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You are here: Manager factsheet

Neil Robson

Threadneedle (Lux), Threadneedle Inv Services Ltd
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FE Trustnet verdict
Overall, performing about the same as the peer group composite. Nevertheless, over a long track record, the manager has outperformed the peer group more often than not. Stockpicking has not really benefited results, which have tended to be relatively better in a falling market.
Manager profile
Neil Robson joined the company in 2011 as a portfolio manager within the Global Equities team. He is the deputy manager of the Threadneedle Global Select Fund and manages a number of global equity mandates for institutional clients. He is also the co-manager of the Threadneedle Global Extended Alpha Fund, the Threadneedle American Extended Alpha Fund and the Threadneedle American Absolute Alpha Fund. Before joining the company, Neil worked as a 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
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 3.6 17.0 1.8 13.8 -3.3 3.7 - - - -1.3
Peer Group Composite 1.0 12.1 2.9 14.8 -5.6 7.9 - - - 2.7
Over / Under 2.6 4.9 -1.1 -1.0 2.3 -4.2 - - - -4.0
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
Outperformed peer group composite
3 years
out of a possible 7
Overall markets
Underperformed peer group composite
4 years
out of a possible 7
Rising markets
Outperformed peer group composite
2 years
out of a possible 6
Falling markets
Outperformed peer group composite
1 year
out of a possible 1
Funds currently managed
Fund Sole/Co-managed Sector Periods
Threadneedle (Lux) American Absolute Alpha Co-managed FO Absolute Return since Feb 17 2012 to present
Threadneedle American Extended Alpha Co-managed UT North America since Feb 17 2012 to present
Threadneedle Global Extended Alpha Co-managed UT Global since Feb 17 2012 to present
Threadneedle (Lux) Global Asset Allocation Co-managed FO Mixed Asset - Balanced since Apr 01 2012 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
Legg Mason IF Martin Currie Global Alpha since Jan 01 2010 to Aug 31 2011
Threadneedle (Lux) Global Focus since Dec 08 2011 to Mar 31 2013
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Data provided by FE. Care has been taken to ensure that the information is correct, but FE neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.