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You are here: Manager factsheet

Simon Haines

Threadneedle Inv Services Ltd, Threadneedle (Lux)
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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. Good stockpicking has had a material positive impact on results, which have not been particularly exposed to falling markets.
Manager profile
Simon Haines joined the company in 1999 as a trainee UK portfolio manager, progressing to portfolio manager in January 2005, where he managed the Threadneedle UK Mid 250 Fund and co-managed the Threadneedle UK Extended Alpha Fund. In November 2013, Simon moved to the Global Equities team. He is lead manager across the desk’s EAFE portfolios. He also has research responsibility for the industrials sectors and for the Asia-Pacific region.Simon graduated with a degree in biology from Oxford University in 1999 and also holds the Chartered Financial Analyst designation.
Total return for Simon Haines
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
Discrete calendar year performance : Simon Haines

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 Haines 6.2 - - - 28.5 26.3 -3.5 7.1 12.5 -17.7
Peer Group Composite 6.0 - - - 26.7 17.1 -5.3 11.9 11.5 -24.4
Over / Under 0.2 - - - 1.8 9.2 1.8 -4.8 1.0 6.7
Performance vs peer group composite: Simon Haines
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
6 years
out of a possible 7
Overall markets
Underperformed peer group composite
1 year
out of a possible 7
Rising markets
Outperformed peer group composite
4 years
out of a possible 5
Falling markets
Outperformed peer group composite
2 years
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
Threadneedle Japan Lead manager UT Japan since Dec 23 2016 to present
Threadneedle (Lux) Gatehouse Sharia Global Equity Lead manager FO Equity - Ethical since Apr 25 2017 to present
Funds managed previously
Fund Periods
Threadneedle UK Mid 250 since Jan 01 2005 to Nov 30 2013
Threadneedle UK Extended Alpha since Mar 01 2009 to Nov 30 2010
Threadneedle UK Institutional since Jul 11 2002 to Apr 30 2003
Threadneedle UK Smaller Companies since May 20 2013 to Nov 30 2013
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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