Ellen Powley

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Fund Performance

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Manager factsheet

Ellen Powley
Hargreaves Lansdown Fund Mgmt
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Manager profile

Ellen has been a member of the Investment team since July 2004 having joined Hargreaves Lansdown in March 2003. She has co-managed the HL Multi-Manager Income & Growth Trust since February 2006 and the Portfolio Management Service since June 2007. Ellen has also been co-manager of the HL Multi-Manager UK Growth and HL Growth since launch and HL MM European fund since July 2019. Ellen holds a BSc (Hons) degree in Economics from the University of Birmingham.

FOLLOW ON FUNDSWIRE

Annualised total return over 18.8 years

+5.7%

Cumulative performance (% growth)

	1 year	3 years	5 years	7 years	10 years
Ellen Powley	18.1	8.7	25.3	23.8	68.5
Peer Group Composite	16.5	8.9	28.0	31.4	68.4
Over / Under	1.6	-0.2	-2.7	-7.6	0.1

Total return for Ellen Powley

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

60-96m

72-108m

84-120m

96-132m

108-144m

Discrete calendar year performance : Ellen Powley

Discrete performance

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

Ellen Powley	18.1	5.5	-12.9	30.1	-11.5	3.6	-4.6	13.1	8.1	11.5
Peer Group Composite	16.5	5.0	-11.4	29.2	-9.7	5.6	-2.8	11.5	8.2	6.4
Over / Under	1.6	0.5	-1.5	0.9	-1.8	-2.0	-1.8	1.6	-0.1	5.1

Performance vs peer group composite: Ellen Powley

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

5 years

out of a possible 10

Overall markets

Underperformed peer group composite

5 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

0 years

out of a possible 3

Funds currently managed

Fund	Sole/Co-managed	Sector	Periods

HL UK Income	Co-managed	UT UK Equity Income	since Feb 01 2006 to present
HL Multi Manager UK Growth	Co-managed	UT UK All Companies	since Jan 23 2015 to present
HL Multi-Manager European	Co-managed	UT Europe Excluding UK	since Jul 01 2019 to present
HL Growth	Co-managed	UT Mixed Investment 40-85% Shares	since Dec 15 2021 to present