Michael Clark | Fund manager factsheet | Fidelity (FIL Investment Intl)

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FE Trustnet Fund managers

Manager factsheet

Michael Clark
Fidelity (FIL Investment Intl), Fidelity (FIL(Luxembourg)SA)
Manager factsheet pdf RSS Feed


	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. Good stockpicking has had a material positive impact on results, which have not been particularly exposed to falling markets.

Manager profile

Michael Clark is a Portfolio Manager at Fidelity Worldwide Investment (FIL). From FIL's London headquarters, Mr. Clark has managed the Fidelity Income Plus Fund since July 2008. He also manages the Fidelity Enhanced Income Fund, which was launched in February 2009. Prior to becoming a Portfolio Manager, Mr. Clark spent five years as Pan-European Equity Research Analyst with Fidelity, covering oil services, construction, automotive and industrials. Mr Clark has over twenty years investment experience as an analyst on the sell-side, covering a wide range of companies and sectors in the UK and Continental Europe. These sectors include foods, business services, pharmaceuticals and electrical engineering. Previously he worked at JP Morgan, Enskilda and Morgan Grenfell. In 1982 Mr Clark gained a degree in Modern Languages from Cambridge University.

FOLLOW ON FUNDSWIRE

Annualised total return over 4.9 years

+8.6%

Cumulative performance (% growth)

	1 year	3 years	5 years	7 years	10 years
Michael Clark	20.5	38.4	-	-	-
Peer Group Composite	19.0	27.4	-	-	-
Over / Under	1.5	11.0	-	-	-

Total return for Michael Clark

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 Clark

Discrete performance

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

Michael Clark	20.5	1.5	12.9	22.6	-11.6	-	-	-	-	-
Peer Group Composite	19.0	-5.3	12.9	30.1	-16.3	-	-	-	-	-
Over / Under	1.5	6.8	0.0	-7.5	4.7	-	-	-	-	-

Performance vs peer group composite: Michael Clark

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 5

Overall markets

Underperformed peer group composite

2 years

out of a possible 5

Rising markets

Outperformed peer group composite

1 year

out of a possible 3

Falling markets

Outperformed peer group composite

2 years

out of a possible 2

Funds currently managed

Fund	Sole/Co-managed	Sector	Periods

Fidelity Moneybuilder Dividend	Lead manager	UT UK Equity Income	since Jul 01 2008 to present
Fidelity Enhanced Income	Co-managed	UT UK Equity Income	since Feb 02 2009 to present
Fidelity Moneybuilder Balanced	Co-managed	UT Mixed Investment 40%-85% Shares	since Dec 01 2009 to present
FF European Dividend	Lead manager	FO Equity - Europe inc UK	since Nov 02 2010 to present

Funds managed previously

Fund	Periods

No previously managed funds

News & Research: Related articles

Sector

Fund

Group

Manager

Giant underperforming funds exposed: UK Equity Income By Joshua Ausden 23-May-2013

Why you should think twice before ditching an underperforming fund By Joshua Ausden 22-May-2013

A UK Equity Income fund for all market conditions By Jenna Voigt 22-May-2013

Five cheap FTSE stocks that have lagged the rally By Joshua Ausden 20-May-2013

Podger: Market correction has already happened By Alex Paget 10-May-2013

The star managers who stand out from the crowd By Alex Paget 08-May-2013

UK small cap funds dominate high-growth rivals By Alex Paget 06-May-2013

Legg Mason Japan Equity fund storms to the top of sales charts By Joshua Ausden 01-May-2013

Funds that add the most value: Strategic bonds By Thomas McMahon 30-Apr-2013

Why you should be wary of the booming high yield market By Thomas McMahon 25-Apr-2013

Greetham: Japan is my favourite equity market By Joshua Ausden 24-Apr-2013

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