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You are here: Manager factsheet

Neil Robson

Threadneedle Inv Services Ltd, Threadneedle (Lux)
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FE Trustnet verdict
Overall, performing worse than the peer group composite. Over a long track record, the manager has, period by period, consistently underformed the peer group. Stockpicking has not really benefited results, which have not been particularly exposed to falling markets.
Manager profile
Neil Robson joined Threadneedle Investments in 2011 as a global equity fund manager. He is responsible for the Threadneedle Global Extended Alpha Fund and is deputy manager of the Threadneedle Global Select Fund. He is also deputy head of the healthcare sector research team. Before joining Threadneedle Neil worked as fund manager at companies including Martin Currie, Barings and Citibank. In addition, he was Head of Global Equity at Pioneer Investments from 2003 to 2009. Neil has an Economics degree from the University of Bristol.
Total return for Neil Robson
 
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 : Neil Robson

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
Neil Robson 2.5 24.8 -3.0 7.8 -1.4 - - 9.3 -2.4 19.5
Peer Group Composite 2.5 20.5 -2.8 11.7 0.6 - - 11.8 -1.6 20.6
Over / Under 0.0 4.3 -0.2 -3.9 -2.0 - - -2.5 -0.8 -1.1
Performance vs peer group composite: Neil Robson
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
2 years
out of a possible 8
 
Overall markets
Up
Underperformed peer group composite
6 years
out of a possible 8
 
Rising markets
UpDown
Outperformed peer group composite
2 years
out of a possible 6
 
Falling markets
UpDown
Outperformed peer group composite
0 years
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
Threadneedle Global Extended Alpha Lead manager UT Global since Dec 01 2011 to present
Threadneedle Global Asset Allocation Co-managed FO Mixed Asset - Balanced since Apr 01 2012 to present
Threadneedle American Absolute Alpha Co-managed FO Absolute Return since Jan 23 2014 to present
Threadneedle American Extended Alpha Co-managed UT North America since Jan 23 2014 to present
Funds managed previously
Fund Periods
BAM American General since Oct 01 2001 to fund close
Martin Currie Global since Jan 01 2010 to Aug 31 2011
Martin Currie Global Alpha since Jan 01 2010 to Aug 31 2011
Threadneedle Global Focus since Dec 08 2011 to Mar 31 2013
 
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