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Paul Kim
FundQuest UK Limited
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Trustnet verdict
Overall, performing about the same as the peer group composite. Nevertheless, over a long track record, the manager has outperformed the peer group more often than not. Stockpicking has not really benefited results, which have not been particularly exposed to falling markets.
Manager profile
Paul is a member of the Securities Institute and has more than 20 years' investment experience. He as been Research Director at IMS Ltd since 1999, a UK based multi-manager acquired by FundQuest in April 2008. Prior to that he was an investment manager at CCM/Old Mutual between 1998 and 1999, before which he spent seven years at Axa Sun Life as a director, asset management, Axa Sun Life Portfolio Service. He joined AXA from Christie Group where he was an investment manager between 1988 and 1991. Paul began his career at Alexander Stenhouse in 1982. Previously, Paul was with AXA Sun Life Portfolio Services as Director of their Asset Management Division, having moved from his role as Director of Fund Selection and Portfolio Management at Spencer Thornton, Stockbrokers. Prior to this Paul spent five years working as Manager of the Personal Investment Unit at Alexander Stenhouse Fund Managers.
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 performance
  0-12m 12-24m 24-36m 36-48m 48-60m 60-72m 72-84m 84-96m 96-108m 108-120m
Paul Kim 14.7 -12.7 -4.8 3.5 20.5 10.6 32.2 - - -
Peer Group Composite 21.1 -18.3 -2.1 6.6 19.9 10.1 28.5 - - -
Over / Under -6.4 5.6 -2.7 -3.1 0.6 0.5 3.7 - - -
Performance vs peer group composite: Paul Kim
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
4 years
out of a possible 7
 
Overall markets
Up
Underperformed peer group composite
3 years
out of a possible 7
 
Rising markets
UpDown
Outperformed peer group composite
3 years
out of a possible 5
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 2
Total return for Paul Kim
Manager career performance
Discrete calendar year performance : Paul Kim

Manager career performance
Funds currently managed
Fund Sole/Co-managed Sector Periods
CF FundQuest Select Co-managed UT Active Managed since Dec 20 1999 to present
CF FundQuest Select Income Co-managed UT Cautious Managed since Oct 18 2004 to present
Elan Diversified Income Sole UT Cautious Managed since Dec 11 2006 to present
CF FundQuest Select Opportunities Co-managed UT Specialist since Dec 27 2006 to present
Liberation VIII Sole UT Global Growth since Oct 01 2008 to present
IFSL Sinfonia Active Managed Portfolio Sole UT Active Managed since Jul 01 2009 to present
IFSL Sinfonia Balanced Managed Portfolio Sole UT Balanced Managed since Jul 01 2009 to present
IFSL Sinfonia Diversified Target Return Portfolio Sole UT Balanced Managed since Jul 01 2009 to present
IFSL Sinfonia Income & Growth Portfolio Sole UT Cautious Managed since Jul 01 2009 to present
IFSL Sinfonia Income Portfolio Sole UT Cautious Managed since Jul 01 2009 to present
CF FundQuest Global Select Co-managed UT Global Growth since Jul 24 2009 to present
Funds managed previously
Fund Periods
WAY Global Blue Managed Portfolio since Sep 01 2002 to Jan 31 2010
WAY Global Red Active Portfolio since Sep 01 2002 to Jan 31 2010
WAY Global Cautious Portfolio since Feb 28 2005 to Jan 31 2010
WAY MA Growth Portfolio since Aug 31 2006 to Mar 16 2008