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You are here: Manager factsheet

Alex Lee
Threadneedle Management Luxemb, Threadneedle Investment Servic
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Manager profile
Alex joined is a portfolio manager in the Global Equities team. Alex joined the company in 2016 as a portfolio manager on the Japan Equities desk and moved to the Global Equities team in 2018. He is now co-portfolio manager on the Global Focus strategy and lead manager for a number of segregated Japan equity mandates.Whilst working on the Japan desk, Alex assisted the Global Equities team with idea generation and analysis of Japanese companies across all sectors. Before joining the company, Alex was a Senior Fund Manager at Canada Life Investments, where he managed the Japan equity strategy and supported the management of the US and global equity strategies. Alex has a BSc in economics from the London School of Economics. He also holds the Chartered Financial Analyst designation.
Total return for Alex Lee
Manager career performance
Discrete calendar year performance : Alex Lee

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
Alex Lee - - - - - - - 14.8 -4.0 22.8
Peer Group Composite - - - - - - - 16.9 -1.4 29.8
Over / Under - - - - - - - -2.1 -2.6 -7.0
Performance vs peer group composite: Alex Lee
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
0 years
out of a possible 3
 
Overall markets
Up
Underperformed peer group composite
3 years
out of a possible 3
 
Rising markets
UpDown
Outperformed peer group composite
0 years
out of a possible 2
 
Falling markets
UpDown
Outperformed peer group composite
0 years
out of a possible 1
Funds currently managed
Fund Sole/Co-managed Sector Periods
CT (Lux) Global Focus Co-managed FO Equity - Ethical since Jul 01 2023 to present
CT Global Focus Co-managed IA Global since Jul 01 2023 to present
Funds managed previously
Fund Periods
LF Canlife Japan since Feb 01 2011 to Aug 25 2016
Threadneedle Japan Growth since Dec 23 2016 to fund close
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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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