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You are here: Manager factsheet

Paul Kim

WAY Fund Managers, Fund Partners Ltd
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FE Trustnet verdict
Overall, performing about the same as the peer group composite. However, over a long track record, the manager has, period by period, consistently underformed the peer group. Stockpicking has made a contribution to results, which have not been particularly exposed to falling markets.
Manager profile
Paul has managed discretionary portfolios and multi-manager funds for more than 30 years. He was instrumental in setting up Investment Manager Selection Ltd with Richard Timberlake and Peter O’Connor in 1999 and the subsequent growth of the business. In 2008, IMS was bought by BNP Paribas and re-named Fundquest, with Paul being responsible for the management of the IMS funds and client funds, including three for Aviva Investors. Paul has also managed discretionary portfolios and services at Capel Cure Myers and Sun Life Portfolio Counselling Services (AXA Sun Life).
Total return for Paul Kim
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 : Paul Kim

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
Paul Kim 8.8 3.2 4.3 - - -1.6 12.1 20.5 -22.0 4.6
Peer Group Composite 12.1 -1.1 5.5 - - 0.4 10.3 21.9 -21.3 5.0
Over / Under -3.3 4.3 -1.2 - - -2.0 1.8 -1.4 -0.7 -0.4
Performance vs peer group composite: Paul Kim
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
Up
Outperformed peer group composite
2 years
out of a possible 8
 
Overall markets
Up
Underperformed peer group composite
6 years
out of a possible 8
 
Rising markets
UpDown
Outperformed peer group composite
1 year
out of a possible 6
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
WAY MA Cautious Portfolio Co-managed IA Mixed Investment 20%-60% Shares since Nov 01 2013 to present
WAY MA Growth Portfolio Co-managed IA Flexible Investment since Nov 01 2013 to present
FP Verbatim Portfolio 4 Co-managed IA Unclassified since Jun 30 2014 to present
FP Verbatim Portfolio 6 Co-managed IA Unclassified since Feb 01 2016 to present
FP Verbatim Portfolio 3 Co-managed IA Unclassified since Jul 01 2016 to present
FP Verbatim Portfolio 5 Growth Co-managed IA Unclassified since Jul 01 2016 to present
FP Verbatim Portfolio 7 Co-managed IA Unclassified since Jul 01 2016 to present
Funds managed previously
Fund Periods
IFSL Select since Dec 20 1999 to Feb 10 2011
WAY Global Blue Managed Portfolio since Sep 01 2002 to Jan 31 2010
WAY Global Red Active Portfolio since Sep 01 2002 to Jan 31 2010
IFSL Select Cautious since Oct 18 2004 to Feb 10 2011
Elite Professional Global Gth Pfolio since Apr 29 2002 to fund close
WAY Global Cautious Portfolio since Feb 28 2005 to Jan 31 2010
CF FundQuest Select Opportunities since Dec 27 2006 to Feb 10 2011
Premier Multi-Asset Growth & Income since Dec 11 2006 to Mar 31 2010
Premier Liberation VIII since Oct 01 2008 to Mar 31 2011
CF FundQuest Global Select since Jul 24 2009 to Feb 10 2011
WAY MA Growth Portfolio since Aug 31 2006 to Mar 16 2008
Aviva Investors MultiManager Lifetime IMS Growth since Mar 31 2005 to fund close
Aviva Investors MultiManager Lifetime IMS Growth & Income since Mar 31 2005 to fund close
Aviva Investors MultiManager Lifetime IMS Income since Apr 25 2005 to fund close
7IM Cautious since Mar 17 2011 to Oct 31 2011
Threadneedle Balanced Managed since Mar 17 2011 to Oct 31 2011
Threadneedle Diversified Income since Mar 17 2011 to Oct 31 2011
Threadneedle Managed Portfolio 4 since Mar 17 2011 to Oct 31 2011
Threadneedle Managed Portfolio 5 since Mar 17 2011 to Oct 31 2011
Threadneedle Managed Portfolio 6 since Mar 17 2011 to Oct 31 2011
Threadneedle Managed Portfolio 7 since Mar 17 2011 to Oct 31 2011
Threadneedle Worldwide Select since Mar 17 2011 to Oct 31 2011
IFSL Sinfonia Diversified Target Return Portfolio since Jul 01 2009 to fund close
News & Research: Related articles sector Sector fund Fund group Group manager Manager
Sector Top-performing multi-asset funds struggle to stay in top quartile By Gary Jackson  29-Nov-2016
Data provided by FE. Care has been taken to ensure that the information is correct, but FE neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.

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