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

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

Michael Kelly

PineBridge Investments Ltd IRL, Omnis Investments Ltd, St. Jamess Place UT Group Ltd
pdfIcon Manager factsheet pdf    rss feed RSS Feed
Manager profile
Mr. Kelly joined the firm in 1999 and is the Global Head of Multi-Asset responsible for overseeing the firm’s global multi-asset business. Mr. Kelly founded the firm’s multi-asset investment process and integrated several formerly independent regional balanced teams into one global team focused on total-return-oriented asset allocation, as well as manager selection. Today, the team’s flagship total return strategy has one of the longest track records focused on CPI + 5%-oriented investing (over rolling five-year periods) versus a relative return investment strategy. Mr. Kelly also serves as a member of the firm’s Governance Committee and Management Committee. Prior to joining the firm, he spent 15 years in various equity research and portfolio management roles at J.P. Morgan Investment Management. During his last five years at J.P. Morgan, he also chaired the firm’s US Asset Allocation Committee. Prior to that, he spent several years in economic research at the economic consulting firm Townsend-Greenspan & Co. He holds an MBA from the Wharton Graduate School of Business. He also is a CFA charterholder.
Total return for Michael Kelly
Discrete calendar year performance : Michael Kelly

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
Michael Kelly 0.5 -3.1 4.9 11.8 6.0 -1.0 4.0 19.9 -0.1 17.0
Peer Group Composite 3.2 -2.6 4.4 8.2 6.6 -2.2 5.4 15.8 -3.0 7.3
Over / Under -2.7 -0.5 0.5 3.6 -0.6 1.2 -1.4 4.1 2.9 9.7
Performance vs peer group composite: Michael Kelly
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
PineBridge Global Dynamic Asset Allocation Co-managed FO Mixed Asset - Flexible since May 01 2009 to present
Omnis Multi-Manager Adventurous Co-managed UT Mixed Investment 40-85% Shares since Oct 01 2020 to present
Omnis Multi-Manager Balanced Co-managed UT Mixed Investment 20-60% Shares since Oct 01 2020 to present
Omnis Multi-Manager Cautious Co-managed UT Mixed Investment 20-60% Shares since Oct 01 2020 to present
Omnis Multi-Manager Distribution Co-managed UT Mixed Investment 20-60% Shares since Oct 01 2020 to present
SJP Balanced Managed Co-managed UT Mixed Investment 40-85% Shares since Nov 20 2023 to present
Funds managed previously
Fund Periods
PineBridge US Large Cap Research Enhanced since Jul 02 2007 to Nov 30 2013
PineBridge Europe Large Cap Research Enhanced since Dec 12 2007 to fund close
PineBridge US Research Enhanced Core Equity since Jan 01 2012 to Nov 30 2013
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.

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