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You are here: Manager factsheet
Robin McDonald
Cazenove Invest Fund Mgmt Ltd
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FE Trustnet verdict
Overall, performing better than the peer group composite. However, over a fairly lengthy track record, the manager has, period by period, over- and under-performed roughly equally. Good stockpicking has had a material positive impact on results, which have not been particularly exposed to falling markets.
Manager profile
Robin McDonald joined Cazenove in October 2007. He is Co-Manager of Cazenove's Multi-Manager range of funds. Prior to joining Cazenove, Robin worked as an Analyst at Gartmore Investment Management, where his responsibilities included asset allocation, fund selection and portfolio construction. Prior to joining Gartmore, Robin held a similar position at Insight Investment, following its acquisition of Rothschild Asset Management in 2003. Robin is a Director of Cazenove Capital and has 13 years investment experience and is a CFA charterholder.
Total return for Robin McDonald
Manager career performance
 
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 : Robin McDonald

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
Robin McDonald 19.1 1.8 6.2 24.9 -16.0 -5.0 - - - -
Peer Group Composite 14.3 -2.3 8.9 28.6 -21.0 -5.3 - - - -
Over / Under 4.8 4.1 -2.7 -3.7 5.0 0.3 - - - -
Performance vs peer group composite: Robin McDonald
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
4 years
out of a possible 6
 
Overall markets
Up
Underperformed peer group composite
2 years
out of a possible 6
 
Rising markets
UpDown
Outperformed peer group composite
1 year
out of a possible 3
 
Falling markets
UpDown
Outperformed peer group composite
3 years
out of a possible 3
Funds currently managed
Fund Sole/Co-managed Sector Periods
Cazenove Multi Manager Diversity Co-managed UT Mixed Investment 20%-60% Shares since Oct 24 2007 to present
Cazenove Multi Manager Diversity Tactical Co-managed UT Flexible Investment since Oct 24 2007 to present
Cazenove Multi Manager Global ex UK Co-managed UT Global since Oct 24 2007 to present
Cazenove Multi Manager UK Growth Co-managed UT UK All Companies since Oct 24 2007 to present
Cazenove Managed Portfolio Co-managed UT Mixed Investment 40%-85% Shares since Jan 23 2009 to present
Cazenove Diversity Income Co-managed UT Mixed Investment 20%-60% Shares since Dec 15 2010 to present
Cazenove Multi Manager Diversity Balanced Co-managed UT Mixed Investment 40%-85% Shares since Apr 02 2012 to present
Funds managed previously
Fund Periods
No previously managed funds
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