PLEASE TELL US A LITTLE ABOUT YOURSELF SO THAT WE CAN DISPLAY THE MOST
APPROPRIATE CONTENT TO YOU:

This site uses cookies. Some of the cookies are essential for parts of the site to operate and have already been set. You may delete and block all cookies from this site, but if you do, parts of the site may not work. To find out more about cookies used on Trustnet and how you can manage them, see our Privacy and Cookie Policy.

By clicking "I Agree" below, you acknowledge that you accept our Privacy Policy and Terms of Use.

For more information Click here

Login

Password Reminder
Not Registered? Click Here

Register

Register
It's look like you're leaving us

What would you like us to do with the funds you've selected

Show me all my options Forget them Save them
Customise this table
You are here: Manager factsheet

Fraser Lundie
Federated Hermes, Omnis Investments Ltd
pdfIcon Manager factsheet pdf    rss feed RSS Feed
Manager profile
Fraser joined the international business of Federated Hermes in February 2010 and is Head of Credit and lead manager on the range of credit strategies. Prior to this, he was at Fortis Investments, where he was responsible for European high yield credit. Fraser graduated from the University of Aberdeen with an MA (Hons) in Economics; he earned an MSc in Investment Analysis from the University of Stirling and is a CFA charterholder. In 2017, Fraser joined the board of CFA UK, a member society of the CFA Institute. He was featured in the Financial News’ ‘40 Under 40 Rising Stars of Asset Management’, an editorial selection of the brightest up-and-coming men and women in the industry, and in 2015 Fraser was named as one of the top 10 star fund managers of tomorrow by the Daily Telegraph.
Total return for Fraser Lundie
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 : Fraser Lundie

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
Fraser Lundie 5.7 0.5 -1.1 9.4 -2.9 5.1 -2.3 22.1 4.4 2.0
Peer Group Composite 5.3 1.3 1.2 7.5 0.5 6.6 -4.2 18.6 2.5 6.5
Over / Under 0.4 -0.8 -2.3 1.9 -3.4 -1.5 1.9 3.5 1.9 -4.5
Performance vs peer group composite: Fraser Lundie
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 9
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 1
Funds currently managed
Fund Sole/Co-managed Sector Periods
Federated Hermes Global High Yield Credit Lead manager FO Fixed Int - Global High Yield since May 11 2010 to present
Federated Hermes Multi-Strategy Credit Lead manager FO Fixed Int - Global since May 01 2014 to present
Federated Hermes Absolute Return Credit Lead manager FO Absolute Return since May 29 2015 to present
Federated Hermes Unconstrained Credit Lead manager FO Fixed Int - Global since Jun 29 2018 to present
Omnis Absolute Return Bond Lead manager UT Targeted Absolute Return since Aug 24 2019 to present
Federated Hermes SDG Engagement High Yield Credit Co-managed FO Fixed Int - Global High Yield since Nov 01 2020 to present
Funds managed previously
Fund Periods
Federated Hermes SDG Engagement High Yield Credit since Sep 26 2019 to Oct 31 2020
News & Research: Related articles sector Sector fund Fund group Group manager Manager
Sector The most consistent technology, healthcare and financial funds of the decade By Matteo Anelli  12-Apr-2024
Sector The global bond funds that keep delivering the most bang for your buck By Matteo Anelli  09-Apr-2024
Sector The experts’ perfect fund pairings for investing in bonds By Jean-Baptiste Andrieux  09-Apr-2024
Group Canaccord’s four unloved areas full of opportunities By Jean-Baptiste Andrieux  08-Apr-2024
Group The fund so compelling IBOSS brought it in outside of its quarterly reviews By Jonathan Jones  03-Apr-2024
Group The experts’ perfect fund pairings for investing in emerging markets By Jean-Baptiste Andrieux  25-Mar-2024
Group Six reasons to consider an unconstrained approach to credit in 2024 By Fraser Lundie  20-Mar-2024
Group Why investors shouldn't settle for second best By Matteo Anelli  20-Feb-2024
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.

LATEST :

Five reasons to keep hold of your defensive funds

13:00 | Monday, January 20, 2014

Close

You are currently using an old browser which will not be supported by Trustnet after 31/07/2016. To ensure you benefit from all features on the site, please update your browser.   Close

© Trustnet Limited 2024. All Rights Reserved.
Please read our Terms of Use / Disclaimer and Privacy and Cookie Policy.
Data supplied in conjunction with Refinitiv and London Stock Exchange Plc