Michael Kerley | Fund manager factsheet | Henderson Global Investors Ltd

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FE Trustnet Fund managers

Manager factsheet

Michael Kerley
Henderson Management SA, Henderson Global Investors Ltd
Manager factsheet pdf RSS Feed


	FE Trustnet verdict Overall, performing about the same as the peer group composite. Nevertheless, 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

Michael Kerley, has over 25 years experience in the investment management industry, having previously worked for Invesco and ISIS Asset management. He joined Henderson Global Investors in 2004, and is currently Manager of the Henderson Horizon Asian Dividend Income Fund, along with Henderson Far East Income Trust Investment Limited. Michael has been a specialist in Asia Pacific and emerging market equities since 1993.

FOLLOW ON FUNDSWIRE

Annualised total return over 7.8 years

+16.3%

Cumulative performance (% growth)

	1 year	3 years	5 years	7 years	10 years
Michael Kerley	27.3	35.6	67.2	131.0	-
Peer Group Composite	19.5	26.4	55.3	111.8	-
Over / Under	7.8	9.2	11.9	19.2	-

Total return for Michael Kerley

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 : Michael Kerley

Discrete performance

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

Michael Kerley	27.3	-1.4	7.9	32.8	-7.1	17.7	17.4	37.6	-	-
Peer Group Composite	19.5	-6.9	13.6	51.8	-19.1	9.8	24.2	37.4	-	-
Over / Under	7.8	5.5	-5.7	-19.0	12.0	7.9	-6.8	0.2	-	-

Performance vs peer group composite: Michael Kerley

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 8

Overall markets

Underperformed peer group composite

3 years

out of a possible 8

Rising markets

Outperformed peer group composite

3 years

out of a possible 6

Falling markets

Outperformed peer group composite

2 years

out of a possible 2

Funds currently managed

Fund	Sole/Co-managed	Sector	Periods

Henderson Horizon Asian Dividend Income	Lead manager	FO Equity - Asia Pacific ex Japan	since Oct 23 2006 to present
Henderson Far East	Lead manager	IT Asia Pacific excluding Japan Equities	since Jan 01 2007 to present
Henderson Asian Dividend Income	Lead manager	UT Asia Pacific Excluding Japan	since Nov 09 2009 to present

Funds managed previously

Fund	Periods

Henderson Pacific	since Dec 06 2004 to fund close
Henderson Asia Pacific Capital Growth	since Jan 01 2005 to Aug 01 2005

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