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You are here: Manager factsheet
Ken Adams
SWIP, Scottish Widows Sh Cl HIFML
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FE Trustnet verdict
Overall, performing worse than the peer group composite. Over a fairly lengthy track record, the manager has, period by period, consistently underformed the peer group. Poor stockpicking has had a material downward effect on results, which have not been particularly exposed to falling markets.
Manager profile
Ken is head of global strategy, having previously been an investment director in the global strategy team and top-down strategy research manager. As chairman of SWIP's Policy Group, he is responsible for driving asset allocation strategy on multi-asset portfolios, and is lead manager of a number of macro absolute return funds. He is also in charge of SWIP's top-down research effort. Ken also co-manages SWIP’s Diversified Assets Fund. Ken has been with the group since 1987. For the first two years of his career he worked in the fixed interest team. He was then seconded to the London office of Dai-Ichi Kangyo Asset Management (DKA), the Japanese investment company, where for two years he led a team managing multi-asset absolute return portfolios. Ken spent the following seven years in its Tokyo office in a similar role, and in 1996 he was appointed client director in charge of the group's joint venture with DKA. On his return to Britain in 1999, Ken joined the global strategy team as an investment director and member of the global equity portfolio construction team. Ken holds a BSc in Zoology and Botany from Bristol University.
Total return for Ken Adams
 
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 : Ken Adams

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
Ken Adams 7.5 -8.9 5.1 4.5 -1.8 8.1 2.4 - - -
Peer Group Composite 10.5 -4.4 6.3 11.5 -0.1 4.4 - - - -
Over / Under -3.0 -4.5 -1.2 -7.0 -1.7 3.7 - - - -
Performance vs peer group composite: Ken Adams
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
1 year
out of a possible 6
 
Overall markets
Up
Underperformed peer group composite
5 years
out of a possible 6
 
Rising markets
UpDown
Outperformed peer group composite
1 year
out of a possible 4
 
Falling markets
UpDown
Outperformed peer group composite
0 years
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
SWIP Absolute Return Macro Lead manager UT Specialist since May 25 2006 to present
Scot Wid HIFML Adventurous Lead manager UT Flexible Investment since Mar 01 2010 to present
Funds managed previously
Fund Periods
SWIP Absolute Return Macro since Jun 20 2007 to fund close
Scot Wid HIFML Non Equity since Feb 01 2010 to Feb 28 2011
Scot Wid HIFML Balanced since Mar 01 2010 to Feb 28 2011
Scot Wid HIFML Cautious since Mar 01 2010 to Feb 28 2011
 
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