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You are here: Manager factsheet

Peter Fitzgerald
Aviva Investors UK Fd Serv Ltd, Aviva Investors Luxembourg S.A
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Manager profile
Peter leads our global Multi-asset & Macro investment team and is responsible for the team’s strategic direction. Additionally, he is a portfolio manager of the AIMS Target Return fund. Experience and qualifications Peter began his career at Old Mutual in 1995 before joining BNP Wealth Management’s Multi-asset team. He has extensive international experience having worked in Asia, Latin America and Europe. Peter holds a postgraduate diploma in Education from Trinity College Dublin and a degree in European studies from the University of Cork. He is also a CFA® charterholder.
Total return for Peter Fitzgerald
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
 
 
 
 
 
53-89m
 
 
 
 
 
 
 
 
 
65-101m
 
 
 
 
 
 
 
 
 
77-113m
 
 
 
 
 
 
 
 
 
89-125m
 
 
 
 
 
 
 
 
 
101-137m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Peter Fitzgerald

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
Peter Fitzgerald 8.4 3.2 3.1 4.0 -1.7 -2.2 -1.2 4.5 -2.2 12.5
Peer Group Composite 4.3 1.6 1.6 8.0 -2.4 -0.1 -0.5 6.9 -1.8 9.3
Over / Under 4.1 1.6 1.5 -4.0 0.7 -2.1 -0.7 -2.4 -0.4 3.2
Performance vs peer group composite: Peter Fitzgerald
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 6
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 4
Funds currently managed
Fund Sole/Co-managed Sector Periods
Aviva Inv Multi Strategy Target Return Co-managed IA Targeted Absolute Return since Jul 01 2014 to present
Aviva Investors Multi Strategy Target Return Co-managed FO Absolute Return since Jul 01 2014 to present
Funds managed previously
Fund Periods
Aviva Inv Multi Strategy Target Income since Dec 01 2014 to fund close
Aviva Investors Multi Strategy Target Income since Sep 30 2015 to Aug 04 2021
Aviva Inv Multimanager 20-60% Shares since Aug 01 2011 to Mar 31 2016
Aviva Inv Multimanager 40-85% Shares since Aug 01 2011 to Mar 31 2016
Aviva Inv Multi-Manager Flexible since Aug 01 2011 to Mar 31 2016
Aviva Inv AI Multi-asset Plus I since Jun 05 2013 to Mar 31 2016
Aviva Inv AI Multi-asset Plus II since Jun 05 2013 to Mar 31 2016
Aviva Inv AI Multi-asset Plus III since Jun 05 2013 to Mar 31 2016
Aviva Inv AI Multi-asset Plus IV since Jun 05 2013 to Mar 31 2016
Aviva Inv AI Multi-asset Plus V since Jun 05 2013 to Mar 31 2016
LF Arch cru Balanced since Sep 01 2005 to Sep 25 2007
LF Arch cru Global Growth since Sep 01 2005 to Sep 25 2007
LF Arch cru Income since Sep 01 2005 to Sep 25 2007
Aviva Inv Diversified Strategy since Jan 01 2014 to fund close
Aviva Inv The Global Balanced Income since Nov 21 2013 to May 31 2014
Aviva Inv The Global Cautious Income since Nov 21 2013 to May 31 2014
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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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