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You are here: Manager factsheet
Richard Skelt
STANLIB Collective Inv Ltd, 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 long track record, the manager has outperformed the peer group more often than not. Stockpicking has made a contribution to results, which have tended to be relatively better in a rising market.
Manager profile
Richard is a more than 20 years veteran of Fidelity Worldwide Investment. He joined in 1991 as Research Analyst and became Head of Quantitative Research and Portfolio Manager in mid-90s. He is the founder of the Investment Solutions Group, the Fidelity’s $42bn AUM investment team with capabilities in strategic and tactical asset allocation and manager selection. Richard manages a number of multi asset and equity funds with internal and open architecture for both retail and institutional clients. Richard holds an MBA from the London Business School.
Total return for Richard Skelt
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 : Richard Skelt

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
Richard Skelt 27.7 -8.5 14.1 18.7 -19.2 -2.3 14.5 18.0 14.3 9.9
Peer Group Composite 23.1 -6.4 11.4 17.9 -15.4 -2.1 11.3 13.8 11.9 10.4
Over / Under 4.6 -2.1 2.7 0.8 -3.8 -0.2 3.2 4.2 2.4 -0.5
Performance vs peer group composite: Richard Skelt
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
6 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
4 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
6 years
out of a possible 7
 
Falling markets
UpDown
Outperformed peer group composite
0 years
out of a possible 3
Funds currently managed
Fund Sole/Co-managed Sector Periods
STANLIB Global Equity Lead manager FO Equity - International since Jan 01 2005 to present
FF Euro Balanced Co-managed (deputy) FO Mixed Asset - Balanced since Apr 30 2013 to present
FF International Co-managed (deputy) FO Equity - International since Apr 30 2013 to present
FF World Co-managed (deputy) FO Equity - International since Apr 30 2013 to present
Fidelity International Co-managed (deputy) UT Global since Apr 30 2013 to present
Fidelity Moneybuilder Global Co-managed (deputy) UT Global since Apr 30 2013 to present
Fidelity Multi Asset Income Co-managed (deputy) UT Mixed Investment 0%-35% Shares since Apr 30 2013 to present
Fidelity Wealthbuilder Co-managed (deputy) UT Global since Apr 30 2013 to present
Funds managed previously
Fund Periods
FF World since Oct 08 1996 to Apr 29 2013
Fidelity Wealthbuilder since Dec 09 1996 to Apr 29 2013
FF Euro Balanced since Feb 02 1997 to Apr 29 2013
Fidelity Moneybuilder Global since Oct 01 1998 to Apr 29 2013
Fidelity Portfolio since Nov 11 1996 to Dec 31 2005
FF FPS Global Growth since Dec 31 1997 to Jun 30 2006
FF International since Jan 01 2005 to Apr 29 2013
Fidelity International since Jan 01 2005 to Apr 29 2013
Fidelity Target 2010 since Jun 02 2003 to Jun 30 2010
Fidelity Target 2015 since Jun 02 2003 to Jun 30 2010
Fidelity Target TM 2020 since Jun 02 2003 to Jun 30 2010
FF Fidelity Target 2015 (Euro) since Sep 05 2003 to Jun 30 2010
FF Fidelity Target 2020 (Euro) since Sep 05 2003 to Jun 30 2010
FF Target TM 2010 (Euro) since Sep 05 2003 to Jun 30 2010
Fidelity Multi Asset Income since Apr 30 2007 to Apr 29 2013
FF Fidelity Target 2025 (Euro) since May 16 2005 to Jun 30 2010
FF Fidelity Target 2030 (Euro) since May 16 2005 to Jun 30 2010
FF Target 2035 (Euro) since Jun 26 2006 to Jun 30 2010
FF Target 2040 (Euro) since Jun 26 2006 to Jun 30 2010
Fidelity MultiManager Distribution since Sep 04 2006 to fund close
Fidelity Target 2025 since Apr 30 2007 to Jun 30 2010
Fidelity Target 2030 since Apr 30 2007 to Jun 30 2010
FF MultiManager Natural Resources since Sep 01 2006 to fund close
FF Euro Stoxx 50 since Jan 01 2002 to Mar 31 2004
Fidelity Multi Asset Open Growth since Oct 17 2003 to Dec 31 2005
Fidelity Multi Asset Open Strategic since Oct 17 2003 to Dec 31 2005
Fidelity Retirement 2015 since Apr 30 2007 to fund close
Fidelity Retirement 2020 since Apr 30 2007 to fund close
Fidelity Retirement 2035 since Apr 30 2007 to fund close
Fidelity Retirement 2040 since Apr 30 2007 to fund close
Fidelity Moneybuilder UK Index since Apr 01 2002 to Mar 31 2004
Fidelity MultiManager Equity Income Portfolio since Jul 01 2007 to fund close
Fidelity MultiManager Special Situations Portfolio since Jul 01 2007 to fund close
FF MultiManager Global High Alpha since Jun 02 2008 to fund close
FF MultiManager Balanced since Jun 02 2008 to fund close
FF MultiManager Diversified since Jun 02 2008 to fund close
FF MultiManager European High Alpha since Jun 02 2008 to fund close
FF MultiManager Global High Income Hedge since Jun 02 2008 to fund close
Fidelity Multi Asset Open Growth since Jul 01 2007 to Jun 02 2008
Fidelity Multi Asset Open Strategic since Jul 01 2007 to May 30 2008
Fidelity Multi Asset Open Growth since Jul 10 2009 to Jan 31 2010
Fidelity Multi Asset Open Strategic since Jul 10 2009 to Jan 31 2010
Fidelity MultiManager Balanced Portfolio since Jul 10 2009 to Jan 31 2010
Fidelity FNW PFMGR Adventurous since Jul 10 2009 to fund close
Fidelity FNW PFMGR Aggressive since Jul 10 2009 to fund close
Fidelity FNW PFMGR Cautious since Jul 10 2009 to fund close
Fidelity FNW PFMGR Defensive since Jul 10 2009 to fund close
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