Kevin Murphy | Fund manager factsheet | Schroder UT Managers

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FE Trustnet Fund managers

Manager factsheet

Kevin Murphy
Schroder UT Managers, St. Jamess Place UT Group Ltd
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	FE Trustnet verdict Overall, performing better than the peer group composite. Over a fairly lengthy 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 relatively better in a rising market.

Manager profile

Kevin manages the Specialist Value UK equity portfolios and is the co-manager of the Schroder Recovery Fund since 2006. He was previously responsible for the Construction and Building Materials sector. He was a member of the materials team with Pan-European equity research department since 2003.Kevin started on UK Fund Management desk as junior member with emphasis on Private Bank portfolios. His investment career commenced in 2000 when he joined Schroder's as a graduate CFA charter holder & has completed BA (Hons) in Economics.

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Annualised total return over 6.8 years

+8.7%

Cumulative performance (% growth)

	1 year	3 years	5 years	7 years	10 years
Kevin Murphy	30.1	33.0	73.6	-	-
Peer Group Composite	17.4	29.4	28.2	-	-
Over / Under	12.7	3.6	45.4	-	-

Total return for Kevin Murphy

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 : Kevin Murphy

Discrete performance

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

Kevin Murphy	30.1	-3.6	6.0	42.1	-8.2	-15.2	20.4	-	-	-
Peer Group Composite	17.4	-2.2	12.6	34.4	-26.3	-8.4	19.8	-	-	-
Over / Under	12.7	-1.4	-6.6	7.7	18.1	-6.8	0.6	-	-	-

Performance vs peer group composite: Kevin Murphy

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

4 years

out of a possible 7

Overall markets

Underperformed peer group composite

3 years

out of a possible 7

Rising markets

Outperformed peer group composite

3 years

out of a possible 4

Falling markets

Outperformed peer group composite

1 year

out of a possible 3

Funds currently managed

Fund	Sole/Co-managed	Sector	Periods

Schroder Recovery	Co-managed	UT UK All Companies	since Jul 21 2006 to present
Schroder Charity Equity	Co-managed	UT UK All Companies	since May 18 2010 to present
Schroder Income	Co-managed	UT UK Equity Income	since May 18 2010 to present
Schroder Specialist Value UK Equity	Co-managed	UT UK All Companies	since May 18 2010 to present
SJP Managed Growth	Co-managed	UT Mixed Investment 40%-85% Shares	since Aug 02 2010 to present

Funds managed previously

Fund	Periods

No previously managed funds

News & Research: Related articles

Sector

Fund

Group

Manager

A UK Equity Income fund for all market conditions By Jenna Voigt 22-May-2013

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The top-performing sector – that no-one’s buying By Alex Paget 08-May-2013

Liontrust Income fund to join Global Equity Income sector By Joshua Ausden 07-May-2013

Why funds outperform: Cazenove UK Opportunities By Thomas McMahon 07-May-2013

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