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You are here: Manager factsheet

Jochen Breuer

Fidelity International (FIL In
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FE Trustnet verdict
Overall, performing better than the peer group composite. However, over a short track record, the manager has, period by period, over- and under-performed roughly equally. Good stock picking has had a material positive impact on results, which have not been particularly exposed to falling markets.
Manager profile
Jochen Breuer joined Fidelity’s London office in 2007 as an analyst covering small-cap industrials and then media stocks. During that time, he was also the telecoms, media and technology (TMT) sector leader and managed the internal TMT analyst fund. Jochen then joined our Asia analyst team in Hong Kong in 2013 and spent two and a half years covering the regional energy, chemicals and shipping sectors. In 2015, Jochen worked more closely with the equity income team, based in London, and was asked to join our portfolio manager academy programme. In early 2016, Jochen started managing a pilot fund focusing on an equity income strategy for the Asia Pacific region. Jochen studied Finance & Asset Management at the International School of Management in Dortmund and holds a M.Sc. in Investment Management from Cass Business School, London.
Total return for Jochen Breuer
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
 
 
 
 
 
3-39m
 
 
 
 
 
 
 
 
 
15-51m
 
 
 
 
 
 
 
 
 
27-63m
 
 
 
 
 
 
 
 
 
36-72m
 
 
 
 
 
 
 
 
 
48-84m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Jochen Breuer

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
Jochen Breuer 10.8 11.9 7.9 - - - - - - -
Peer Group Composite 5.9 4.8 14.0 - - - - - - -
Over / Under 4.9 7.1 -6.1 - - - - - - -
Performance vs peer group composite: Jochen Breuer
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
2 years
out of a possible 3
 
Overall markets
Up
Underperformed peer group composite
1 year
out of a possible 3
 
Rising markets
UpDown
Outperformed peer group composite
2 years
out of a possible 3
 
Falling markets
UpDown
Outperformed peer group composite
0 years
out of a possible 0
Funds currently managed
Fund Sole/Co-managed Sector Periods
Fidelity Asian Dividend Lead manager UT Asia Pacific Excluding Japan since Oct 01 2016 to present
Funds managed previously
Fund Periods
No previously managed funds
Data provided by FE. Care has been taken to ensure that the information is correct, but FE 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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