Your Basket
Your Basket
There are no funds in your basket. To add funds to your basket use the Green Plus Icon wherever you see it next to a fund.
Fund name
Aberdeen American Growth  
Fidelity American  
Schroder UK Mid 250  
M&G Recovery  
Jupiter Merlin UK Growth  
Close Basket Open basket

Login

Login

Register

It's look like you're leaving us

What would you like us to do with the funds you've selected

Show me all my options Forget them Save them
Customise this table
 
 
Poll

Have you been allocating more to cash or equities, given signs of rising risks?

Cash
Equities

Vote

 
You are here: Manager factsheet

Simon Gergel

Allianz Global Investors UK
pdfIcon Manager factsheet pdf    rss feed RSS Feed
FE Trustnet verdict
Overall, performing about the same as the peer group composite. However, over a long track record, the manager has, period by period, over- and under-performed roughly equally. 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
 
 
 
 
 
0-36m
 
 
 
 
 
 
 
 
 
12-48m
 
 
 
 
 
 
 
 
 
24-60m
 
 
 
 
 
 
 
 
 
36-72m
 
 
 
 
 
 
 
 
 
48-84m
 
 
 
 
 
 
 
 
 
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 7.2 33.4 8.0 9.8 12.5 -10.7 -16.3 11.6 7.1 20.8
Peer Group Composite 10.2 24.7 12.7 7.6 10.9 -9.2 -17.5 12.1 7.1 21.0
Over / Under -3.0 8.7 -4.7 2.2 1.6 -1.5 1.2 -0.5 0.0 -0.2
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
Up
Outperformed peer group composite
5 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
5 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
4 years
out of a possible 8
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 2
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
 
  • Stay connected with FE trustnet
  • Authorised and Regulated by the
    Financial Conduct Authority
  • © Trustnet Limited . All Rights Reserved.
  • Please read our Terms of Use / Disclaimer
    and Privacy and Cookie Policy.
  • Data supplied in conjunction with Thomson Financial Limited,
    London Stock Exchange Plc, StructuredRetailProducts.com
    and ManorPark.com