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You are here: Manager factsheet

Eugene Philalithis
Fidelity International (FIL In, Fidelity International (FIL In
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Manager profile
Eugene Philalithis is a Portfolio Manager in Fidelity’s Multi Asset team, managing a number of strategies for retail and institutional investors. He is experienced in managing volatility targeted portfolios, having managed Fidelity’s Diversified Growth and Diversified Markets strategies for a number of years. Eugene joined Fidelity in 2007. Prior to joining Fidelity, Eugene spent seven years at Russell Investments, where he was responsible for managing approximately $10 billion in multi manager fixed income mandates.Eugene holds an MBA and a Bachelor of Engineering from Imperial College, London. He is also a CAIA Charterholder. Eugene leads Fidelity Multi Asset Strategy Selection team in Fixed Income & Alternatives Research, adding a breadth of expertise and skills to the Fidelity Target Fund range.
Total return for Eugene Philalithis
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
 
 
 
 
 
61-97m
 
 
 
 
 
 
 
 
 
73-109m
 
 
 
 
 
 
 
 
 
85-121m
 
 
 
 
 
 
 
 
 
97-133m
 
 
 
 
 
 
 
 
 
109-145m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Eugene Philalithis

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
Eugene Philalithis 11.4 1.2 -7.2 3.4 3.4 6.9 0.2 8.5 14.8 0.8
Peer Group Composite 10.7 0.7 -5.8 7.2 4.8 6.4 -1.0 8.6 9.8 0.5
Over / Under 0.7 0.5 -1.4 -3.8 -1.4 0.5 1.2 -0.1 5.0 0.3
Performance vs peer group composite: Eugene Philalithis
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
6 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
4 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
5 years
out of a possible 8
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
Fidelity Global Multi Asset Income Co-managed FO Mixed Asset - Cautious since Mar 27 2013 to present
Fidelity Multi Asset Income Co-managed IA Mixed Investment 0-35% Shares since May 01 2013 to present
Fidelity Multi Asset Balanced Income Lead manager IA Mixed Investment 20-60% Shares since Sep 04 2013 to present
Fidelity Multi Asset Income & Growth Lead manager IA Mixed Investment 40-85% Shares since Sep 04 2013 to present
Fidelity Target TM 2020 (Euro) Co-managed FO Mixed Asset - Flexible since Apr 07 2014 to present
Fidelity Target TM 2025 Co-managed FO Mixed Asset - Flexible since Apr 07 2014 to present
Fidelity Target TM 2030 Co-managed FO Mixed Asset - Flexible since Apr 07 2014 to present
Fidelity Target TM 2035 Co-managed FO Mixed Asset - Flexible since Apr 07 2014 to present
Fidelity Target TM 2040 Co-managed FO Mixed Asset - Flexible since Apr 07 2014 to present
Fidelity TargetTM 2045 Co-managed FO Mixed Asset - Flexible since Apr 07 2014 to present
Fidelity TargetTM 2050 Co-managed FO Mixed Asset - Flexible since Apr 07 2014 to present
Fidelity Sustainable Multi Asset Income Co-managed (deputy) FO Mixed Asset - Balanced since Jan 31 2015 to present
Fidelity Multi Asset Dynamic Inflation Co-managed FO Mixed Asset - Flexible since Jun 30 2016 to present
FF Institutional Target 2020 Euro Co-managed FO Mixed Asset - Flexible since Jul 08 2016 to present
FF Institutional Target TM 2025 (Euro) Co-managed FO Mixed Asset - Flexible since Jul 08 2016 to present
FF Institutional Target TM 2030 (Euro) Co-managed FO Mixed Asset - Flexible since Jul 08 2016 to present
FF Institutional Target TM 2035 (Euro) Co-managed FO Mixed Asset - Flexible since Jul 08 2016 to present
FF Institutional Target TM 2040 (Euro) Co-managed FO Mixed Asset - Flexible since Jul 08 2016 to present
FF Institutional Target TM 2045 (Euro) Co-managed FO Mixed Asset - Flexible since Jul 08 2016 to present
FF Institutional Target TM 2050 (Euro) Co-managed FO Mixed Asset - Flexible since Jul 08 2016 to present
Fidelity European Multi Asset Income Lead manager FO Mixed Asset - Balanced since Oct 15 2019 to present
Fidelity Diversified Markets Co-managed (deputy) IA Unclassified since May 03 2021 to present
Fidelity Global Multi Asset Growth & Income Co-managed (deputy) FO Mixed Asset - Flexible since May 05 2021 to present
FF Asia Pacific Multi Asset Growth & Income Co-managed (deputy) FO Mixed Asset - Flexible since Jun 30 2022 to present
Funds managed previously
Fund Periods
Fidelity Diversified Growth since Jan 02 2014 to fund close
FF Institutional Target 2015 Euro since Jul 08 2016 to fund close
Fidelity Multi Asset Open Strategic since Feb 01 2010 to Dec 31 2016
FF Asia Pacific Multi Asset Growth & Income since May 01 2017 to Jun 29 2022
Fidelity Global Multi Asset Dynamic since Jun 30 2016 to Mar 09 2021
Fidelity Target TM 2020 since Apr 07 2014 to fund close
Fidelity Target 2025 since Apr 07 2014 to fund close
Fidelity Target 2030 since Apr 07 2014 to fund close
Fidelity Multi Asset Open Defensive since Jan 21 2013 to Dec 31 2016
Fidelity Diversified Markets since Sep 26 2018 to May 02 2021
FF Multi Asset Target Income 2024 since Jan 01 2022 to fund close
Fidelity Target 2015 since Apr 07 2014 to fund close
FF Asia Pacific Multi Asset Growth & Income since May 31 2016 to Feb 28 2017
Fidelity FPS Growth since Jun 30 2016 to fund close
Fidelity MultiManager Balanced Portfolio since Jun 01 2012 to Nov 20 2009
Fidelity Target TM 2015 (Euro) since Apr 07 2014 to fund close
News & Research: Related articles sector Sector fund Fund group Group manager Manager
Group The best UK stock-pickers this year By Emma Wallis  19-Dec-2024
Sector The areas where Janus Henderson funds are excelling and struggling By Matteo Anelli  18-Dec-2024
Group Six funds for 30-year olds By Matteo Anelli  17-Dec-2024
Group What star UK equity managers are expecting from 2025 By Gary Jackson  16-Dec-2024
Sector Trump and Brexit: Potential benefits the world is underestimating By Matteo Anelli  16-Dec-2024
Group How curiosity and creativity unlock great investment opportunities, whether FOMO is overruling investment basics and why UK equities offer attractive buying opportunities: Thoughts from Fundswire this week By Diana Llewellyn  13-Dec-2024
Group Two-fund portfolios: The active/passive approach By Matteo Anelli  11-Dec-2024
Sector Capital Gearing’s Spiller is bracing for a market crash By Emma Wallis  03-Dec-2024
Group Navigating bond markets in a post-election market, identifying AI winners and why it’s time to consider moving out of cash and into fixed income : Thoughts from Fundswire this week By Diana Llewellyn  29-Nov-2024
Group The equity funds on track to beat the market for the sixth year in a row By Gary Jackson  21-Nov-2024
Group Fidelity manager: There are a lot of rubbish companies in Europe; here’s how we find the good ones By Matteo Anelli  19-Nov-2024
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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