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You are here: Manager factsheet

Iain Staples
Schroder UT Managers, HBOS Investment Fd Mgrs Ltd, Scottish Wid UT Mgr Limited
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Manager profile
Iain Staples currently serves as sole manager, and co-manager of a variety of UK strategies. Iain's expertise also extends to leading the AIM focused advisory model portfolio since March 2018. Prior to joining Schroders in 2012 as a Research Analyst, he spent 13 years working on the sell-side for notable firms such as Hoare Govett, Clear Capital, and Altium. Iain commenced his investment career in 1999 and holds an MA in Mathematics from Cambridge University and an MSc in Theoretical Physics from Manchester University.
Total return for Iain Staples
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
 
 
 
 
 
53-89m
 
 
 
 
 
 
 
 
 
65-101m
 
 
 
 
 
 
 
 
 
77-113m
 
 
 
 
 
 
 
 
 
89-125m
 
 
 
 
 
 
 
 
 
101-137m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Iain Staples

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
Iain Staples 6.2 -15.1 -1.2 75.8 -18.6 -4.8 15.9 22.9 7.3 -
Peer Group Composite 5.0 -16.3 -1.6 64.8 -17.6 -2.9 14.5 18.4 4.3 -
Over / Under 1.2 1.2 0.4 11.0 -1.0 -1.9 1.4 4.5 3.0 -
Performance vs peer group composite: Iain Staples
How a manager matches up against their peers gives you some idea of how talented they are. 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
7 years
out of a possible 9
 
Overall markets
Up
Underperformed peer group composite
2 years
out of a possible 9
 
Rising markets
UpDown
Outperformed peer group composite
5 years
out of a possible 5
 
Falling markets
UpDown
Outperformed peer group composite
2 years
out of a possible 4
Funds currently managed
Fund Sole/Co-managed Sector Periods
Schroder Institutional UK Smaller Companies Co-managed UT UK Smaller Companies since May 01 2015 to present
Halifax Smaller Companies Lead manager UT UK Smaller Companies since Jun 01 2021 to present
Scottish Widows UK Smaller Companies Lead manager UT UK Smaller Companies since Jun 01 2021 to present
Funds managed previously
Fund Periods
Schroder UK Dynamic Smaller Companies since Jun 30 2021 to Nov 30 2023
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Data provided by FE fundinfo. Care has been taken to ensure that the information is correct, but FE fundinfo 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.

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