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You are here: Manager factsheet

Charles Hepworth
GAM Fund Management Ltd, Pacific Asset Management
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Manager profile
Charles Hepworth is an Investment Director in the Multi Asset Class Solutions (MACS) Team and a member of the MACS Asset Allocation Committee. He is responsible for developing and managing outsourcing solutions for UK independent financial advisers within GAM’s discretionary fund management service. Prior to joining GAM in May 2012, he was a group director at Quilter, responsible for running the Managed Portfolio Service since 2001. He started at Quilter as an assistant fund manager in 1994. Prior to this, he was a deputy fund manager at Albert E Sharp, specialising in managing money for private clients. He began his career at SG Warburg in 1991. Charles Hepworth holds a BSc (Hons) in Biotechnology from Leeds University, is a CFA and CAIA charterholder, and is a fellow of the Chartered Institute for Securities and Investment. He is based in London.
Total return for Charles Hepworth
Manager career performance
Discrete calendar year performance : Charles Hepworth

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
Charles Hepworth 7.9 -4.6 -2.7 27.0 -7.7 0.1 1.6 15.5 -3.5 3.0
Peer Group Composite 7.5 -2.3 3.1 17.0 -4.4 3.3 0.2 17.0 -1.3 7.7
Over / Under 0.4 -2.3 -5.8 10.0 -3.3 -3.2 1.4 -1.5 -2.2 -4.7
Performance vs peer group composite: Charles Hepworth
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
3 years
out of a possible 7
 
Falling markets
UpDown
Outperformed peer group composite
0 years
out of a possible 3
Funds currently managed
Fund Sole/Co-managed Sector Periods
GAM Star Global Defensive Co-managed IA Volatility Managed since May 01 2012 to present
GAM Star Global Dynamic Growth Co-managed IA Volatility Managed since May 01 2012 to present
GAM Star Global Growth Co-managed IA Volatility Managed since Oct 12 2012 to present
GAM Star Global Balanced Co-managed IA Volatility Managed since Oct 18 2012 to present
GAM Star Global Cautious Co-managed IA Volatility Managed since Oct 18 2012 to present
dVAM Balanced Active PCP Co-managed FO Mixed Asset - Balanced since Feb 13 2019 to present
dVAM Cautious Active PCP Co-managed FO Mixed Asset - Cautious since Feb 13 2019 to present
dVAM Growth Active PCP Co-managed FO Mixed Asset - Aggressive since Feb 13 2019 to present
Funds managed previously
Fund Periods
GAM MP UK Equity since Jan 01 2013 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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