Richard Hodges | Fund manager factsheet | Legal & General UT Mgr Ltd

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FE Trustnet Fund managers

Manager factsheet

Richard Hodges
Legal & General UT Mgr 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

Richard Hodges is the Head of High Alpha Fixed Income in the Active Fixed Income team, responsible for managing higher alpha credit mandates. Richard Hodges joined Legal & General in 2007 to be the fund manager of the Dynamic Bond Trust. Prior to this he was at Gartmore Investment Management where he was a Senior Investment Manager and Head of Pan European portfolio construction for fixed income mandates between 1998 and 2006, latterly responsible for the co-management of Arrakis Fund Limited, a global credit hedge fund. Richard started his career in the debt capital markets in 1986 with Chase Manhattan before moving to Natwest Investment Management in 1989 prior to its merger with Gartmore.

FOLLOW ON FUNDSWIRE

Richard Hodges is a FE Trustnet FE Alpha Manager who has maintained a consistently high alpha score over a proven track record in rising and falling markets.

Annualised total return over 6.1 years

+7.3%

Cumulative performance (% growth)

	1 year	3 years	5 years	7 years	10 years
Richard Hodges	11.7	15.1	54.4	-	-
Peer Group Composite	12.4	23.1	31.4	-	-
Over / Under	-0.7	-8.0	23.0	-	-

Total return for Richard Hodges

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 : Richard Hodges

Discrete performance

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

Richard Hodges	11.7	-1.6	4.7	35.6	-1.1	-0.7	-	-	-	-
Peer Group Composite	12.4	4.2	5.1	24.8	-14.5	-1.6	-	-	-	-
Over / Under	-0.7	-5.8	-0.4	10.8	13.4	0.9	-	-	-	-

Performance vs peer group composite: Richard Hodges

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 6

Overall markets

Underperformed peer group composite

3 years

out of a possible 6

Rising markets

Outperformed peer group composite

1 year

out of a possible 4

Falling markets

Outperformed peer group composite

2 years

out of a possible 2

Funds currently managed

Fund	Sole/Co-managed	Sector	Periods

L&G Dynamic Bond	Lead manager	UT Sterling Strategic Bond	since Apr 30 2007 to present

Funds managed previously

Fund	Periods

L&G Fixed Interest	since Jan 01 2009 to Feb 28 2011
L&G Managed Income	since Feb 01 2009 to Feb 28 2011
L&G Managed Monthly Income	since Feb 01 2009 to Feb 28 2011

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