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You are here: Manager factsheet

Giles Gilbertson

Threadneedle Inv Services Ltd
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FE Trustnet verdict
Overall, performing about the same as the peer group composite. Nevertheless, over a long track record, the manager has outperformed the peer group more often than not. Stockpicking has not really benefited results, which have not been particularly exposed to falling markets.
Manager profile
Before the acquisition by FundQuest, Giles had worked with IMS since 2001, and has over 22 years experience. He is responsible for manager and fund research at FundQuest, as well as the management of all single strategy portfolios. Before joining IMS, Giles spent five years with Standard & Poor's where he worked first as Research Director for Funds Research in London, and then as Research Director for Fund Services in New York. Prior to this Giles was Investment Manager at JL Investment Management, having moved from his first investment related role in 1991 as Audit & Trust Manager with Alliot Bullimore Chartered Accountants. Giles is a member of the Associate Member of the Institute of Chartered Accountants of England and Wales (ACA) and an Associate member of the UK Society of Investment Professionals (ASIP) and CFA Institute. He specialised in finance whilst reading Business Studies at CCAT from 1984-1987.
Total return for Giles Gilbertson
 
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
 
 
 
 
 
0-36m
 
 
 
 
 
 
 
 
 
12-48m
 
 
 
 
 
 
 
 
 
24-60m
 
 
 
 
 
 
 
 
 
36-72m
 
 
 
 
 
 
 
 
 
48-84m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Giles Gilbertson

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
Giles Gilbertson 6.6 12.2 6.7 - 7.3 -3.2 -3.0 6.4 6.6 17.5
Peer Group Composite 6.9 10.8 5.2 - 7.4 -6.5 -4.1 8.9 10.5 19.0
Over / Under -0.3 1.4 1.5 - -0.1 3.3 1.1 -2.5 -3.9 -1.5
Performance vs peer group composite: Giles Gilbertson
How a manager matches up against his peers gives you some idea of how talented he is. 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 9
 
Overall markets
Up
Underperformed peer group composite
5 years
out of a possible 9
 
Rising markets
UpDown
Outperformed peer group composite
2 years
out of a possible 7
 
Falling markets
UpDown
Outperformed peer group composite
2 years
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
Threadneedle Balanced Managed Co-managed UT Mixed Investment 40%-85% Shares since Nov 01 2011 to present
Threadneedle Diversified Income Co-managed UT Mixed Investment 20%-60% Shares since Nov 01 2011 to present
Threadneedle Managed Portfolio 3 Co-managed UT Mixed Investment 0%-35% Shares since Nov 01 2011 to present
Threadneedle Managed Portfolio 4 Co-managed UT Mixed Investment 20%-60% Shares since Nov 01 2011 to present
Threadneedle Managed Portfolio 5 Co-managed UT Mixed Investment 40%-85% Shares since Nov 01 2011 to present
Threadneedle Managed Portfolio 6 Co-managed UT Mixed Investment 40%-85% Shares since Nov 01 2011 to present
Threadneedle Managed Portfolio 7 Co-managed UT Flexible Investment since Nov 01 2011 to present
Threadneedle Worldwide Select Co-managed UT Flexible Investment since Nov 01 2011 to present
Funds managed previously
Fund Periods
CF FundQuest Global Select since Dec 18 2002 to Jul 24 2009
IFSL Select Cautious since Oct 18 2004 to Feb 10 2011
 
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