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You are here: Manager factsheet

Alasdair Ross
Threadneedle Investment Servic, Threadneedle Management Luxemb, St. Jamess Place UT Group Ltd, Omnis Investments Ltd, Edmond de Rothschild Asset Man
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Manager profile
Alasdair Ross is Head of Investment Grade Portfolio Management, EMEA (Europe, the Middle East and Africa), running credit teams in London. He joined Columbia Threadneedle in 2003. He has worked in sectors including utilities and energy. Alasdair has a first-class honours degree in Politics, Philosophy and Economics from the University of Oxford. He is a Chartered Financial Analyst.
Total return for Alasdair Ross
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 : Alasdair Ross

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
Alasdair Ross 5.1 -4.5 -2.5 6.9 1.2 5.3 -2.1 10.4 0.7 8.5
Peer Group Composite 5.9 -5.0 -1.8 8.6 0.5 3.9 -0.1 9.9 -0.6 9.4
Over / Under -0.8 0.5 -0.7 -1.7 0.7 1.4 -2.0 0.5 1.3 -0.9
Performance vs peer group composite: Alasdair Ross
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
5 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
5 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
3 years
out of a possible 6
 
Falling markets
UpDown
Outperformed peer group composite
2 years
out of a possible 4
Funds currently managed
Fund Sole/Co-managed Sector Periods
CT Monthly Extra Income Co-managed UT Mixed Investment 40-85% Shares since Apr 01 2009 to present
CT (Lux) Global Corporate Bond Lead manager FO Fixed Int - USD Corporate Bond since Jun 17 2014 to present
SJP Strategic Managed Co-managed UT Mixed Investment 40-85% Shares since Jan 09 2015 to present
CT Sterling Corporate Bond Lead manager UT Sterling Corporate Bond since Jun 01 2015 to present
CT Sterling Short Dated Corporate Bond Lead manager UT Sterling Corporate Bond since Dec 09 2016 to present
CT Dollar Bond Lead manager UT Global Bonds since Oct 01 2017 to present
CT (Lux) Global Investment Grade Credit Opportunities Co-managed FO Absolute Return since Mar 27 2018 to present
CT (Lux) Credit Opportunities Co-managed FO Absolute Return since Aug 29 2018 to present
Omnis Sterling Corporate Bond Lead manager UT Sterling Corporate Bond since Sep 29 2018 to present
SJP Investment Grade Corporate Bond Co-managed UT Sterling Corporate Bond since Jul 01 2021 to present
Edmond de Rothschild Euro Investment Grade Corporate Bonds Lead manager FO Fixed Int - EUR Corporate Bond since Oct 29 2021 to present
Funds managed previously
Fund Periods
Threadneedle Navigator Income since Oct 01 2007 to Sep 30 2013
CT Sterling Medium and Long Dated Corporate Bond since Nov 01 2011 to Sep 30 2017
Threadneedle Credit Opportunities since Apr 24 2012 to Oct 31 2016
CT (Lux) European Corporate Bond since Sep 21 2018 to Aug 31 2022
Omnis UK Bond since Jun 01 2015 to fund close
Threadneedle Navigator Income since Jun 01 2015 to fund close
Threadneedle III UK Corporate Bond since Nov 01 2011 to Sep 30 2013
Threadneedle III UK Corporate Bond since Jun 01 2015 to fund close
CT Strategic Bond since Jun 01 2015 to Oct 16 2016
CT European Bond since Jun 30 2010 to Jul 31 2010
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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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