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You are here: Manager factsheet

Amit Lodha

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 made a contribution to results, which have not been particularly exposed to falling markets.
Manager profile
Amit Lodha joined Fidelity as a research analyst in our Mumbai office in 2004. He spent his first three years with the company covering Indian equities (responsible for technology, media, telecommunications, financials and retail sectors) before becoming the Asia (ex Japan) financials sector leader in 2006. In 2007, Amit joined the analyst team in London to become global commodities analyst and pick up coverage of basic materials stocks.In April 2008, he was appointed Portfolio Manager of the FF Global Industrials Fund (a fund that invests across the natural resources and industrials sectors). He also managed a broader mandate – the FF Global Real Asset Securities Fund from 2009 till 2016. He took over the management of the Global Focus discipline on 1st October 2010.Prior to joining Fidelity in 2004, Amit spent three years as an equity analyst at Citigroup in Mumbai, covering the Indian telecoms, technology and media sectors. He started his career in the industry at KPMG Mumbai in 1997 where he left having risen to Senior Accountant in 2000.
Total return for Amit Lodha
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 : Amit Lodha

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
Amit Lodha 12.5 14.6 17.2 16.6 11.0 2.6 21.5 -0.3 15.6 24.2
Peer Group Composite 8.5 9.3 16.5 12.4 9.7 3.4 23.4 -2.2 12.0 14.9
Over / Under 4.0 5.3 0.7 4.2 1.3 -0.8 -1.9 1.9 3.6 9.3
Performance vs peer group composite: Amit Lodha
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 9
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 1
Funds currently managed
Fund Sole/Co-managed Sector Periods
Fidelity Global Focus Lead manager UT Global since Oct 01 2010 to present
Fidelity Global Focus Lead manager FO Equity - International since Oct 01 2010 to present
Fidelity Institutional Global Focus Lead manager UT Global since Oct 01 2010 to present
Fidelity Institutional Global Focus Lead manager FO Equity - International since Oct 01 2010 to present
Funds managed previously
Fund Periods
Fidelity Global Real Asset Securities since Sep 02 2009 to fund close
Fidelity Global Real Asset Securities since Sep 14 2011 to fund close
Fidelity Global Industrials since Apr 08 2008 to Jan 16 2011
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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