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You are here: Manager factsheet

Yulia Hofstede

Franklin Temp Intnl Serv SARL, Franklin Templeton Fund Mgt Lt
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Manager profile
Yulia joined Martin Currie in March 2020 and is a portfolio manager on our Global Long-Term Unconstrained team. Yulia has team process accountability for thematics and her sector research coverage includes Technology, Media and Telecoms and Financials. Yulia joined Martin Currie from BlackRock, where she was a Director within the Fundamental Active Equities’ Global team, working, amongst others, on some of their unconstrained mandates. Prior to this, she was a senior associate at Bank of America Merrill Lynch, covering Materials and Energy. Previously she spent three years at Credit Suisse, starting as an analyst in Global Industrial Investment Banking (M&A) before becoming an associate within their Equity Research team covering Building Materials. Yulia began her career in 2008 as an M&A analyst at Rothschild, Moscow. Yulia has a specialist diploma (Hons.) in Economics with a specialisation in Finance/Investment Valuation from the Financial University, Moscow. In 2018, Yulia also successfully completed an executive education programme “Value investing (online): intelligent investment decision” at Columbia Business School.
Total return for Yulia Hofstede
Discrete calendar year performance : Yulia Hofstede

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
Yulia Hofstede 18.3 6.1 -28.5 20.2 - - - - - -
Peer Group Composite 20.8 2.8 -7.8 27.4 - - - - - -
Over / Under -2.5 3.3 -20.7 -7.2 - - - - - -
Performance vs peer group composite: Yulia Hofstede
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
1 year
out of a possible 4
 
Overall markets
Up
Underperformed peer group composite
3 years
out of a possible 4
 
Rising markets
UpDown
Outperformed peer group composite
1 year
out of a possible 3
 
Falling markets
UpDown
Outperformed peer group composite
0 years
out of a possible 1
Funds currently managed
Fund Sole/Co-managed Sector Periods
FTGF Martin Currie Global Long Term Unconstrained Co-managed FO Equity - International since Jun 01 2020 to present
FTF Martin Currie Global Unconstrained Co-managed UT Global since Sep 23 2022 to present
Funds managed previously
Fund Periods
No previously managed funds
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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