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You are here: Manager factsheet

Eugene Philalithis

Fidelity International (FIL In, Fidelity International (FIL In
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FE Trustnet verdict
Overall, performing better than the peer group composite. Over a long track record, the manager has, period by period, consistently managed to outperform the peer group. stock picking has not really benefited results, which have not been particularly exposed to falling markets.
Manager profile
Eugene Philalithis is a Portfolio Manager in Fidelity’s Multi Asset team, managing a number of strategies for retail and institutional investors. He is experienced in managing volatility targeted portfolios, having managed Fidelity’s Diversified Growth and Diversified Markets strategies for a number of years. Eugene joined Fidelity in 2007. Prior to joining Fidelity, Eugene spent seven years at Russell Investments, where he was responsible for managing approximately $10 billion in multi manager fixed income mandates.Eugene holds an MBA and a Bachelor of Engineering from Imperial College, London. He is also a CAIA Charterholder. Eugene leads Fidelity Multi Asset Strategy Selection team in Fixed Income & Alternatives Research, adding a breadth of expertise and skills to the Fidelity Target Fund range.
Total return for Eugene Philalithis
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
 
 
 
 
 
3-39m
 
 
 
 
 
 
 
 
 
15-51m
 
 
 
 
 
 
 
 
 
27-63m
 
 
 
 
 
 
 
 
 
39-75m
 
 
 
 
 
 
 
 
 
51-87m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Eugene Philalithis

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
Eugene Philalithis 6.3 2.7 7.2 20.2 0.1 6.5 8.7 11.7 -2.8 8.3
Peer Group Composite 4.6 3.3 6.2 15.6 -0.3 3.7 7.1 8.9 -1.4 6.1
Over / Under 1.7 -0.6 1.0 4.6 0.4 2.8 1.6 2.8 -1.4 2.2
Performance vs peer group composite: Eugene Philalithis
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
8 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
2 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
7 years
out of a possible 8
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
Fidelity Global Multi Asset Income Co-managed FO Mixed Asset - Cautious since Mar 27 2013 to present
Fidelity European Multi Asset Income Lead manager FO Mixed Asset - Balanced since May 01 2013 to present
Fidelity Multi Asset Income Lead manager UT Mixed Investment 0-35% Shares since May 01 2013 to present
Fidelity Multi Asset Balanced Income Lead manager UT Mixed Investment 20-60% Shares since Sep 04 2013 to present
Fidelity Multi Asset Income & Growth Lead manager UT Mixed Investment 40-85% Shares since Sep 04 2013 to present
Fidelity Diversified Growth Co-managed UT Flexible Investment since Jan 02 2014 to present
Fidelity Target TM 2020 (Euro) Co-managed FO Mixed Asset - Flexible since Apr 07 2014 to present
Fidelity Target TM 2025 (Euro) Co-managed FO Mixed Asset - Flexible since Apr 07 2014 to present
Fidelity Target TM 2030 (Euro) Co-managed FO Mixed Asset - Flexible since Apr 07 2014 to present
Fidelity Target TM 2035 (Euro) Co-managed FO Mixed Asset - Flexible since Apr 07 2014 to present
Fidelity Target TM 2040 (Euro) Co-managed FO Mixed Asset - Flexible since Apr 07 2014 to present
Fidelity TargetTM 2045 (Euro) Co-managed FO Mixed Asset - Flexible since Apr 07 2014 to present
Fidelity TargetTM 2050 (Euro) Co-managed FO Mixed Asset - Flexible since Apr 07 2014 to present
Fidelity Growth & Income Co-managed FO Mixed Asset - Balanced since Jan 31 2015 to present
Fidelity SMART Global Defensive Co-managed FO Mixed Asset - Balanced since Jun 30 2016 to present
Fidelity SMART Global Moderate Co-managed FO Mixed Asset - Flexible since Jun 30 2016 to present
Funds managed previously
Fund Periods
Fidelity Multi Asset Open Strategic since Feb 01 2010 to Dec 31 2016
Fidelity Target TM 2015 (Euro) since Apr 07 2014 to fund close
Fidelity Target TM 2020 since Apr 07 2014 to fund close
Fidelity Target 2025 since Apr 07 2014 to fund close
Fidelity Target 2030 since Apr 07 2014 to fund close
Fidelity Multi Asset Open Defensive since Jan 21 2013 to Dec 31 2016
Fidelity Target 2015 since Apr 07 2014 to fund close
Fidelity FPS Growth since Jun 30 2016 to fund close
Fidelity MultiManager Balanced Portfolio since Jun 01 2012 to fund close
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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