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You are here: Manager factsheet

Nils Gene Jungbacke

Royal London Unit Tst Mgrs Ltd
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Manager profile
Nils Gene Jungbacke – Senior Fund Manager Nils joined RLAM in January 2018 from HSBC Global Asset Management to help manage the passive equity fund range and participate in the expansion of RLAM’s quantitative capabilities. Nils started his career in 1997 at Old Mutual Asset Managers, after which he joined Barclays Global Investors to manage UK equity active quantitative portfolios. In 2001, Nils joined HSBC and built a multi-factor quantitative equities product, achieving a long-term track record of outperforming global equity benchmarks. Nils has a Masters in Financial Mathematics from Kings College London, and a Master in Materials Science from the University of Cape Town and is a CFA charter holder.
Total return for Nils Gene Jungbacke
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 : Nils Gene Jungbacke

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
Nils Gene Jungbacke 15.1 0.2 11.4 13.9 -7.3 3.8 - - -3.7 16.4
Peer Group Composite 13.8 -2.9 9.2 36.9 -18.4 3.2 - - -7.1 25.1
Over / Under 1.3 3.1 2.2 -23.0 11.1 0.6 - - 3.4 -8.7
Performance vs peer group composite: Nils Gene Jungbacke
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
6 years
out of a possible 8
 
Overall markets
Up
Underperformed peer group composite
2 years
out of a possible 8
 
Rising markets
UpDown
Outperformed peer group composite
3 years
out of a possible 5
 
Falling markets
UpDown
Outperformed peer group composite
3 years
out of a possible 3
Funds currently managed
Fund Sole/Co-managed Sector Periods
Royal London UK Core Equity Tilt Co-managed UT UK All Companies since Jan 04 2018 to present
Royal London US Equity Tilt Co-managed UT North America since Jan 01 2021 to present
Royal London UK Broad Equity Tilt Co-managed UT UK All Companies since Dec 03 2022 to present
Funds managed previously
Fund Periods
HSBC Japan Multi-Factor Equity since Jul 24 2006 to Oct 06 2015
HSBC US Multi-Factor Equity since Jul 24 2006 to Oct 06 2015
HSBC UK Smaller Companies since Aug 31 2006 to Jun 21 2013
Royal London UK All Share Tracker since Jan 04 2018 to fund close
HSBC GIF Economic Scale Japan Equity since Dec 20 2010 to Apr 30 2015
HSBC GIF Global Sustainable Equity since Feb 01 2006 to Oct 30 2009
HSBC Ethical Charity since Mar 30 2007 to fund close
Royal London Japan Equity Tilt since Jan 04 2018 to Dec 31 2019
HSBC Monthly Income since Jan 01 2013 to Jan 30 2014
HSBC GIF Global Equity Technology since May 01 2006 to May 25 2007
HSBC Monthly Income since Sep 30 2009 to Jan 31 2010
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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