Sinopia Asset Mgt (UK) Ltd.

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Manager factsheet

Sinopia Asset Mgt (UK) Ltd.
Marks & Spencer UT Managers
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Manager profile

Sinopia is the quantitative specialist of the HSBC Group. Since its founding in 1989, Sinopia provides robust investment solutions in a risk-adjusted environment for all kinds of investors, and covers a wide range of investment capabilities (fixed income, equities, guaranteed and structured products, absolute return). Sinopia’s specific expertise and innovation skills are key in the development of sophisticated solutions adapted to client needs and requirements (LDI, portable alpha, regulatory issues, etc.). Sinopia has a global reach via its Head Office located in Paris and its subsidiaries in London and Hong Kong.

FOLLOW ON FUNDSWIRE

Annualised total return over 17.7 years

+4.9%

Cumulative performance (% growth)

	1 year	3 years	5 years	7 years	10 years
Sinopia Asset Mgt (UK) Ltd.	10.4	21.7	71.6	47.4	65.7
Peer Group Composite	4.7	11.0	57.8	37.1	60.2
Over / Under	5.7	10.7	13.8	10.3	5.5

Total return for Sinopia Asset Mgt (UK) Ltd.

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

65-101m

77-113m

89-125m

101-137m

113-149m

Discrete calendar year performance : Sinopia Asset Mgt (UK) Ltd.

Discrete performance

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

Sinopia Asset Mgt (UK) Ltd.	10.4	8.6	1.5	11.7	26.2	-19.1	5.2	-1.8	21.7	-6.0
Peer Group Composite	4.7	8.3	-2.1	5.7	34.5	-16.1	3.6	2.3	18.0	-3.2
Over / Under	5.7	0.3	3.6	6.0	-8.3	-3.0	1.6	-4.1	3.7	-2.8

Performance vs peer group composite: Sinopia Asset Mgt (UK) Ltd.

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 10

Overall markets

Underperformed peer group composite

4 years

out of a possible 10

Rising markets

Outperformed peer group composite

5 years

out of a possible 7

Falling markets

Outperformed peer group composite

1 year

out of a possible 3

Funds currently managed

Fund	Sole/Co-managed	Sector	Periods

Marks & Spencer UK 100 Companies	Lead manager	UT UK All Companies	since Sep 01 2007 to present
Marks & Spencer UK Select Portfolio	Co-managed	UT UK All Companies	since Sep 01 2007 to present
Marks & Spencer Worldwide Mgd	Co-managed	UT Mixed Investment 40-85% Shares	since Sep 01 2007 to present