PLEASE TELL US A LITTLE ABOUT YOURSELF SO THAT WE CAN DISPLAY THE MOST
APPROPRIATE CONTENT TO YOU:

This site uses cookies. Some of the cookies are essential for parts of the site to operate and have already been set. You may delete and block all cookies from this site, but if you do, parts of the site may not work. To find out more about cookies used on Trustnet and how you can manage them, see our Privacy and Cookie Policy.

By clicking "I Agree" below, you acknowledge that you accept our Privacy Policy and Terms of Use.

For more information Click here

Login

Password Reminder
Not Registered? Click Here

Register

Register
It's look like you're leaving us

What would you like us to do with the funds you've selected

Show me all my options Forget them Save them
Customise this table
You are here: Manager factsheet

Simon Gergel
Allianz Global Invtrs GmbH(UK)
pdfIcon Manager factsheet pdf    rss feed RSS Feed
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.
Total return for Simon Gergel
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
 
 
 
 
 
 
 
 
 
84-120m
 
 
 
 
 
 
 
 
 
96-132m
 
 
 
 
 
 
 
 
 
108-144m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Simon Gergel

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
Simon Gergel 24.7 -1.4 -2.1 64.8 -24.6 8.2 1.3 19.3 3.4 0.0
Peer Group Composite 20.0 2.2 -8.8 43.3 -19.0 4.5 -2.4 14.6 5.5 5.9
Over / Under 4.7 -3.6 6.7 21.5 -5.6 3.7 3.7 4.7 -2.1 -5.9
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
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
4 years
out of a possible 7
 
Falling markets
UpDown
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
News & Research: Related articles sector Sector fund Fund group Group manager Manager
Sector Off the beaten track: Five esoteric investment companies that Law Debenture is backing By Emma Wallis  18-Nov-2024
Sector The stocks Edinburgh IT’s new manager has bought and sold since taking over By Emma Wallis  12-Nov-2024
Group What the Budget could mean for the UK economy, revisiting the investment case for AI and what Trump’s win means for policy, the economy, and markets: Thoughts from Fundswire this week By Diana Llewellyn  08-Nov-2024
Fund Blue Whale’s Yiu: Semiconductor stocks are becoming less cyclical and more valuable By Matteo Anelli  05-Nov-2024
Sector M&G sustainability range loses Square Mile ratings on fund merger plans By Gary Jackson  05-Nov-2024
Group What investors can learn from a super-election year, reasons to feel good about fixed income and key things to know about emerging markets: Thoughts from Fundswire this week By Diana Llewellyn  01-Nov-2024
Sector Law Debenture’s Henderson: ‘Income funds should always focus on growing the capital first’ By Emma Wallis  01-Nov-2024
Group A manager’s dilemma: Is Nvidia the next Cisco? By Matteo Anelli  31-Oct-2024
Sector Smoking hot: Why fund managers are lighting up tobacco stocks By Matteo Anelli  31-Oct-2024
Sector ‘Rome wasn’t built in a day’: Why you should not give up on out of favour stocks By Patrick Sanders  29-Oct-2024
Sector Does AIM still work? By James Henderson  28-Oct-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.

LATEST :

Five reasons to keep hold of your defensive funds

13:00 | Monday, January 20, 2014

Close

You are currently using an old browser which will not be supported by Trustnet after 31/07/2016. To ensure you benefit from all features on the site, please update your browser.   Close

© Trustnet Limited 2024. All Rights Reserved.
Please read our Terms of Use / Disclaimer and Privacy and Cookie Policy.
Data supplied in conjunction with Refinitiv and London Stock Exchange Plc