Graeme Caughey | Fund manager factsheet | Scottish Wid UT Mgr Limited

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FE Trustnet Fund managers

Manager factsheet

Graeme Caughey
CMI Asset Management (LUX), SWIP, Lloyds TSB Offshore Fd Mgr Ltd, Scottish Widows Sh Cl HIFML, Scottish Wid UT Mgr Limited
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	FE Trustnet verdict Overall, performing about the same as the peer group composite. However, over a long track record, the manager has, period by period, consistently underformed the peer group. Stockpicking has made a contribution to results, which have not been particularly exposed to falling markets.

Manager profile

Graeme Caughey manages the Fund. Graeme joined SWIP in July 2001 and has 19 years' investment management experience, 12 of which have been gained at SWIP.

FOLLOW ON FUNDSWIRE

Annualised total return over 13.4 years

+5.4%

Cumulative performance (% growth)

	1 year	3 years	5 years	7 years	10 years
Graeme Caughey	6.0	23.1	38.2	50.2	62.9
Peer Group Composite	8.3	28.3	43.6	55.9	74.7
Over / Under	-2.3	-5.2	-5.4	-5.7	-11.8

Total return for Graeme Caughey

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 : Graeme Caughey

Discrete performance

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

Graeme Caughey	6.0	9.8	5.8	5.3	6.6	7.9	0.7	3.0	6.1	-0.7
Peer Group Composite	8.3	11.0	6.6	6.3	5.3	7.0	1.5	3.7	6.8	1.1
Over / Under	-2.3	-1.2	-0.8	-1.0	1.3	0.9	-0.8	-0.7	-0.7	-1.8

Performance vs peer group composite: Graeme Caughey

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

2 years

out of a possible 10

Overall markets

Underperformed peer group composite

8 years

out of a possible 10

Rising markets

Outperformed peer group composite

2 years

out of a possible 10

Falling markets

Outperformed peer group composite

0 years

out of a possible 0

Funds currently managed

Fund	Sole/Co-managed	Sector	Periods

Lloyds TSB International Portfolio Sterling Bond	Lead manager	FO Fixed Int - GBP	since Nov 26 1990 to present
SWIP Gilt Plus	Lead manager	UT UK Gilts	since Jul 05 2004 to present
SWIP Sterling Index Linked Bond	Lead manager	UT UK Index - Linked Gilts	since Jul 05 2004 to present
SWIP Defensive Gilt	Lead manager	UT UK Gilts	since Apr 01 2008 to present
Lloyds TSB Offshore Gilt	Lead manager	FO Fixed Int - GBP Government	since Jun 01 2008 to present
SWIP Sterling Bond Plus	Lead manager	UT Sterling Corporate Bond	since Mar 01 2011 to present
Scot Wid HIFML UK Gilt	Lead manager	UT UK Gilts	since May 01 2012 to present
Scot Wid HIFML UK Index Linked Gilt	Lead manager	UT UK Index - Linked Gilts	since May 01 2012 to present
CMI UK Bond	Co-managed	FO Fixed Int - GBP	since May 17 2012 to present
Scot Wid Gilt	Lead manager	UT UK Gilts	since May 18 2012 to present
Scot Wid UK Fixed Interest Tracker	Lead manager	UT UK Gilts	since May 18 2012 to present
Scot Wid UK Index Linked Tracker	Lead manager	UT UK Index - Linked Gilts	since May 18 2012 to present

Funds managed previously

Fund	Periods

Scot Wid UK Fixed Interest Tracker	since May 31 2002 to Dec 31 2010
Scot Wid UK Index Linked Tracker	since May 31 2002 to Dec 31 2010
Scot Wid International Bond	since Jan 01 2002 to Feb 27 2008
Scot Wid Gilt	since Nov 01 2002 to May 31 2005
Scot Wid Gilt	since Oct 01 2008 to Dec 31 2010
SWIP Sterling Bond Plus	since Jul 01 2005 to Aug 31 2007
Scot Wid HIFML UK Index Linked Gilt	since Oct 01 2009 to Feb 01 2011
Scot Wid HIFML UK Gilt	since Dec 01 2009 to Feb 01 2011
Scot Wid HIFML International Fixed Income	since Feb 01 2010 to Apr 30 2010
SWIP Global Bond Plus	since Dec 31 2007 to Jan 31 2008

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