Julian Chillingworth | Fund manager factsheet | Rathbone Unit Trust Mgmt Ltd

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FE Trustnet Fund managers

Manager factsheet

Julian Chillingworth
Rathbone Unit Trust Mgmt Ltd
Manager factsheet pdf RSS Feed


	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, over- and under-performed roughly equally. Stockpicking has not really benefited results, which have tended to be relatively better in a rising market.

Manager profile

Julian joined Rathbones in July 2001 as Deputy Chief Investment Director. He was appointed as a Board Director of Rathbone Unit Trust Management Limited in October 2001, and then Chief Investment Officer in August 2002. Julian is responsible for managing the Rathbone Blue Chip Income and Growth Fund along with co-manager Alan Dobbie (formerly Rathbone Income and Growth Fund), and is also co-manager of the Rathbone Recovery Fund (along with Marina Bond) and the Rathbone Ethical Bond Fund (with Bryn Jones). As Chief Investment Officer, he plays a key role in the ongoing development of Rathbone’s investment process.

FOLLOW ON FUNDSWIRE

Annualised total return over 11.1 years

+6.5%

Cumulative performance (% growth)

	1 year	3 years	5 years	7 years	10 years
Julian Chillingworth	19.5	43.2	35.6	26.2	113.4
Peer Group Composite	18.8	32.4	34.3	33.7	120.7
Over / Under	0.7	10.8	1.3	-7.5	-7.3

Total return for Julian Chillingworth

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 : Julian Chillingworth

Discrete performance

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

Julian Chillingworth	19.5	-0.8	20.8	23.5	-23.3	-14.8	9.2	32.5	10.5	15.6
Peer Group Composite	18.8	-1.9	13.5	32.2	-23.3	-11.6	12.6	32.6	8.9	14.3
Over / Under	0.7	1.1	7.3	-8.7	0.0	-3.2	-3.4	-0.1	1.6	1.3

Performance vs peer group composite: Julian Chillingworth

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

5 years

out of a possible 10

Overall markets

Underperformed peer group composite

5 years

out of a possible 10

Rising markets

Outperformed peer group composite

4 years

out of a possible 7

Falling markets

Outperformed peer group composite

1 year

out of a possible 3

Funds currently managed

Fund	Sole/Co-managed	Sector	Periods

Rathbone Blue Chip Income & Growth	Co-managed	UT UK Equity Income	since Aug 01 2002 to present
Rathbone Recovery	Co-managed	UT UK All Companies	since Jul 13 2009 to present

Funds managed previously

Fund	Periods

Rathbone High Income	since May 15 2006 to fund close
Rathbone Ethical Bond	since May 07 2002 to Oct 29 2004
Rathbone Capital Growth	since Nov 01 2004 to fund close
Rathbone Global Opportunities	since Nov 01 2003 to Jun 30 2005
Rathbone Global Opportunities	since Jul 01 2002 to Oct 30 2003
Rathbone Special Situations	since Mar 01 2009 to fund close

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