Growth Portfolio Co-managed IA Volatility Managed since Jun 22 2020 to present
Rathbone Greenbank Dynamic Growth Portfolio Co-managed IA Volatility Managed since Mar 29 2021 to present
Rathbone Greenbank Strategic Growth Portfolio Co-managed IA Volatility Managed since Mar 29 2021 to present
Rathbone Greenbank Total Return Portfolio Co-managed IA Volatility Managed since Mar 29 2021 to present
Funds managed previously
Fund Periods
Rathbone Enhanced Growth Portfolio since Oct 01 2015 to Jun 30 2019
Rathbone Strategic Growth Portfolio since Oct 01 2015 to Jun 30 2019
Rathbone Strategic Income Portfolio since Oct 01 2015 to Jun 30 2019
Rathbone Total Return Portfolio since Oct 01 2015 to Jun 30 2019
News & Research: Related articles sector Sector fund Fund group Group manager Manager
Group The equity funds on track to beat the market for the sixth year in a row By Gary Jackson  21-Nov-2024
Sector Mixed asset, equity income and Trump trades: The funds that investors have been eyeing in 2024’s second half By Gary Jackson  15-Nov-2024
Group Stocks set to thrive following the UK’s Budget By Patrick Sanders  13-Nov-2024
Fund Sell gold and credit, trade govvies: How Rathbones’ multi-asset chief is navigating the US election and UK Budget By Emma Wallis  12-Nov-2024
Sector M&G sustainability range loses Square Mile ratings on fund merger plans By Gary Jackson  05-Nov-2024
Sector Five conservative funds to protect and grow your capital By Emma Wallis  28-Oct-2024
Group My daughter is a better investor than me By Jonathan Jones  11-Oct-2024
Sector Two-fund portfolios: The multi-asset approach By Matteo Anelli  11-Oct-2024
Group Is the Bank of England right to fear a global equity market sell-off? By Patrick Sanders  09-Oct-2024
Group Funds to hold alongside Jupiter India By Matteo Anelli  18-Sep-2024
Sector Cash, gold and govvies: Are the traditional havens still safe and sound? By Emma Wallis  16-Sep-2024
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.

LATEST :

Five reasons to keep hold of your defensive funds

13:00 | Monday, January 20, 2014

Close

You are currently using an old browser which will not be supported by Trustnet after 31/07/2016. To ensure you benefit from all features on the site, please update your browser.   Close

© Trustnet Limited 2024. All Rights Reserved.
Please read our Terms of Use / Disclaimer and Privacy and Cookie Policy.
Data supplied in conjunction with Refinitiv and London Stock Exchange Plc