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You are here: 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.
Total return for Lee Gardhouse
Manager career performance
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
 
 
 
 
 
53-89m
 
 
 
 
 
 
 
 
 
65-101m
 
 
 
 
 
 
 
 
 
77-113m
 
 
 
 
 
 
 
 
 
89-125m
 
 
 
 
 
 
 
 
 
101-137m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Lee Gardhouse

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
Lee Gardhouse 15.7 -4.6 5.3 35.5 -18.6 1.1 2.3 17.0 -0.2 11.3
Peer Group Composite 10.8 -3.9 8.3 35.3 -12.9 3.2 2.3 17.3 -2.4 10.7
Over / Under 4.9 -0.7 -3.0 0.2 -5.7 -2.1 0.0 -0.3 2.2 0.6
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
Up
Outperformed peer group composite
5 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
5 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
1 year
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 Multi-Manager High Income since Apr 13 2016 to Jun 30 2019
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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.

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