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Manager factsheet
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Manager profile
Hilary joined EFGAM in 1999 and is the Head of Portfolio Management (UK). Hilary manages New Capital Global Alpha Fund. As one of EFGAM's first portfolio managers he developed the Global Alpha managed account investment strategy, which has been at the forefront of the multi asset class targeted returns revolution. Previously at Old Mutual Asset Management, Hilary oversaw the global equity unit trusts, UK balanced pension funds and UK managed fund also serving as Head of Emerging Markets. Hilary has over 30 years' experience in the investment management business having worked at Schroders, Flemings and Lloyds Bank International. Hilary has a MA in history from the University of Edinburgh and subsequently became an Associate of the Society of Investment Professionals (ASIP).
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Annualised total return over 8.5 years |
+0.7% |
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1 year |
3 years |
5 years |
7 years |
10 years |
| Hilary Wakefield |
1.3 |
2.3 |
10.5 |
- |
- |
Peer Group Composite
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2.9 |
10.0 |
18.1 |
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- |
| Over / Under |
-1.6 |
-7.7 |
-7.6 |
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- |
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Total return for Hilary Wakefield
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Discrete calendar year performance : Hilary Wakefield
Funds managed previously
| Fund |
Periods |
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| No previously managed funds |
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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