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You are here: Manager factsheet

Fatima Luis

Mirabaud Asset Management (Eur
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FE Trustnet verdict
Overall, performing worse than the peer group composite. Nevertheless, over a long track record, the manager has outperformed the peer group more often than not. There is not sufficient data to say whether good stockpicking has had any real effect on results, which have not been particularly exposed to falling markets.
Manager profile
Fatima has over 14 years of investment experience and is Head of UK High Yield Credit. She is also the lead manager of the Strategic Bond and Maximum Income Bond Funds. Fatima has an MA from the London School of Economics and a BA in International Relations from Wheaton College, Massachusetts.
Total return for Fatima Luis
 
Discrete calendar year performance : Fatima Luis

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
Fatima Luis 6.0 - 17.1 -5.4 15.7 12.1 -12.5 2.8 4.2 10.6
Peer Group Composite 1.8 - 14.9 -2.4 13.0 12.8 -8.0 1.3 4.0 9.4
Over / Under 4.2 - 2.2 -3.0 2.7 -0.7 -4.5 1.5 0.2 1.2
Performance vs peer group composite: Fatima Luis
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
6 years
out of a possible 9
 
Overall markets
Up
Underperformed peer group composite
3 years
out of a possible 9
 
Rising markets
UpDown
Outperformed peer group composite
6 years
out of a possible 7
 
Falling markets
UpDown
Outperformed peer group composite
0 years
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
Global Strategic Bond Co-managed FO Fixed Int - Global since Oct 01 2013 to present
Funds managed previously
Fund Periods
F&C Maximum Income Bond since Nov 20 2000 to Nov 30 2012
F&C Strategic Bond since Aug 01 2004 to Nov 30 2012
F&C Extra Income Bond since Oct 01 2004 to Nov 30 2012