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You are here: Manager factsheet

Alex Harvey
Momentum Global Investment Mgt, Momentum Global Funds SICAV
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Manager profile
Alex is the Senior Portfolio Manager and Investment Strategist of the Momentum Managed Portfolio Service. Alex is also the lead Portfolio Manager for a number of our fixed income funds and portfolios including the Momentum GF Global Fixed Income Fund. Alex coordinates the international investment strategy and asset allocation process, liaising closely with the Strategy and Investment team in South Africa. Alex regularly appears in the press and presents at conferences around the world. He joined Momentum in September 2007 having previously worked as Futures Portfolio Manager at JP Morgan Asset Management in London, where he started his investment career in 1998. Alex is a CFA charterholder.
Total return for Alex Harvey
Manager career performance
Discrete calendar year performance : Alex Harvey

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
Alex Harvey 11.0 -1.6 -12.5 12.8 -3.8 0.7 - - - -
Peer Group Composite 12.9 1.4 -10.2 13.0 -0.3 2.8 - - - -
Over / Under -1.9 -3.0 -2.3 -0.2 -3.5 -2.1 - - - -
Performance vs peer group composite: Alex Harvey
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
0 years
out of a possible 6
 
Overall markets
Up
Underperformed peer group composite
6 years
out of a possible 6
 
Rising markets
UpDown
Outperformed peer group composite
0 years
out of a possible 4
 
Falling markets
UpDown
Outperformed peer group composite
0 years
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
VT Momentum Diversified Cautious Lead manager UT Mixed Investment 0-35% Shares since May 03 2019 to present
Harmony Portfolio Asian Balanced Co-managed FO Mixed Asset - Balanced since Sep 01 2022 to present
Harmony Portfolio Asian Growth Co-managed FO Mixed Asset - Aggressive since Sep 01 2022 to present
Harmony Portfolio Global Balanced Co-managed FO Mixed Asset - Balanced since Sep 01 2022 to present
Harmony Portfolio Global Growth Co-managed FO Mixed Asset - Aggressive since Sep 01 2022 to present
Harmony Portfolio Sterling Balanced Co-managed FO Mixed Asset - Balanced since Sep 01 2022 to present
Harmony Portfolio Sterling Growth Co-managed FO Mixed Asset - Aggressive since Sep 01 2022 to present
Harmony Portfolios Cautious Income Co-managed FO Mixed Asset - Cautious since Sep 01 2022 to present
Harmony Portfolios Europe Growth Co-managed FO Mixed Asset - Balanced since Sep 01 2022 to present
Funds managed previously
Fund Periods
VT Momentum Diversified Balanced since May 03 2019 to Nov 30 2022
VT Momentum Diversified Moderate since May 03 2019 to Nov 30 2022
VT Momentum Diversified Growth since Jun 01 2021 to Dec 01 2022
VT Momentum Diversified Income since Jun 01 2021 to Dec 01 2022
Momentum Multi-Asset Value Trust plc since Jun 01 2021 to Dec 01 2022
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Sector Hargreaves adds Ninety One Diversified Income to Wealth List By Patrick Sanders  11-Sep-2024
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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