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

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Karen Robertson

Karen Robertson

About Karen Robertson

Karen Robertson joined Standard Life shortly after she graduated in Economics from Stratchclyde University, Scotland. She started out as a UK investment analyst for the Scottish insurer and was promoted to the role of senior investment analyst in 1994. A year later she was appointed investment manager and given responsibility for the Standard Growth and Income fund, which she stopped managing in May 2001. She is now responsible for the Standard UK Equity High Income fund and the Standard UK Equity General fund. Robertson is qualified as an Associate of the Institute of Investment Management.

Are you Karen Robertson?

Citywire Rating: + rated

2002

  • SNot rated in Sep 2002
  • ORated A in Oct 2002
  • NNot rated in Nov 2002
  • DNot rated in Dec 2002

2003

  • JRated A in Jan 2003
  • FRated A in Feb 2003
  • MRated AA in Mar 2003
  • ARated AA in Apr 2003
  • MRated AA in May 2003
  • JRated AA in Jun 2003
  • JRated AA in Jul 2003
  • ARated AA in Aug 2003
  • SRated AA in Sep 2003
  • ORated A in Oct 2003
  • NRated A in Nov 2003
  • DRated A in Dec 2003

2004

  • JRated A in Jan 2004
  • FRated A in Feb 2004
  • MRated A in Mar 2004
  • ARated A in Apr 2004
  • MRated A in May 2004
  • JNot rated in Jun 2004
  • JNot rated in Jul 2004
  • ANot rated in Aug 2004
  • SNot rated in Sep 2004
  • ONot rated in Oct 2004
  • NNot rated in Nov 2004
  • DNot rated in Dec 2004

2005

  • JNot rated in Jan 2005
  • FRated A in Feb 2005
  • MNot rated in Mar 2005
  • ARated A in Apr 2005
  • MNot rated in May 2005
  • JRated A in Jun 2005
  • JRated A in Jul 2005
  • ARated A in Aug 2005
  • SNot rated in Sep 2005
  • ONot rated in Oct 2005
  • NRated A in Nov 2005
  • DRated A in Dec 2005

2006

  • JRated A in Jan 2006
  • FRated A in Feb 2006
  • MRated A in Mar 2006
  • ARated A in Apr 2006
  • MRated A in May 2006
  • JRated A in Jun 2006
  • JRated A in Jul 2006
  • ARated AA in Aug 2006
  • SRated A in Sep 2006
  • ORated A in Oct 2006
  • NRated AA in Nov 2006
  • DRated AA in Dec 2006

2007

  • JRated AA in Jan 2007
  • FRated AA in Feb 2007
  • MRated AA in Mar 2007
  • ARated AA in Apr 2007
  • MRated A in May 2007
  • JRated A in Jun 2007
  • JRated A in Jul 2007
  • ARated A in Aug 2007
  • SRated A in Sep 2007
  • ORated AA in Oct 2007
  • NRated A in Nov 2007
  • DRated AA in Dec 2007

2008

  • JRated AA in Jan 2008
  • FRated AA in Feb 2008
  • MRated AA in Mar 2008
  • ARated A in Apr 2008
  • MRated AA in May 2008
  • JRated AA in Jun 2008
  • JRated A in Jul 2008
  • ARated A in Aug 2008
  • SRated A in Sep 2008
  • ORated A in Oct 2008
  • NNot rated in Nov 2008
  • DNot rated in Dec 2008

2009

  • JNot rated in Jan 2009
  • FRated A in Feb 2009
  • MRated A in Mar 2009
  • ANot rated in Apr 2009
  • MNot rated in May 2009
  • JNot rated in Jun 2009
  • JRated A in Jul 2009
  • ANot rated in Aug 2009
  • SNot rated in Sep 2009
  • ONot rated in Oct 2009
  • NNot rated in Nov 2009
  • DNot rated in Dec 2009

2010

  • JNot rated in Jan 2010
  • FNot rated in Feb 2010
  • MNot rated in Mar 2010
  • ANot rated in Apr 2010
  • MNot rated in May 2010
  • JNot rated in Jun 2010
  • JNot rated in Jul 2010
  • ANot rated in Aug 2010
  • SNot rated in Sep 2010
  • ONot rated in Oct 2010
  • NNot rated in Nov 2010
  • DNot rated in Dec 2010

2011

  • JNot rated in Jan 2011
  • FNot rated in Feb 2011
  • MNot rated in Mar 2011
  • ANot rated in Apr 2011
  • MNot rated in May 2011
  • JNot rated in Jun 2011
  • JNot rated in Jul 2011
  • ANot rated in Aug 2011
  • SNot rated in Sep 2011
  • ONot rated in Oct 2011
  • NNot rated in Nov 2011
  • DNot rated in Dec 2011

2012

  • JNot rated in Jan 2012
  • FNot rated in Feb 2012
  • MNot rated in Mar 2012
  • ANot rated in Apr 2012
  • MNot rated in May 2012
  • JNot rated in Jun 2012
  • JNot rated in Jul 2012
  • ANot rated in Aug 2012
  • SNot rated in Sep 2012
  • ONot rated in Oct 2012
  • NNot rated in Nov 2012
  • DNot rated in Dec 2012

2013

  • JNot rated in Jan 2013
  • FNot rated in Feb 2013
  • MNot rated in Mar 2013
  • ANot rated in Apr 2013
  • MNot rated in May 2013
  • JNot rated in Jun 2013
  • JNot rated in Jul 2013
  • ANot rated in Aug 2013
  • SNot rated in Sep 2013
  • ONot rated in Oct 2013
  • NNot rated in Nov 2013
  • DNot rated in Dec 2013

2014

  • JNot rated in Jan 2014
  • FNot rated in Feb 2014
  • MRated Plus in Mar 2014
  • ANot rated in Apr 2014
  • MNot rated in May 2014
  • JNot rated in Jun 2014
  • JNot rated in Jul 2014
  • ANot rated in Aug 2014
  • SRated Plus in Sep 2014
  • ORated Plus in Oct 2014

Performance

over : 30/09/2013 - 30/09/2014

Total Return

Month by Month Performance

Quarterly Performance

to 30/09/2014 Annual Q1 Q2 Q3 Q4
2014 -3.0% -1.2% -0.5% -1.3%
2013 23.8% 9.4% 0.8% 6.7% 5.2%
2012 14.0% 8.5% -6.0% 7.1% 4.3%
2011 -11.4% -0.4% -0.9% -14.9% 5.5%
2010 14.8% 7.1% -14.7% 16.2% 8.1%
2009 2.6% 2.6%

Related News

F&C deal could spark Aviva/Standard Life clash

The two biggest shareholders in F&C have differing views of Bank of Montreal's proposed £708 million takeover of the fund firm.

Karen Robertson ups Close Bros stake

Robertson increased her holding in Close from 8.86 million shares to 8.89 million or 6.02%

Top equity income managers slash 2013 divi growth targets

Clive Beagles, Nick McLeod-Clarke, Richard Hughes and Karen Robertson expect divis growth to fall back to 5-7% next year.

Why SLI's Moore backs 'self-help' Close and phenomenal Barclays

Banks will be 2012's winner when it comes to growth, A-rated income star Thomas Moore says, which is why he's breaking with consensus and backing Close Brothers and Barclays' return to form.

Standard Life Inv UK Equity High Income

Karen Robertson has been a consistent performer during her 15 years...

Why Standard Life's AA-rated Moore bought Barclays

Last year's underperformance has left the bank attractively priced, says Standard Life Investments' AA-rated equity income manager Thomas Moore.

AAA-rated Moore to replace Robertson on SLI Equity Income Trust

Thomas Moore has been appointed co-manager of the Standard Life Investments Equity Income Trust and will take on full control next year, when he will also spearhead a change in approach.

SLI's Karen Robertson backs Close Brothers' strategy

Citywire Selection's Karen Robertson has snapped up shares in Close Brothers after a strong six months for her £135 million Standard Life Equity Income investment trust.  

Fund managers see BP as dead stock after dividend suspension

BP's suspension of dividend payments for the rest of 2010 has forced fund managers to look elsewhere for income, although they are divided over whether to sell their stakes given the big drop in the share price.

Karen Robertson: Stock market reaction to BP is 'totally overdone'

BP's problems are political, not financial - and the outlook for UK equity income more generally is positive, says Standard Life Investments' Robertson.

...more...

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in GBP)..
Portions of the information contained on this page was derived by Citywire Financial Publishers Ltd using content supplied by Lipper, A Reuters Company.