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You are here: Manager factsheet

Dr. Guy Morrell
HSBC Investment Funds (Lux) SA
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Manager profile
Guy joined HSBC in 2004 to establish its indirect property team. Guy is the Portfolio Manager of the HSBC Open Global Property Fund. He has 37 years’ experience in property investment. He was formerly Chief Investment Officer Global Property at Henderson Global Investors having joined the group in 1996 to head up AMP’s property fund management team. Previously he worked at Prudential Portfolio Managers and Healey & Baker. Guy holds a PhD from the University of Reading a first class honours BSc from De Montfort University and is a chartered surveyor. He is a member of the Investment Property Databank (IPD) Consultative Groups and is a Visiting Fellow at the London School of Economics Department of Geography and the Environment.
Total return for Dr. Guy Morrell
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
 
 
 
 
 
65-101m
 
 
 
 
 
 
 
 
 
77-113m
 
 
 
 
 
 
 
 
 
89-125m
 
 
 
 
 
 
 
 
 
101-137m
 
 
 
 
 
 
 
 
 
113-149m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Dr. Guy Morrell

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
Dr. Guy Morrell 1.3 2.9 -21.8 17.0 16.4 -19.1 15.8 -5.6 8.9 3.0
Peer Group Composite 0.7 1.9 -9.2 16.1 18.7 -8.7 16.8 -5.8 20.2 0.9
Over / Under 0.6 1.0 -12.6 0.9 -2.3 -10.4 -1.0 0.2 -11.3 2.1
Performance vs peer group composite: Dr. Guy Morrell
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
5 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
5 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
4 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
HSBC GIF Global Real Estate Equity Co-managed FO Property - International since Mar 27 2015 to present
Funds managed previously
Fund Periods
HSBC Global Listed Real Assets since Nov 26 2007 to Jul 31 2023
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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