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You are here: Manager factsheet

Ken Hsia

St. Jamess Place UT Group Ltd
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Manager profile
Ken is the portfolio manager for the European strategies at Ninety One. Ken joined the firm in 2004 from MoVa Investment Partners, of which he was a co-founder, where he was a portfolio manager focused on European small- and mid-cap stocks. Prior to that, Ken spent eight years at Fidelity Investments as an equity analyst. Ken graduated from the University of Oxford with a doctorate in Organic Chemistry. He is a member of the UK Society of Investment Professionals and a CFA Charterholder.
Total return for Ken Hsia
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
 
 
 
 
 
54-90m
 
 
 
 
 
 
 
 
 
66-102m
 
 
 
 
 
 
 
 
 
78-114m
 
 
 
 
 
 
 
 
 
90-126m
 
 
 
 
 
 
 
 
 
102-138m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Ken Hsia

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
Ken Hsia 6.1 9.4 -4.6 25.6 -7.9 -3.5 8.0 18.9 1.9 6.2
Peer Group Composite 9.1 9.0 -1.9 33.0 -7.6 0.6 6.4 23.9 0.6 5.1
Over / Under -3.0 0.4 -2.7 -7.4 -0.3 -4.1 1.6 -5.0 1.3 1.1
Performance vs peer group composite: Ken Hsia
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
4 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
6 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
4 years
out of a possible 8
 
Falling markets
UpDown
Outperformed peer group composite
0 years
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
SJP Greater European Progressive Co-managed UT Europe Including UK since Jul 30 2018 to present
Funds managed previously
Fund Periods
Ninety One European Equity since Apr 01 2012 to Nov 30 2022
Scottish Widows HIFML UK Strategic since Jan 19 2009 to fund close
Ninety One UK Alpha since Jun 01 2006 to Mar 31 2012
SJP Continental European since Jul 30 2018 to Nov 20 2023
Ninety One UK Smaller Companies since Jan 21 2014 to Sep 30 2017
Ninety One European since Apr 01 2012 to fund close
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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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