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You are here: Manager factsheet

Serge Alarcon

Sarasin Investmentfonds Sicav
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Manager profile
Serge Alarcon graduated in Economics at the University of Geneva. He began his professional life as an auditor at KPMG, then Nestlé. Between 1997 and 1998, he worked for British American Tobacco, then left for London, to work for Merrill Lynch as an intern during his Masters. In 2001, he obtained a MBA from the IESE Business School in Barcelona and then joined the Products and Development team of Lombard Odier Darier Hentsch & Cie. Since 2005 he is managing balanced portfolios for private and institutional clients.
Total return for Serge Alarcon
Discrete calendar year performance : Serge Alarcon

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
Serge Alarcon 8.3 3.5 3.1 -2.8 -0.1 10.0 2.1 -2.5 - -
Peer Group Composite 12.2 6.8 3.9 -0.5 0.8 4.7 4.8 -0.5 - -
Over / Under -3.9 -3.3 -0.8 -2.3 -0.9 5.3 -2.7 -2.0 - -
Performance vs peer group composite: Serge Alarcon
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
1 year
out of a possible 8
 
Overall markets
Up
Underperformed peer group composite
7 years
out of a possible 8
 
Rising markets
UpDown
Outperformed peer group composite
1 year
out of a possible 6
 
Falling markets
UpDown
Outperformed peer group composite
0 years
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
JSS Multi Asset - Global Opportunities Co-managed (deputy) FO Mixed Asset - Flexible since May 01 2018 to present
Funds managed previously
Fund Periods
LO Defender since May 01 2007 to fund close
LO Diversifier since Apr 24 2009 to fund close
LO Tactical Alpha since Oct 02 2009 to Jul 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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