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You are here: Manager factsheet

Mike Hodgson
Schroder UT Managers, Schroder Investmt Mgt(EUR)S.A., St. Jamess Place UT Group Ltd
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Manager profile
Mike Hodgson is Head of Risk Managed Investments & Structuring at Schroders and has over 30 years of experience in financial markets. At Royal Bank of Scotland (formerly of ABN AMRO) he was Global Head of Equity Derivatives Structuring and Head of Fund Derivatives Trading and Structuring.
Total return for Mike Hodgson
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 : Mike Hodgson

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
Mike Hodgson 13.7 -4.9 4.2 27.7 -10.7 3.0 8.3 23.5 -5.7 13.0
Peer Group Composite 9.0 -1.1 5.1 26.9 -7.0 5.0 2.8 20.9 -4.1 14.2
Over / Under 4.7 -3.8 -0.9 0.8 -3.7 -2.0 5.5 2.6 -1.6 -1.2
Performance vs peer group composite: Mike Hodgson
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
4 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
6 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
4 years
out of a possible 7
 
Falling markets
UpDown
Outperformed peer group composite
0 years
out of a possible 3
Funds currently managed
Fund Sole/Co-managed Sector Periods
Schroder Flexible Retirement Co-managed UT Flexible Investment since Jul 24 2015 to present
Schroder Matching Plus - Equity Sentinel Lead manager FO Equity - International since Sep 15 2015 to present
SJP Strategic Income Co-managed UT Mixed Investment 0-35% Shares since Nov 02 2015 to present
Schroder Asian Income Maximiser Co-managed UT Asia Pacific Excluding Japan since Jul 26 2016 to present
Schroder Income Maximiser Co-managed UT UK Equity Income since Jul 26 2016 to present
Schroder ISF Asian Dividend Maximiser Co-managed FO Equity - Asia Pacific ex Japan since Jul 26 2016 to present
Schroder ISF European Dividend Maximiser Co-managed FO Equity - Europe inc UK since Jul 26 2016 to present
Schroder ISF Global Dividend Maximiser Co-managed FO Equity - Ethical since Jul 26 2016 to present
Schroder Monthly Income Co-managed UT Mixed Investment 20-60% Shares since Jul 26 2016 to present
Schroder US Equity Income Maximiser Co-managed UT North America since Apr 25 2017 to present
Schroder Matching Plus - Bespoke Investment 9 Lead manager FO Hedge/Stru Prod - Mixed since Aug 31 2018 to present
Schroder Monthly Income Co-managed UT Mixed Investment 20-60% Shares since Jun 01 2020 to present
Schroder UK-Listed Equity Income Maximiser Co-managed UT UK Equity Income since Dec 04 2020 to present
Schroder SSSF Structured Income Co-managed FO Mixed Asset - Flexible since Jun 01 2023 to present
Funds managed previously
Fund Periods
SJP Global Absolute Return since Nov 10 2014 to Mar 13 2022
Schroder ISF Asian Dividend Maximiser since Sep 18 2013 to Mar 31 2018
Schroder ISF Global Dividend Maximiser since Nov 29 2013 to Mar 31 2018
Schroder ISF European Dividend Maximiser since Apr 30 2016 to Mar 31 2018
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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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