Simon Gergel

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Fund Performance

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Manager factsheet

Simon Gergel
Allianz Global Invtrs GmbH(UK)
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Manager profile

Simon is Chief Investment Officer, UK Equities and is head of the Value & Income Investment Style Team. He manages The Merchants Trust plc and the Allianz UK Listed Equity Income Fund. He joined AllianzGI in April 2006 from HSBC Halbis Partners, where he was Head of Institutional UK Equities. At HSBC Simon was the portfolio manager of the HSBC Income Funds, with assets under management of £950 million. He also managed a number of segregated institutional accounts. Prior to HSBC, Simon was an Executive Director at Phillips & Drew Fund Management Ltd (a subsidiary of UBS), where he spent 14 years as a portfolio manager with responsibility for £1 billion of segregated pension fund assets and also with direct responsibility for £500 million of UK equity assets. Simon graduated from Cambridge University in 1987 with an MA (Hons) Cantab in Mathematics. He is an Associate of the CFA Society of the UK.

FOLLOW ON FUNDSWIRE

Annualised total return over 22.2 years

+7.4%

Cumulative performance (% growth)

	1 year	3 years	5 years	7 years	10 years
Simon Gergel	17.8	25.8	47.7	71.1	102.3
Peer Group Composite	16.5	16.8	29.9	37.7	69.6
Over / Under	1.3	9.0	17.8	33.4	32.7

Total return for Simon Gergel

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 : Simon Gergel

Discrete performance

	0-12m	12-24m	24-36m	36-48m	48-60m	60-72m	72-84m	84-96m	96-108m	108-120m

Simon Gergel	17.8	-0.9	7.8	32.4	-10.9	15.5	0.3	15.4	5.6	-1.7
Peer Group Composite	16.5	0.9	-0.6	19.1	-6.2	9.7	-3.3	14.0	3.6	4.8
Over / Under	1.3	-1.8	8.4	13.3	-4.7	5.8	3.6	1.4	2.0	-6.5

Performance vs peer group composite: Simon Gergel

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

Outperformed peer group composite

7 years

out of a possible 10

Overall markets

Underperformed peer group composite

3 years

out of a possible 10

Rising markets

Outperformed peer group composite

5 years

out of a possible 7

Falling markets

Outperformed peer group composite

2 years

out of a possible 3

Funds currently managed

Fund	Sole/Co-managed	Sector	Periods

Merchants Trust PLC	Lead manager	IT UK Equity Income	since Apr 01 2006 to present
Allianz UK Listed Equity Income	Co-managed	IA UK Equity Income	since May 01 2006 to present
Allianz UK Listed Opportunities	Co-managed (deputy)	IA UK All Companies	since Sep 01 2022 to present
Brunner Investment Trust PLC	Co-managed (deputy)	IT Global	since Sep 01 2022 to present

Funds managed previously

Fund	Periods

Allianz UK Listed Opportunities	since Jun 23 2016 to May 31 2020
HSBC Income	since Sep 09 2002 to Jan 31 2006
HSBC Monthly Income	since Sep 09 2002 to Jan 31 2006