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You are here: Manager factsheet

Georgina Taylor

Invesco Fund Managers Ltd
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Manager profile
Georgina is a Fund Manager within the Henley Investment Centre's Multi Asset team. Georgina joined our company in June 2013 as a Product Director and then went on to become Research Director in 2016. Georgina commenced her career with HSBC in 2001 as an Equity Strategist. She went on to join the Equity Strategy team at Goldman Sachs in 2004 where she wrote global equity and asset allocation research. Georgina gained asset management experience at Legal & General Investment Management, contributing to the overall asset allocation outlook for the firm and multi asset funds. Before joining Invesco Georgina was head of Equity Strategy, EMEA, at State Street Global Markets, producing and presenting on asset allocation and equity research. Georgina holds a BSc (Hons) in Economics from the University of Bath.
Total return for Georgina Taylor
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
 
 
 
 
 
55-91m
 
 
 
 
 
 
 
 
 
67-103m
 
 
 
 
 
 
 
 
 
24-60m
 
 
 
 
 
 
 
 
 
36-72m
 
 
 
 
 
 
 
 
 
48-84m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Georgina Taylor

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
Georgina Taylor 8.1 6.3 -5.9 -3.6 -1.1 0.7 - - - -
Peer Group Composite 9.9 0.4 1.2 8.7 -0.9 -0.9 - - - -
Over / Under -1.8 5.9 -7.1 -12.3 -0.2 1.6 - - - -
Performance vs peer group composite: Georgina Taylor
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 6
 
Overall markets
Up
Underperformed peer group composite
4 years
out of a possible 6
 
Rising markets
UpDown
Outperformed peer group composite
1 year
out of a possible 4
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
Invesco Managed Growth (UK) Co-managed (deputy) UT Flexible Investment since Sep 30 2023 to present
Invesco Managed Income (UK) Co-managed (deputy) UT Mixed Investment 40-85% Shares since Sep 30 2023 to present
Invesco Summit Growth 1 (UK) Co-managed (deputy) UT Volatility Managed since Sep 30 2023 to present
Invesco Summit Growth 2 (UK) Co-managed (deputy) UT Volatility Managed since Sep 30 2023 to present
Invesco Summit Growth 3 (UK) Co-managed (deputy) UT Volatility Managed since Sep 30 2023 to present
Invesco Summit Growth 4 (UK) Co-managed (deputy) UT Volatility Managed since Sep 30 2023 to present
Invesco Summit Growth 5 (UK) Co-managed (deputy) UT Volatility Managed since Sep 30 2023 to present
Invesco Summit Responsible 1 (UK) Co-managed (deputy) UT Volatility Managed since Sep 30 2023 to present
Invesco Summit Responsible 2 (UK) Co-managed (deputy) UT Volatility Managed since Sep 30 2023 to present
Invesco Summit Responsible 3 (UK) Co-managed (deputy) UT Volatility Managed since Sep 30 2023 to present
Invesco Summit Responsible 4 (UK) Co-managed (deputy) UT Volatility Managed since Sep 30 2023 to present
Invesco Summit Responsible 5 (UK) Co-managed (deputy) UT Volatility Managed since Sep 30 2023 to present
Funds managed previously
Fund Periods
Invesco Global Targeted Income (UK) since May 31 2018 to fund close
Invesco Global Targeted Returns since May 31 2021 to fund close
Invesco Global Targeted Returns (UK) since May 31 2021 to fund close
Invesco Global Targeted Returns Select since May 31 2021 to fund close
SJP Global Absolute Return since May 31 2021 to Jul 31 2023
Invesco Global Targeted Returns Plus since May 31 2021 to fund close
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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