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You are here: Manager factsheet

Simon Gergel

Allianz Global Invtrs GmbH(UK)
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FE Trustnet verdict
Overall, performing about the same as the peer group composite. However, over a long track record, the manager has underperformed the peer group more often than not. Stockpicking has not really benefited results, which have not been particularly exposed to falling markets.
Manager profile
Simon Gergel joined RCM in April 2006 from HSBC Halbis Partners where he managed over £900m in high income funds as well as core institutional and life UK equity portfolios. Prior to joining HSBC in 2001, Simon worked for 14 years at Phillips & Drew Fund Management / UBS AssetManagement where he was involved in all aspects of UK equity fund management, including research, portfolio management and account director roles. He graduated in 1987 from Cambridge University with an honours degree in mathematics and is an associate of the UK Society of Investment Professionals. Simon has managed the Allianz RCM UK Equity Income Fund since May 2006.
Total return for Simon Gergel
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
Discrete calendar year performance : Simon Gergel

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
Simon Gergel 1.0 -2.3 35.3 8.3 2.0 22.2 23.5 -39.0 7.0 14.6
Peer Group Composite 6.1 2.4 28.5 12.0 2.8 16.4 23.8 -39.3 7.9 14.9
Over / Under -5.1 -4.7 6.8 -3.7 -0.8 5.8 -0.3 0.3 -0.9 -0.3
Performance vs peer group composite: Simon Gergel
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
3 years
out of a possible 10
Overall markets
Underperformed peer group composite
7 years
out of a possible 10
Rising markets
Outperformed peer group composite
2 years
out of a possible 9
Falling markets
Outperformed peer group composite
1 year
out of a possible 1
Funds currently managed
Fund Sole/Co-managed Sector Periods
Merchants Trust PLC Lead manager IT UK Equity Income since Apr 01 2006 to present
Allianz UK Equity Income Lead manager UT UK Equity Income since May 01 2006 to present
Funds managed previously
Fund Periods
HSBC Monthly Income since Sep 09 2002 to Jan 31 2006
HSBC Income since Sep 09 2002 to Jan 31 2006
Data provided by FE. Care has been taken to ensure that the information is correct, but FE neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.