Liesbeth Rubinstein | Fund manager factsheet | Invesco Perpetual Fund Mgrs

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FE Trustnet Fund managers

Manager factsheet

Liesbeth Rubinstein
Invesco Perpetual Fund Mgrs, Invesco Asset Management Ltd
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	FE Trustnet verdict Overall, performing better than the peer group composite. Over a fairly lengthy 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

Based in Henley-on-Thames, Liesbeth joined Invesco Perpetual in February 2007 and is responsible for the management of emerging and Eastern European equity portfolios. Liesbeth began her investment career at Fidelity Investments in 1993 within their UK Institutional Funds team. She moved to JP Morgan Asset Management in 1995 as an equity analyst, taking on fund management responsibilities in 2000, specialising in the emerging markets of Latin America and the Europe, Middle East and Africa (EMEA) region. She joined Schroder Investment Management as Head of EMEA Equities in 2005, and was responsible for managing dedicated regional portfolios. Liesbeth graduated from the London School of Economics and Political Science with an MSc (Econs), Industrial Relations/Labour Market Economics and holds a BA honours degree in European Studies from the University of Bath.

FOLLOW ON FUNDSWIRE

Annualised total return over 7.1 years

+8.3%

Cumulative performance (% growth)

	1 year	3 years	5 years	7 years	10 years
Liesbeth Rubinstein	5.6	-3.5	-12.1	-11.3	-
Peer Group Composite	6.6	-9.9	-14.3	-18.9	-
Over / Under	-1.0	6.4	2.2	7.6	-

Total return for Liesbeth Rubinstein

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 : Liesbeth Rubinstein

Discrete performance

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

Liesbeth Rubinstein	5.6	-18.8	12.8	75.0	-47.9	-	0.8	98.6	-	-
Peer Group Composite	6.6	-23.1	9.9	70.3	-44.1	-	3.6	80.7	-	-
Over / Under	-1.0	4.3	2.9	4.7	-3.8	-	-2.8	17.9	-	-

Performance vs peer group composite: Liesbeth Rubinstein

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

4 years

out of a possible 7

Overall markets

Underperformed peer group composite

3 years

out of a possible 7

Rising markets

Outperformed peer group composite

3 years

out of a possible 5

Falling markets

Outperformed peer group composite

1 year

out of a possible 2

Funds currently managed

Fund	Sole/Co-managed	Sector	Periods

Invesco Perp Emerging European	Lead manager	UT Specialist	since Dec 12 2007 to present
Invesco Emerging Europe Equity	Lead manager	FO Equity - Emerging Europe	since Jul 01 2008 to present

Funds managed previously

Fund	Periods

Schroder ISF Emerging Europe	since May 01 2005 to Dec 31 2006

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