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You are here: Manager factsheet

Karen Robertson
abrdn Fund Managers Limited
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Manager profile
Karen graduated in Economics from the University of Strathclyde in 1990, and joined Standard Life as a UK Investment Analyst in the same year. She qualified as an Associate of the Institute of Investment Management and Research in 1993 and was appointed Senior Investment Analyst in 1994.Karen began managing our UK Equity High Income Fund in 1995, and has managed our UK Equity Growth Fund since May 2004.
Total return for Karen Robertson
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 : Karen Robertson

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
Karen Robertson - - - - - - 1.5 12.9 -4.9 7.5
Peer Group Composite - - - - - - 0.4 16.2 -3.0 8.0
Over / Under - - - - - - 1.1 -3.3 -1.9 -0.5
Performance vs peer group composite: Karen Robertson
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
1 year
out of a possible 4
 
Overall markets
Up
Underperformed peer group composite
3 years
out of a possible 4
 
Rising markets
UpDown
Outperformed peer group composite
1 year
out of a possible 3
 
Falling markets
UpDown
Outperformed peer group composite
0 years
out of a possible 1
Funds currently managed
Fund Sole/Co-managed Sector Periods
abrdn UK Equity General Trust Lead manager IA UK All Companies since Jan 01 2000 to present
Funds managed previously
Fund Periods
abrdn UK High Income Equity since Jul 01 1995 to Apr 15 2018
abrdn UK Growth Equity since May 01 2004 to Jul 09 2017
abrdn Equity Income Trust plc since Nov 25 2005 to Nov 09 2011
abrdn UK High Alpha Equity since May 01 1995 to Mar 31 2001
Scottish Widows HIFML UK High Income since Jan 19 2009 to Nov 30 2011
Standard Life Investments Ignis UK Equity Income since Aug 26 2014 to fund close
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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