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You are here: Manager factsheet

Giles Money
Sarasin Investmentfonds Sicav, Allianz Global Investors GmbH
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Manager profile
Giles is the lead portfolio manager for the JSS Sustainable Equity – Global Thematic strategy. Additionally as part of the Sarasin & Partners global thematic investment team, he has portfolio management responsibilities across the global thematic fund range. Giles is also a research analyst, with a specific focus on the ‘evolving consumption’ theme. Prior to joining Sarasin & Partners, Giles was the lead fund manager of climate change and thematic/sector funds at Schroders, as well as holding responsibilities as an analyst within the global sector specialist team. Giles has also been a portfolio manager at F&C asset management (BMO) as a global fund manager for their flagship ESG and thematic product.
Total return for Giles Money
Manager career performance
Discrete calendar year performance : Giles Money

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
Giles Money 13.4 -6.7 6.5 41.6 -5.4 16.9 3.9 9.4 - -4.1
Peer Group Composite 14.3 -2.1 7.6 38.7 -5.1 9.0 -1.7 10.7 - 0.9
Over / Under -0.9 -4.6 -1.1 2.9 -0.3 7.9 5.6 -1.3 - -5.0
Performance vs peer group composite: Giles Money
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
3 years
out of a possible 9
 
Overall markets
Up
Underperformed peer group composite
6 years
out of a possible 9
 
Rising markets
UpDown
Outperformed peer group composite
2 years
out of a possible 6
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 3
Funds currently managed
Fund Sole/Co-managed Sector Periods
JSS Sustainable Equity Global Thematic Lead manager FO Equity - Ethical since Sep 01 2016 to present
Allianz Global Sustainability Co-managed FO Equity - Ethical since Sep 01 2023 to present
Funds managed previously
Fund Periods
Schroder Global Climate Change since Sep 28 2007 to fund close
Schroder ISF Global Climate Change Equity since Sep 01 2010 to Oct 30 2014
Sarasin Responsible Global Equity since Mar 01 2020 to Jun 29 2023
Sarasin Thematic Global Equity since Mar 01 2020 to Jun 29 2023
Sarasin IE Global Equity Opportunities (GBP) since Apr 01 2021 to Jun 29 2023
Sarasin IE Global Equity Opportunities (USD) since Apr 01 2021 to Jun 29 2023
JSS Sustainable Equity - New Power since Sep 01 2016 to fund close
Schroder ISF Global Resources Equity since Oct 01 2012 to fund close
Sarasin Thematic Global Equity (Sterling Hedged) since Mar 01 2020 to fund close
Sarasin Responsible Global Equity (Sterling Hedged) since Mar 01 2020 to fund close
News & Research: Related articles sector Sector fund Fund group Group manager Manager
Group The top-quartile emerging market funds that weren’t afraid to stray from their benchmarks By Jean-Baptiste Andrieux  03-Apr-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.

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