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This Fund Manager Rating is based on the Citywire Long Only ratings methodology

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Alex Breese

Alex Breese

Showing manager performance globally. You can view performance in individual jurisdictions.

About Alex Breese

Alex Breese has a first class honours degree in mechanical engineering. He joined Neptune in May 2005 as an investment analyst covering the global industrials sector and later became head of UK equities. He then joined Schroders in 2013 where he manages the Schroder UK Equity Fund.

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Citywire Rating: Not Rated

2013

  • SRated AA in Sep 2013
  • ORated AA in Oct 2013
  • NRated AA in Nov 2013
  • DRated AA in Dec 2013

2014

  • JRated AA in Jan 2014
  • FRated AA in Feb 2014
  • MRated AAA in Mar 2014
  • ARated AA in Apr 2014
  • MRated AA in May 2014
  • JRated AA in Jun 2014
  • JRated AA in Jul 2014
  • ARated AA in Aug 2014
  • SRated AA in Sep 2014
  • ORated AA in Oct 2014
  • NRated AA in Nov 2014
  • DRated AAA in Dec 2014

2015

  • JRated AAA in Jan 2015
  • FRated AAA in Feb 2015
  • MRated AA in Mar 2015
  • ARated AA in Apr 2015
  • MRated AA in May 2015
  • JRated AA in Jun 2015
  • JRated AA in Jul 2015
  • ARated AA in Aug 2015
  • SRated AA in Sep 2015
  • ORated A in Oct 2015
  • NRated A in Nov 2015
  • DRated AA in Dec 2015

2016

  • JRated AA in Jan 2016
  • FRated AA in Feb 2016
  • MRated A in Mar 2016
  • ARated A in Apr 2016
  • MRated Plus in May 2016
  • JRated A in Jun 2016
  • JNot rated in Jul 2016
  • ARated Plus in Aug 2016
  • SRated Plus in Sep 2016
  • ORated Plus in Oct 2016
  • NRated Plus in Nov 2016
  • DRated Plus in Dec 2016

2017

  • JNot rated in Jan 2017
  • FNot rated in Feb 2017
  • MNot rated in Mar 2017
  • ANot rated in Apr 2017
  • MRated Plus in May 2017
  • JNot rated in Jun 2017
  • JNot rated in Jul 2017
  • ANot rated in Aug 2017
  • SNot rated in Sep 2017
  • ONot rated in Oct 2017

Performance

Equity - UK (All Companies)
over : 30/09/2016 - 30/09/2017
Manager Return
125 Richard Colwell 14.6%
126 Mark Elliott 14.6%
127 Alex Breese 14.5%
128 Ivor Pether 14.4%
129 Jamie Seaton 14.4%

Total Return

Month by Month Performance

Quarterly Performance

to 30/09/2017 Annual Q1 Q2 Q3 Q4
2017 5.1% 5.5% 3.5%
2016 -5.8% -4.9% -7.0% 6.8% -0.2%
2015 -3.6% -0.3% 5.6% -10.6% 2.4%
2014 -3.9% -0.4% 3.0% -5.3% -1.1%
2013 31.9% 5.4% -0.1% 12.2% 11.6%
2012 4.1%
Citywire Discovery Source: Citywire Discovery Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in USD)..Portions of the information contained on this page was derived by Citywire Financial Publishers Ltd using content supplied by Lipper, A Reuters Company.