Ken Hsia

Toolset

Fund Performance

You are here:

Manager factsheet

Ken Hsia
St. Jamess Place UT Group Ltd
Manager factsheet pdf RSS Feed

Manager profile

Ken is the portfolio manager for the European strategies at Ninety One. Ken joined the firm in 2004 from MoVa Investment Partners, of which he was a co-founder, where he was a portfolio manager focused on European small- and mid-cap stocks. Prior to that, Ken spent eight years at Fidelity Investments as an equity analyst. Ken graduated from the University of Oxford with a doctorate in Organic Chemistry. He is a member of the UK Society of Investment Professionals and a CFA Charterholder.

FOLLOW ON FUNDSWIRE

Annualised total return over 17.9 years

+6.4%

Cumulative performance (% growth)

	1 year	3 years	5 years	7 years	10 years
Ken Hsia	8.3	13.1	31.7	36.8	67.1
Peer Group Composite	12.5	23.7	50.9	59.7	100.4
Over / Under	-4.2	-10.6	-19.2	-22.9	-33.3

Total return for Ken Hsia

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

53-89m

65-101m

77-113m

89-125m

101-137m

Discrete calendar year performance : Ken Hsia

Discrete performance

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

Ken Hsia	8.3	5.4	-0.9	33.9	-13.4	-3.2	8.0	15.0	5.3	0.9
Peer Group Composite	12.5	5.2	4.5	36.1	-10.4	0.3	5.5	20.1	2.9	1.5
Over / Under	-4.2	0.2	-5.4	-2.2	-3.0	-3.5	2.5	-5.1	2.4	-0.6

Performance vs peer group composite: Ken Hsia

How a manager matches up against their peers gives you some idea of how talented they are. 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 10

Overall markets

Underperformed peer group composite

7 years

out of a possible 10

Rising markets

Outperformed peer group composite

3 years

out of a possible 9

Falling markets

Outperformed peer group composite

0 years

out of a possible 1

Funds currently managed

Fund	Sole/Co-managed	Sector	Periods

SJP Greater European Progressive	Co-managed	UT Europe Including UK	since Jul 30 2018 to present

Funds managed previously

Fund	Periods

Ninety One European Equity	since Apr 01 2012 to Nov 30 2022
Scottish Widows HIFML UK Strategic	since Jan 19 2009 to fund close
Ninety One UK Alpha	since Jun 01 2006 to Mar 31 2012
SJP Continental European	since Jul 30 2018 to Nov 20 2023
Ninety One UK Smaller Companies	since Jan 21 2014 to Sep 30 2017
Ninety One European	since Apr 01 2012 to fund close