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You are here: Manager factsheet

Ulrich Gerhard

BNY Mellon Fund Management (Lu
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Manager profile
Uli joined Insight in September 2011 as a Senior Credit Analyst within the Fixed Income Group. He became a Portfolio Manager in June 2012 and now manages the Insight High Yield Bond Fund as well as being responsible for the high yield strategy. Prior to joining Insight, Uli was a senior analyst and portfolio manager at Paternoster Services Ltd where he was responsible for managing investment grade sterling portfolios. Uli started his career in the industry in 1997 with Saudi International Bank (now Gulf International Bank) as an Analyst where his responsibilities included high yield and investment grade credit research and later portfolio management. Uli graduated in 1993 with a BA degree in Chemistry from the University of Kaiserslautern. In 1997 Uli gained a PhD in Organic Chemistry from Cambridge University.
Total return for Ulrich Gerhard
Discrete calendar year performance : Ulrich Gerhard

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
Ulrich Gerhard 6.2 4.4 10.3 0.5 -2.2 3.9 6.2 -0.3 - -
Peer Group Composite 8.3 4.2 1.0 2.1 2.2 4.8 2.2 3.8 - -
Over / Under -2.1 0.2 9.3 -1.6 -4.4 -0.9 4.0 -4.1 - -
Performance vs peer group composite: Ulrich Gerhard
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 8
 
Overall markets
Up
Underperformed peer group composite
5 years
out of a possible 8
 
Rising markets
UpDown
Outperformed peer group composite
3 years
out of a possible 8
 
Falling markets
UpDown
Outperformed peer group composite
0 years
out of a possible 0
Funds currently managed
Fund Sole/Co-managed Sector Periods
BNY Mellon Global Short Dated High Yield Bond Co-managed FO Fixed Int - Global High Yield since Nov 30 2016 to present
Funds managed previously
Fund Periods
No previously managed funds
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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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