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You are here: Manager factsheet

Francis Chua
Legal & General UT Mgr Ltd
pdfIcon Manager factsheet pdf    rss feed RSS Feed
Manager profile
Francis is responsible for LGIM’s multi manager funds and assists in the management of the Model Portfolio Service and the multi-index funds. Francis joined LGIM in October 2016 from Aviva where he was a senior investment analyst. At Aviva, Francis was responsible for the Aviva pension schemes, assisting in implementation of the investment strategies, which had emphasis on financial risk management and investment manager selection, as well as asset class and manager research.
Total return for Francis Chua
Manager career performance
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
 
 
 
 
 
60-96m
 
 
 
 
 
 
 
 
 
72-108m
 
 
 
 
 
 
 
 
 
24-60m
 
 
 
 
 
 
 
 
 
36-72m
 
 
 
 
 
 
 
 
 
48-84m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Francis Chua

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
Francis Chua 14.4 2.0 -10.6 15.0 -1.6 9.2 - - - -
Peer Group Composite 14.9 2.3 -10.4 15.6 -2.2 7.5 - - - -
Over / Under -0.5 -0.3 -0.2 -0.6 0.6 1.7 - - - -
Performance vs peer group composite: Francis Chua
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
L&G Multi-Index 3 Co-managed UT Volatility Managed since Sep 01 2018 to present
L&G Multi-Index 4 Co-managed UT Volatility Managed since Sep 01 2018 to present
L&G Multi-Index 5 Co-managed UT Volatility Managed since Sep 01 2018 to present
L&G Multi-Index 6 Co-managed UT Volatility Managed since Sep 01 2018 to present
L&G Multi-Index 7 Co-managed UT Volatility Managed since Sep 01 2018 to present
L&G Multi-Index Income 4 Co-managed UT Volatility Managed since Sep 01 2018 to present
L&G Multi-Index Income 5 Co-managed UT Volatility Managed since Sep 01 2018 to present
L&G Multi-Index Income 6 Co-managed UT Volatility Managed since Sep 01 2018 to present
L&G Future World ESG Multi-Index 4 Co-managed UT Volatility Managed since Apr 17 2019 to present
L&G Future World ESG Multi-Index 5 Co-managed UT Volatility Managed since Apr 17 2019 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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