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You are here: Manager factsheet

Alena Isakova
Waverton Investment Management
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Manager profile
Alena joined Waverton in 2016 as an Equity Analyst within the Waverton Global Fund team, transferring to the Asia-Pacific equities team at the start of 2017. During this time, she specialised in company research within developed Asia including Hong Kong, China, Singapore and Australasia. In February 2021, Alena became the Lead Manager of the Waverton Asia Pacific Fund. She is also Assistant Fund Manager of the Waverton Global Equity Fund. Prior to her role at Waverton, Alena worked at EY LLP as an Assistant Tax Advisor within their US-UK Private Client Tax team. Alena graduated from the University of Oxford in 2014 with a Master's degree in Molecular and Cellular Biochemistry, holds the Investment Management Certificate (IMC) and is a CFA Charterholder.
Total return for Alena Isakova
Manager career performance
Discrete calendar year performance : Alena Isakova

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
Alena Isakova 7.8 -2.3 -12.5 - - - - - - -
Peer Group Composite 7.6 -4.2 -8.8 - - - - - - -
Over / Under 0.2 1.9 -3.7 - - - - - - -
Performance vs peer group composite: Alena Isakova
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 3
 
Overall markets
Up
Underperformed peer group composite
1 year
out of a possible 3
 
Rising markets
UpDown
Outperformed peer group composite
1 year
out of a possible 1
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
Waverton Asia Pacific Lead manager IA Asia Pacific Excluding Japan since Feb 01 2021 to present
Waverton Global Equity Co-managed (deputy) IA Global since Feb 27 2023 to present
Funds managed previously
Fund Periods
No previously managed funds
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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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