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You are here: Manager factsheet

Amit Lodha

Fidelity (FIL(Luxembourg)SA), Fidelity (FIL Investment Intl)
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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
Amit Lodha joined Fidelity as a research analyst in our Mumbai office in 2003. He spent his first three years with the company covering Indian equities (responsible for technology, media, telecoms, financials and retail sectors) before becoming the Asia (ex Japan) financials sector leader in 2006. In 2007, Amit joined the analyst team in London to become global commodities analyst and pick up coverage of basic materials stocks. In April 2008, he was appointed Portfolio Manager of the FF Global Industrials Fund (a fund that invests across the natural resources and industrials sectors). He has also managed a broader mandate – the FF Global Real Asset Securities Fund - since its launch in September 2009. Prior to joining Fidelity in 2003, Amit spent three years as an equity analyst at Citigroup in Mumbai, covering the Indian telecoms, technology and media sectors. He started his career in the industry at KPMG Mumbai in 1997 where he left haven risen to a senior Accountant in 2000. Amit completed his BA and MA in Commerce & Economics at Mumbai University. He is a qualified accountant from the Institute of Chartered Accountants, India and a CFA, from the CFA Institute (US). Amit Lodha was named in FE Trustnet’s list of Alpha Managers in 2012. The 160 managers on the list, selected from 1100 eligible managers, are rated on their risk-adjusted alpha, distinguishing those who are best able to navigate all phases of the market cycle.
Total return for Amit Lodha
 
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 : Amit Lodha

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
Amit Lodha 8.1 15.9 12.4 -4.4 21.9 51.7 -32.9 - - -
Peer Group Composite 8.7 20.3 10.5 -5.2 13.6 21.9 -27.0 - - -
Over / Under -0.6 -4.4 1.9 0.8 8.3 29.8 -5.9 - - -
Performance vs peer group composite: Amit Lodha
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
Funds currently managed
Fund Sole/Co-managed Sector Periods
Fidelity Global Real Asset Securities Lead manager FO Equity - International since Sep 02 2009 to present
Fidelity Global Focus Lead manager UT Global since Oct 01 2010 to present
Fidelity Global Focus Lead manager FO Equity - International since Oct 01 2010 to present
Fidelity Institutional Global Focus Lead manager UT Global since Oct 01 2010 to present
Funds managed previously
Fund Periods
Fidelity Global Real Asset Securities since Sep 14 2011 to fund close
Fidelity Global Industrials since Apr 08 2008 to Jan 16 2011