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You are here: Manager factsheet
Trevor Greetham
Fidelity (FIL(Luxembourg)SA), Fidelity (FIL Investment Intl)
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FE Trustnet verdict
Overall, performing better than the peer group composite. However, over a fairly lengthy track record, the manager has underperformed 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
Trevor Greetham, Asset Allocation Director: Trevor is responsible for Fidelity International's asset allocation process. Trevor is based in London and works alongside Richard Skelt, who is Head of the Investment Strategies Group. At Fidelity, Trevor will also seek to incorporate fundamental information obtained from regional portfolio managers and analysts in the fine-tuning of this process. Trevor is a qualified actuary and started his career at Provident Life.
Total return for Trevor Greetham
Manager career performance
 
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 : Trevor Greetham

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
Trevor Greetham 15.1 -4.9 7.0 19.5 -2.5 4.9 4.4 - - -
Peer Group Composite 16.4 -3.4 8.2 15.8 -8.3 0.7 8.1 - - -
Over / Under -1.3 -1.5 -1.2 3.7 5.8 4.2 -3.7 - - -
Performance vs peer group composite: Trevor Greetham
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
3 years
out of a possible 7
 
Overall markets
Up
Underperformed peer group composite
4 years
out of a possible 7
 
Rising markets
UpDown
Outperformed peer group composite
2 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
FF Growth & Income Lead manager FO Mixed Asset - Balanced since May 01 2006 to present
FF Multi Asset Strategic Lead manager FO Mixed Asset - Balanced since Oct 30 2006 to present
Fidelity Multi Asset Strategic Lead manager UT Mixed Investment 20%-60% Shares since Jan 22 2007 to present
FF Multi Asset Navigator Lead manager FO Mixed Asset - Flexible since May 08 2007 to present
FF Multi Asset Strategic Defensive Lead manager FO Mixed Asset - Cautious since Jan 19 2009 to present
Fidelity Managed Pension Portfolio Lead manager UT Mixed Investment 40%-85% Shares since Jan 26 2009 to present
Fidelity Multi Asset Growth Lead manager UT Mixed Investment 40%-85% Shares since Nov 30 2009 to present
Fidelity Multi Asset Defensive Lead manager UT Mixed Investment 0%-35% Shares since Jul 04 2011 to present
Fidelity Multi Asset Allocator Defensive Lead manager UT Mixed Investment 0%-35% Shares since Oct 10 2011 to present
Fidelity Multi Asset Allocator Growth Lead manager UT Mixed Investment 40%-85% Shares since Oct 10 2011 to present
Fidelity Multi Asset Allocator Strategic Lead manager UT Mixed Investment 20%-60% Shares since Oct 10 2011 to present
Fidelity Multi Asset Adventurous Lead manager UT Flexible Investment since Sep 21 2012 to present
Fidelity Multi Asset Allocator Adventurous Lead manager UT Flexible Investment since Dec 05 2012 to present
Fidelity Allocator World Lead manager UT Global since Feb 05 2013 to present
Funds managed previously
Fund Periods
No previously managed funds
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