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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, period by period, consistently managed to outperform the peer group. Stockpicking has not really benefited results, which have tended to be relatively better in a rising market.
Manager profile
Tom Caddick, Head of Multi Manager at Santander Asset Management UK, has 13 years’ experience in fund management and has held several senior fund manager roles during this time. Prior to joining Santander Asset Management UK in January 2011, Tom was at LV=Asset Management for three years where he established the Standard & Poor’s ‘A’ rated Multi Manager department and helped spearhead the Group’s move into retail asset management. He was Head of Multi Manager and Fund Selection, lead manager on eight retail OEICs and responsible for all aspects of the department, including investment performance and process, client presentations and media activity. Previously, Tom was a Multi Manager Fund Manager at F&C Asset Management (formerly ISIS Asset Management) where he was responsible for fund analysis, portfolio construction and reporting. During this time, he also played an active role in marketing and growing the funds, reaching £1bn on his departure. Prior to this, Tom was a Private Client Investment Manager at Principle Investment Management and Ashcourt Asset Management, responsible for individual client portfolios.
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 5.3 12.4 2.4 1.8 33.8 -19.5 -11.1 6.9 22.3 12.3
Peer Group Composite 3.4 10.1 -0.9 2.2 32.6 -19.8 -3.1 5.0 20.9 9.9
Over / Under 1.9 2.3 3.3 -0.4 1.2 0.3 -8.0 1.9 1.4 2.4
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
8 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
2 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
6 years
out of a possible 7
 
Falling markets
UpDown
Outperformed peer group composite
2 years
out of a possible 3
Funds currently managed
Fund Sole/Co-managed Sector Periods
Santander Atlas Portfolio 3 Co-managed UT Unclassified since Jan 17 2011 to present
Santander Atlas Portfolio 4 Co-managed UT Unclassified since Jan 17 2011 to present
Santander Atlas Portfolio 5 Co-managed UT Unclassified since Jan 17 2011 to present
Santander Atlas Portfolio 6 Co-managed UT Unclassified since Jan 17 2011 to present
Santander Atlas Portfolio 7 Co-managed UT Unclassified since Jan 17 2011 to present
Santander Investment Portfolio Co-managed UT Unclassified since Jan 17 2011 to present
Santander Max 100% Shares Portfolio Co-managed UT Global since Jan 17 2011 to present
Santander Max 50% Shares Portfolio Co-managed UT Unclassified since Jan 17 2011 to present
Santander Max 60% Shares Income Portfolio Co-managed UT Unclassified since Jan 17 2011 to present
Santander Max 70% Shares Co-managed UT Mixed Investment 40%-85% Shares since Jan 17 2011 to present
Santander Max 70% Shares Portfolio Co-managed UT Unclassified since Jan 17 2011 to present
Santander MultiManager Balanced International Tracking Co-managed UT Mixed Investment 40%-85% Shares since Jan 17 2011 to present
Santander Premium US Equity Co-managed UT North America since Jan 17 2011 to present
Santander Stockmarket 100 Tracker Growth Co-managed UT UK All Companies since Jan 17 2011 to present
Santander Strategic Bond Co-managed UT 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
 
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