Graeme Allan

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Fund Performance

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Manager factsheet

Graeme Allan
Russell Investments
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Manager profile

Graeme Allan works as a portfolio manager for Russell Investments within the organization’s Investment Division. Graeme is responsible for the management of various Global and International equity funds. Since joining Russell Investments in September 2000, Graeme has spent time specializing in Emerging Market equities, UK equities, European equities, and Global equities. He has performed both manager research and portfolio management functions in his time at Russell Investments. Prior to joining Russell, Graeme was with Standard & Poor’s Fund Research, from August 1999 to September 2000. There, he was involved in the analysis and assessment of mutual funds as part of Standard & Poor’s fund management ratings service. Previously, Graeme had worked as a Chartered Surveyor, from 1995 to 1998. In the year prior to joining Standard & Poor’s, Graeme completed an MSc in Investment Analysis (with Distinction). Graeme is an associate of the CFA Society of the UK.

FOLLOW ON FUNDSWIRE

Annualised total return over 13.7 years

+6.9%

Cumulative performance (% growth)

	1 year	3 years	5 years	7 years	10 years
Graeme Allan	7.5	15.5	25.1	36.5	89.1
Peer Group Composite	15.5	23.7	56.0	71.9	145.6
Over / Under	-8.0	-8.2	-30.9	-35.4	-56.5

Total return for Graeme Allan

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 : Graeme Allan

Discrete performance

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

Graeme Allan	7.5	-0.4	7.9	29.3	-16.4	6.8	2.7	25.5	-2.6	13.3
Peer Group Composite	15.5	-0.8	7.9	37.4	-8.3	8.2	1.8	26.4	-2.1	15.5
Over / Under	-8.0	0.4	0.0	-8.1	-8.1	-1.4	0.9	-0.9	-0.5	-2.2

Performance vs peer group composite: Graeme Allan

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

2 years

out of a possible 7

Falling markets

Outperformed peer group composite

1 year

out of a possible 3

Funds currently managed

Fund	Sole/Co-managed	Sector	Periods

Russell Investments Global High Dividend Equity	Lead manager	FO Equity - International	since Jul 28 2010 to present

Funds managed previously

Fund	Periods

FP Russell Investments International Growth Assets	since Feb 13 2015 to Jun 01 2018
Russell Investments II World Equity	since Feb 13 2015 to May 31 2018
Russell Investments World Equity II	since Feb 13 2015 to May 31 2018