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You are here: Manager factsheet

Richard Lloyd
UBS AG
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Manager profile
Mr. Richard Lloyd is the Global Head of Structured Solutions and Portfolio Manager at UBS Global Asset Management (UK) Limited. Mr. Lloyd joined the firm in November 2010. Prior to joining UBS, he served as the Head of Structured Solutions and Portfolio Manager at Insight Investment Management Limited. Mr. Lloyd also served as a Portfolio Manager at Insight Investment Management (Global) Limited. He joined Insight Investment Management (Global) Limited in June 2008 as the Head of Structured Solutions with responsibility for developing derivative-based structured solutions. Mr. Lloyd previously spent 12 years at Schroder Investment Management Limited, latterly as the Head of Structured Investments, developing derivative-based solutions across all asset classes. He holds a M.Sc. in Mathematical Logic from the University of Manchester and a B.Sc. (Hons) degree in Mathematics from King’s College.
Total return for Richard Lloyd
Manager career performance
Discrete calendar year performance : Richard Lloyd

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
Richard Lloyd 15.4 2.4 2.0 - - - - - - -
Peer Group Composite 15.5 -0.8 -1.0 - - - - - - -
Over / Under -0.1 3.2 3.0 - - - - - - -
Performance vs peer group composite: Richard Lloyd
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
2 years
out of a possible 3
 
Overall markets
Up
Underperformed peer group composite
1 year
out of a possible 3
 
Rising markets
UpDown
Outperformed peer group composite
0 years
out of a possible 1
 
Falling markets
UpDown
Outperformed peer group composite
2 years
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
UBS (Lux) Equity SICAV - Global Defensive Sustainable (USD) Co-managed (deputy) FO Equity - International since Jun 24 2020 to present
Funds managed previously
Fund Periods
Schroder Income Maximiser since Nov 07 2005 to Mar 31 2008
BNY Mellon Equity Income Booster since Mar 31 2009 to Dec 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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