Andrew Brough | Fund manager factsheet | Schroder UT Managers

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FE Trustnet Fund managers

Manager factsheet

Andrew Brough
Schroder UT Managers, Schroder Investmt Mgt(LUX)S.A., Schroder Investments Ltd
Manager factsheet pdf RSS Feed


	FE Trustnet verdict Overall, performing better than the peer group composite. Over a long track record, the manager has outperformed the peer group more often than not. Good stockpicking has had a material positive impact on results, which have tended to be similar in rising and falling markets.

Manager profile

Andy Brough has managed the well known Schroder UK Mid 250 Fund since its launch in November 1999. His investment career commenced in 1987 when he joined Schroders as a UK Equity Fund Manager. Andy joined Price Waterhouse in 1985, where he qualified as a Chartered Accountant. Andy is Co-Head of Schroders’ Pan European Small and Mid Cap Team, based in London. His degree is in Economics.

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Andrew Brough is a FE Trustnet FE Alpha Manager who has maintained a consistently high alpha score over a proven track record in rising and falling markets.

Annualised total return over 13.4 years

+9.3%

Cumulative performance (% growth)

	1 year	3 years	5 years	7 years	10 years
Andrew Brough	29.5	57.9	58.4	57.0	289.5
Peer Group Composite	19.2	36.6	37.7	39.6	206.6
Over / Under	10.3	21.3	20.7	17.4	82.9

Total return for Andrew Brough

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 : Andrew Brough

Discrete performance

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

Andrew Brough	29.5	-3.4	26.1	34.2	-25.2	-19.2	22.7	42.8	11.8	55.2
Peer Group Composite	19.2	-5.2	20.7	38.1	-27.0	-12.6	16.0	37.1	13.4	41.1
Over / Under	10.3	1.8	5.4	-3.9	1.8	-6.6	6.7	5.7	-1.6	14.1

Performance vs peer group composite: Andrew Brough

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

Outperformed peer group composite

7 years

out of a possible 10

Overall markets

Underperformed peer group composite

3 years

out of a possible 10

Rising markets

Outperformed peer group composite

5 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 Institutional UK Smaller Companies	Co-managed	UT UK Smaller Companies	since Mar 02 1992 to present
Schroder UK Smaller Companies	Co-managed	UT UK Smaller Companies	since Mar 01 1994 to present
Schroder UK Mid 250	Lead manager	UT UK All Companies	since Oct 25 1999 to present
Schroder ISF European Small Companies	Co-managed	FO Equity - Small Cap Europe	since Sep 20 2002 to present
Schroder UK Mid Cap	Co-managed	IT UK Growth	since May 01 2003 to present

Funds managed previously

Fund	Periods

Schroder ISF European Dynamic Growth	since Aug 31 2005 to fund close

News & Research: Related articles

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Manager

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