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You are here: Manager factsheet

Christine Baalham

Investec Asset Management Luxe, Investec Fund Managers (UK)
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FE Trustnet verdict
Overall, performing about the same as the peer group composite. However, over a long track record, the manager has under-performed the peer group more often than not. stock picking has not really benefited results, which have not been particularly exposed to falling markets.
Manager profile
Christine is a Portfolio Manager and Head of the 4Factor UK Equity team at Investec Asset Management. She is also a sector specialist with responsibility for analysing the UK Financials sector. Prior to joining the UK equity team in 2004, Christine was part of Investec's Global Equity team where she analysed the Global Financials sector and was portfolio manager for the International Equity Fund. Christine joined Investec Asset Management as a Financials sector specialist in 2000. She began her career at Schroders, where she was recruited as part of the Schroder Investment Management Graduate Training Programme in 1996. She worked on the UK Fund Management desk before joining the research department as the UK Insurance and Tobacco Analyst. Christine gained a Master of Philosophy degree in Chemistry from Cambridge University after she graduated from the university in 1995 with a First Class degree in Natural Sciences.
Total return for Christine Baalham
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
 
 
 
 
 
1-37m
 
 
 
 
 
 
 
 
 
13-49m
 
 
 
 
 
 
 
 
 
25-61m
 
 
 
 
 
 
 
 
 
37-73m
 
 
 
 
 
 
 
 
 
49-85m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Christine Baalham

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
Christine Baalham 10.5 8.8 10.4 13.6 11.2 - - -7.0 10.6 18.6
Peer Group Composite 8.1 9.2 16.2 13.1 10.2 - - -6.3 13.9 18.9
Over / Under 2.4 -0.4 -5.8 0.5 1.0 - - -0.7 -3.3 -0.3
Performance vs peer group composite: Christine Baalham
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
3 years
out of a possible 8
 
Overall markets
Up
Underperformed peer group composite
5 years
out of a possible 8
 
Rising markets
UpDown
Outperformed peer group composite
3 years
out of a possible 7
 
Falling markets
UpDown
Outperformed peer group composite
0 years
out of a possible 1
Funds currently managed
Fund Sole/Co-managed Sector Periods
Investec Global Endurance Equity Co-managed FO Equity - International since Nov 30 2012 to present
Investec Global Equity Co-managed UT Global since Jun 30 2019 to present
Investec Global Equity Co-managed FO Equity - International since Jun 30 2019 to present
Funds managed previously
Fund Periods
Investec UK Blue Chip since Jun 01 2004 to Jun 01 2012
Investec UK Alpha since Jul 01 2004 to Apr 30 2012
Data provided by FE. Care has been taken to ensure that the information is correct, but FE 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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