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You are here: Manager factsheet
Ian Spreadbury FE Alpha Manager
Fidelity (FIL(Luxembourg)SA), Fidelity (FIL Investment Intl)
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FE Trustnet verdict
Overall, performing better than the peer group composite. Over a long track record, the manager has, period by period, consistently managed to outperform the peer group. Good stockpicking has had a material positive impact on results, which have not been particularly exposed to falling markets.
Manager profile
Ian Spreadbury has over 30 years of investment experience, having started his career in 1978. Ian joined Fidelity in 1995 as a Senior Portfolio Manager. Previously, he was working as Senior Portfolio Manager (Bonds), Legal & General (1985-1995), Underwriter (pensions), Legal & General (1982-85), Assistant Actuary (Pensions) Legal & General (1981-82), and as Employee Benefit Consultant at Sedgwick Forbes from 1978 to 1981. He has a BSc in Pure & Applied Mathematics from University College of North Wales and an MSc in Mathematical Statistics from University of Sussex. He is also a Fellow of the Institute of Actuaries. Ian Spreadbury has been named in FE Trustnets' list of Alpha Managers 2012. He has been placed in the list of managers every year since its inception in 2009. The 160 managers on the list, selected from 1100 eligible managers, are rated on their risk-adjusted alpha, distinguishing those who are best able to navigate all phases of the market cycle. He was also named 'Outstanding Investor' in the OBSR (Old Broad Street Research) Awards 2011.
Total return for Ian Spreadbury
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
 
 
 
 
 
0-36m
 
 
 
 
 
 
 
 
 
12-48m
 
 
 
 
 
 
 
 
 
24-60m
 
 
 
 
 
 
 
 
 
36-72m
 
 
 
 
 
 
 
 
 
48-84m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Ian Spreadbury

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
Ian Spreadbury 15.2 5.4 6.5 28.5 -5.4 1.6 2.0 6.1 5.8 4.2
Peer Group Composite 13.3 4.0 5.7 21.2 -6.1 1.9 2.0 5.8 5.4 2.3
Over / Under 1.9 1.4 0.8 7.3 0.7 -0.3 0.0 0.3 0.4 1.9
Performance vs peer group composite: Ian Spreadbury
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
9 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
1 year
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
8 years
out of a possible 9
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 1
Funds currently managed
Fund Sole/Co-managed Sector Periods
FF Sterling Bond Lead manager FO Fixed Int - GBP since Jun 01 1995 to present
Fidelity Moneybuilder Balanced Co-managed UT Mixed Investment 40%-85% Shares since Aug 01 1995 to present
Fidelity Moneybuilder Income Lead manager UT Sterling Corporate Bond since Oct 03 1995 to present
Fidelity Extra Income Lead manager UT Sterling Strategic Bond since Mar 17 1999 to present
Fidelity Strategic Bond Lead manager UT Sterling Strategic Bond since Apr 28 2005 to present
FF Global High Yield Focus Co-managed FO Fixed Int - Global High Yield since Mar 05 2012 to present
Fidelity Global High Yield Co-managed UT Sterling High Yield since Mar 19 2012 to present
Funds managed previously
Fund Periods
FF European High Yield since Jul 01 2002 to Jan 31 2013
FF US Dollar Bond since Jun 01 1995 to May 01 2005
FF Euro Bond since Jun 01 1995 to Sep 30 1995
News & Research: Related articles sector Sector fund Fund group Group manager Manager
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