Sanjeev Shah | Fund manager factsheet | Fidelity (FIL Investment Intl)

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FE Trustnet Fund managers

Manager factsheet

Sanjeev Shah
Fidelity (FIL Investment Intl)
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	FE Trustnet verdict Overall, performing better than the peer group composite. Over a long track record, the manager has outperformed the peer group more often than not. Stockpicking has made a contribution to results, which have not been particularly exposed to falling markets.

Manager profile

Sanjeev Shah is a portfolio manager with Fidelity Investment Services Limited. He has been with Fidelity since 1996, when he joined as a research analyst covering the food retail, media, pharmaceutical and telecom sectors. Between 1998 and 2002, Sanjeev was the Assistant Portfolio Manager to the UK Income Fund Managers. In October 2002, he took on the management responsibility for the Fidelity UK Aggressive Fund.

FOLLOW ON FUNDSWIRE

Annualised total return over 10.2 years

+11.8%

Cumulative performance (% growth)

	1 year	3 years	5 years	7 years	10 years
Sanjeev Shah	30.4	25.7	41.8	53.3	236.7
Peer Group Composite	16.9	28.7	29.5	42.9	164.2
Over / Under	13.5	-3.0	12.3	10.4	72.5

Total return for Sanjeev Shah

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 : Sanjeev Shah

Discrete performance

	0-12m	12-24m	24-36m	36-48m	48-60m	60-72m	72-84m	84-96m	96-108m	108-120m

Sanjeev Shah	30.4	-7.3	4.0	28.8	-12.4	-	8.7	35.6	13.9	42.2
Peer Group Composite	16.9	-4.7	15.5	35.5	-25.7	-	13.9	34.2	8.9	26.5
Over / Under	13.5	-2.6	-11.5	-6.7	13.3	-	-5.2	1.4	5.0	15.7

Performance vs peer group composite: Sanjeev Shah

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

Outperformed peer group composite

5 years

out of a possible 9

Overall markets

Underperformed peer group composite

4 years

out of a possible 9

Rising markets

Outperformed peer group composite

4 years

out of a possible 7

Falling markets

Outperformed peer group composite

1 year

out of a possible 2

Funds currently managed

Fund	Sole/Co-managed	Sector	Periods

Fidelity Special Situations	Lead manager	UT UK All Companies	since Jan 01 2008 to present

Funds managed previously

Fund	Periods

Fidelity Special Values PLC	since Jan 01 2008 to Sep 02 2012
Fidelity UK Select	since Oct 14 2002 to Aug 09 2005
FF European Aggressive	since Aug 10 2005 to May 31 2007
Fidelity Growth & Income	since Aug 31 2002 to Oct 13 2002

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