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You are here: Manager factsheet

Samir Essafri
HSBC Investment Funds (Lux) SA, HSBC Global Asset Mgmt(FRA)
pdfIcon Manager factsheet pdf    rss feed RSS Feed
Manager profile
Manager biography not available
Total return for Samir Essafri
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
 
 
 
 
 
60-96m
 
 
 
 
 
 
 
 
 
72-108m
 
 
 
 
 
 
 
 
 
24-60m
 
 
 
 
 
 
 
 
 
36-72m
 
 
 
 
 
 
 
 
 
48-84m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Samir Essafri

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
Samir Essafri 14.5 14.9 -12.1 34.4 -16.8 4.7 -10.3 15.9 14.1 -
Peer Group Composite 14.3 8.5 -12.9 30.3 -4.4 7.5 -6.2 18.9 15.9 -
Over / Under 0.2 6.4 0.8 4.1 -12.4 -2.8 -4.1 -3.0 -1.8 -
Performance vs peer group composite: Samir Essafri
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
4 years
out of a possible 9
 
Overall markets
Up
Underperformed peer group composite
5 years
out of a possible 9
 
Rising markets
UpDown
Outperformed peer group composite
3 years
out of a possible 6
 
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 Europer Value Lead manager FO Equity - Europe inc UK since Mar 01 2018 to present
HSBC Actions Europe Co-managed FO Equity - Europe inc UK since Jan 18 2019 to present
HSBC Euro Actions Co-managed (deputy) FO Equity - Europe ex UK since Apr 30 2022 to present
HSBC GIF Euroland Value Lead manager IA Europe Excluding UK since Aug 01 2022 to present
Funds managed previously
Fund Periods
HSBC European Growth since Jan 01 2016 to fund close
News & Research: Related articles sector Sector fund Fund group Group manager Manager
Group The long-term laggard European funds that have bounced back By Patrick Sanders  03-Sep-2024
Group The best and worst performing funds and trusts in August By Jonathan Jones  02-Sep-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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