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You are here: Manager factsheet

Tom Caddick

Santander Asset Mgmt UK Ltd
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FE Trustnet verdict
Overall, performing about the same as the peer group composite. Nevertheless, over a long track record, the manager has outperformed the peer group more often than not. Stockpicking has not really benefited results, which have not been particularly exposed to falling markets.
Manager profile
Tom Caddick, Head of Global Multi Asset Solutions, joined Santander Asset Management in early 2011 and has overall department responsibility, heading a team of over 20 investment professionals across four locations with in excess of €11 billion asset under management and the same again under advice. Tom has over 15 years’ fund management experience and was previously Head of Multi Manager and Fund Selection at LV=Asset Management. Before joining LV, Tom was a Fund Manager at F&C Asset Management. Tom holds a BA (Hons) degree in Accounting and Finance.
Total return for Tom Caddick
 
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
 
 
 
 
 
0-36m
 
 
 
 
 
 
 
 
 
12-48m
 
 
 
 
 
 
 
 
 
24-60m
 
 
 
 
 
 
 
 
 
36-72m
 
 
 
 
 
 
 
 
 
48-84m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Tom Caddick

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
Tom Caddick 6.1 12.1 13.2 -6.8 8.9 10.8 -21.3 8.2 10.2 20.8
Peer Group Composite 4.1 10.9 6.9 -6.1 8.5 8.4 -14.9 10.0 8.6 18.3
Over / Under 2.0 1.2 6.3 -0.7 0.4 2.4 -6.4 -1.8 1.6 2.5
Performance vs peer group composite: Tom Caddick
How a manager matches up against his peers gives you some idea of how talented he is. 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
7 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
3 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
7 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
Santander Atlas Portfolio 3 Co-managed IMA Unclassified since Jan 17 2011 to present
Santander Atlas Portfolio 4 Co-managed IMA Unclassified since Jan 17 2011 to present
Santander Atlas Portfolio 5 Co-managed IMA Unclassified since Jan 17 2011 to present
Santander Atlas Portfolio 6 Co-managed IMA Unclassified since Jan 17 2011 to present
Santander Atlas Portfolio 7 Co-managed IMA Unclassified since Jan 17 2011 to present
Santander Investment Portfolio Co-managed IMA Unclassified since Jan 17 2011 to present
Santander Max 100% Shares Portfolio Co-managed IMA Unclassified since Jan 17 2011 to present
Santander Max 50% Shares Portfolio Co-managed IMA Unclassified since Jan 17 2011 to present
Santander Max 60% Shares Income Portfolio Co-managed IMA Unclassified since Jan 17 2011 to present
Santander Max 70% Shares Co-managed IMA Unclassified since Jan 17 2011 to present
Santander Max 70% Shares Portfolio Co-managed IMA Unclassified since Jan 17 2011 to present
Santander MultiManager Balanced International Tracking Co-managed IMA Unclassified since Jan 17 2011 to present
Santander Premium US Equity Co-managed IMA North America since Jan 17 2011 to present
Santander Stockmarket 100 Tracker Growth Co-managed IMA UK All Companies since Jan 17 2011 to present
Santander Strategic Bond Co-managed IMA Sterling Strategic Bond since Jan 17 2011 to present
Funds managed previously
Fund Periods
F&C MultiManager Balanced since Feb 28 2004 to Nov 30 2007
F&C MultiManager Cautious since Feb 28 2004 to Nov 30 2007
F&C MultiManager Growth since Feb 28 2004 to Nov 30 2007
F&C MultiManager Distribution since Mar 31 2004 to Nov 30 2007
Threadneedle Balanced Managed since Dec 20 2007 to Oct 01 2010
Threadneedle Worldwide Select since Dec 20 2007 to Oct 01 2010
Threadneedle Managed Portfolio 7 since Jul 29 2008 to Oct 05 2010
Threadneedle Diversified Income since Jul 29 2008 to Oct 01 2010
Threadneedle Managed Portfolio 4 since Jul 29 2008 to Oct 01 2010
Threadneedle Managed Portfolio 5 since Jul 29 2008 to Oct 01 2010
Threadneedle Managed Portfolio 6 since Jul 29 2008 to Oct 01 2010
F&C Managed Balanced since Jan 01 2007 to Nov 30 2007
F&C Managed Growth since Jan 01 2007 to Nov 30 2007
F&C MM Lifestyle Balanced since Mar 30 2007 to Nov 30 2007
F&C MM Lifestyle Cautious since Mar 30 2007 to Nov 30 2007
F&C MM Lifestyle Defensive since Mar 30 2007 to Nov 30 2007
F&C MM Lifestyle Growth since Mar 30 2007 to Nov 30 2007
Threadneedle Managed Portfolio 3 since Jun 15 2010 to Oct 01 2010