Lee Gardhouse

Toolset

Fund Performance

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Manager factsheet

Lee Gardhouse
Hargreaves Lansdown Fund Mgmt
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Manager profile

Lee joined Hargreaves Lansdown's investment department in 1995 and became Investment Director in 2006 assuming overall responsibility for the Multi-Manager funds and Portfolio Management Service. He is currently the co-manager of the HL Multi-Manager Special Situations & HL MM Income & Growth Trusts, having managed these funds since launch. Lee holds a BA (Hons) degree in Economics from Liverpool John Moores University and has passed the Associate of the Society of Investment Professionals exam.

FOLLOW ON FUNDSWIRE

Annualised total return over 23.9 years

+5.5%

Cumulative performance (% growth)

	1 year	3 years	5 years	7 years	10 years
Lee Gardhouse	22.6	14.2	30.8	32.4	81.8
Peer Group Composite	16.9	9.0	33.4	39.9	84.1
Over / Under	5.7	5.2	-2.6	-7.5	-2.3

Total return for Lee Gardhouse

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 : Lee Gardhouse

Discrete performance

	0-12m	12-24m	24-36m	36-48m	48-60m	60-72m	72-84m	84-96m	96-108m	108-120m

Lee Gardhouse	22.6	3.9	-10.8	30.3	-12.2	5.3	-3.9	13.3	11.9	8.5
Peer Group Composite	16.9	2.4	-9.4	32.2	-7.4	7.7	-2.6	11.8	12.2	5.2
Over / Under	5.7	1.5	-1.4	-1.9	-4.8	-2.4	-1.3	1.5	-0.3	3.3

Performance vs peer group composite: Lee Gardhouse

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

4 years

out of a possible 10

Overall markets

Underperformed peer group composite

6 years

out of a possible 10

Rising markets

Outperformed peer group composite

4 years

out of a possible 7

Falling markets

Outperformed peer group composite

0 years

out of a possible 3

Funds currently managed

Fund	Sole/Co-managed	Sector	Periods

HL Growth	Co-managed	UT Mixed Investment 40-85% Shares	since Dec 15 2021 to present

Funds managed previously

Fund	Periods

HL Multi Manager Special Situations	since Apr 03 2001 to Oct 30 2022
HL UK Income	since Oct 18 2002 to Oct 31 2022
HL Income	since Jun 02 2006 to Jun 30 2019
HL Multi Manager Balanced Managed	since Jan 05 2001 to Nov 30 2012
HL Multi Manager Strategic Bond	since Feb 02 2009 to Jun 30 2019
HL Multi Manager UK Growth	since Jan 23 2015 to Jun 30 2019
HL Multi-Manager European	since Feb 26 2015 to Jun 30 2019
HL High Income	since Apr 13 2016 to Jun 30 2019