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You are here: Manager factsheet

Roger Clark
Hargreaves Lansdown Fund Mgmt
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Manager profile
Roger holds a BA (Hons) in Management and Statistics from the University of Exeter. Roger joined Hargreaves Lansdown in January 2004, became a member of the Investment team in January 2006 and became a Fund Manager in 2007. Roger has been co-manager of the HL Multi-Manager European and HL Multi-Manager Asia & Emerging Markets funds since their launches in February 2015 and April 2015 respectively. He has also been co-manager of HL Multi-Manager UK Growth since July 2019. Roger passed the Investment Management Certificate exam and is a Chartered Alternative Investment Analyst (CAIA).
Total return for Roger Clark
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
 
 
 
 
 
53-89m
 
 
 
 
 
 
 
 
 
65-101m
 
 
 
 
 
 
 
 
 
77-113m
 
 
 
 
 
 
 
 
 
89-125m
 
 
 
 
 
 
 
 
 
101-137m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Roger Clark

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
Roger Clark 6.5 -0.6 -0.4 38.9 -14.4 0.9 3.0 25.6 -2.0 12.9
Peer Group Composite 8.3 -0.3 2.3 37.0 -11.0 2.1 4.4 24.5 -5.1 13.0
Over / Under -1.8 -0.3 -2.7 1.9 -3.4 -1.2 -1.4 1.1 3.1 -0.1
Performance vs peer group composite: Roger Clark
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
3 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
7 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
2 years
out of a possible 7
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 3
Funds currently managed
Fund Sole/Co-managed Sector Periods
HL Multi-Manager European Co-managed UT Europe Excluding UK since Feb 26 2015 to present
HL Multi-Manager Asia and Emerging Markets Co-managed UT Specialist since Apr 29 2015 to present
HL Multi Manager UK Growth Co-managed UT UK All Companies since Jul 01 2019 to present
Funds managed previously
Fund Periods
HL Multi Manager Special Situations since Jun 01 2007 to Jan 03 2022
HL Multi Manager Balanced Managed since Jun 30 2008 to Jan 03 2022
HL HL Cautious Managed since Feb 09 2016 to Jun 30 2019
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Data provided by FE fundinfo. Care has been taken to ensure that the information is correct, but FE fundinfo 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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