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You are here: Manager factsheet

Rupert Henry Gifford
Fidelity International (FIL In
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Manager profile
Rupert Gifford assumed responsibility as lead Portfolio Manager of Fidelity Funds (FF) Global Infrastructure Fund on 1st January 2017. Rupert started his investment career in August 2001 and joined Fidelity in 2006 as an Analyst on the Equity Team’s rotation programme. After initially covering EMEA Oil & Gas and Utilities, Rupert progressed to the European Large Cap Capital Goods sector, serving as European Industrials sector leader. Rupert’s final sector before joining the Equity Income Team was North American Consumer Staples.Rupert graduated from the University of Oxford in 1995, gaining an MA (Hons) in Chemistry. He also completed a postgraduate certificate in Economics at Birkbeck College, University of London, with distinction and is a CFA Charter Holder.
Total return for Rupert Henry Gifford
Manager career performance
Discrete calendar year performance : Rupert Henry Gifford

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
Rupert Henry Gifford 8.3 0.8 5.9 11.3 -9.5 7.5 1.0 -2.2 - -
Peer Group Composite 15.1 1.9 0.4 14.6 1.2 12.6 3.3 12.6 - -
Over / Under -6.8 -1.1 5.5 -3.3 -10.7 -5.1 -2.3 -14.8 - -
Performance vs peer group composite: Rupert Henry Gifford
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
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Outperformed peer group composite
1 year
out of a possible 8
 
Overall markets
Up
Underperformed peer group composite
7 years
out of a possible 8
 
Rising markets
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Outperformed peer group composite
1 year
out of a possible 8
 
Falling markets
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Outperformed peer group composite
0 years
out of a possible 0
Funds currently managed
Fund Sole/Co-managed Sector Periods
Fidelity Moneybuilder Dividend Lead manager IA UK Equity Income since Feb 03 2020 to present
Fidelity Enhanced Income Co-managed IA UK Equity Income since Feb 03 2020 to present
Fidelity Moneybuilder Balanced Co-managed IA Mixed Investment 40-85% Shares since Feb 03 2020 to present
Funds managed previously
Fund Periods
Fidelity Sustainable Global Dividend Plus since Jan 01 2017 to Apr 18 2021
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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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