PLEASE TELL US A LITTLE ABOUT YOURSELF SO THAT WE CAN DISPLAY THE MOST
APPROPRIATE CONTENT TO YOU:

This site uses cookies. Some of the cookies are essential for parts of the site to operate and have already been set. You may delete and block all cookies from this site, but if you do, parts of the site may not work. To find out more about cookies used on Trustnet and how you can manage them, see our Privacy and Cookie Policy.

By clicking "I Agree" below, you acknowledge that you accept our Privacy Policy and Terms of Use.

For more information Click here

Login

Register

It's look like you're leaving us

What would you like us to do with the funds you've selected

Show me all my options Forget them Save them
Customise this table
You are here: Manager factsheet

Nicholas McLoughlin

HSBC Investment Funds (Lux) SA, HSBC Asset Management (Fund Se
pdfIcon Manager factsheet pdf    rss feed RSS Feed
Manager profile
Nick McLoughlin is Global Head of Multi-Asset Research at HSBC Asset Management. Nick is also a senior portfolio manager in London within the team responsible for the management of the World Selection Portfolios and Global Strategy Portfolios. Nick is responsible for tactical and strategic asset allocation and multi-asset research across the global multi-asset platform. Prior to joining HSBC in January 2018, Nick was part of the Allocation Strategies group at Norges Bank Investment Management in London and was responsible for managing risk premium investment strategies. Nick holds a Double First in Mathematics from the University of Cambridge (UK) and a Masters in Management from the Cambridge Judge Business School (UK). He is a CFA charterholder.
Total return for Nicholas McLoughlin
Discrete calendar year performance : Nicholas McLoughlin

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
Nicholas McLoughlin 10.7 -2.6 -4.3 1.2 - - - - - -
Peer Group Composite 9.4 -2.0 -4.0 9.4 - - - - - -
Over / Under 1.3 -0.6 -0.3 -8.2 - - - - - -
Performance vs peer group composite: Nicholas McLoughlin
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 2
 
Falling markets
UpDown
Outperformed peer group composite
0 years
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
HSBC GIF Global Emerging Markets Multi-Asset Income Co-managed FO Mixed Asset - Flexible since Nov 01 2020 to present
HSBC Global Strategy Adventurous Portfolio Lead manager UT Volatility Managed since Jan 01 2024 to present
HSBC Global Strategy Balanced Portfolio Lead manager UT Volatility Managed since Jan 01 2024 to present
HSBC Global Strategy Cautious Portfolio Lead manager UT Volatility Managed since Jan 01 2024 to present
HSBC Global Strategy Conservative Portfolio Lead manager UT Volatility Managed since Jan 01 2024 to present
HSBC Global Strategy Dynamic Portfolio Lead manager UT Volatility Managed since Jan 01 2024 to present
HSBC Portfolios World Selection 1 Lead manager FO Mixed Asset - Cautious since Mar 01 2024 to present
HSBC Portfolios World Selection 3 Lead manager FO Mixed Asset - Balanced since Mar 01 2024 to present
HSBC Portfolios World Selection 5 Lead manager FO Mixed Asset - Aggressive since Mar 01 2024 to present
HSBC World Selection - Dividend Distribution Portfolio Lead manager UT Mixed Investment 20-60% Shares since Mar 01 2024 to present
HSBC World Selection 2 Lead manager FO Mixed Asset - Balanced since Mar 01 2024 to present
HSBC World Selection 4 Lead manager FO Mixed Asset - Aggressive since Mar 01 2024 to present
HSBC World Selection Adventurous Portfolio Lead manager UT Mixed Investment 40-85% Shares since Mar 01 2024 to present
HSBC World Selection Balanced Portfolio Lead manager UT Unclassified since Mar 01 2024 to present
HSBC World Selection Cautious Portfolio Lead manager UT Unclassified since Mar 01 2024 to present
HSBC World Selection Conservative Portfolio Lead manager UT Mixed Investment 0-35% Shares since Mar 01 2024 to present
HSBC World Selection Dynamic Portfolio Lead manager UT Unclassified since Mar 01 2024 to present
HSBC World Selection Interest Income Portfolio Lead manager UT Unclassified since Mar 01 2024 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.

You are currently using an old browser which will not be supported by Trustnet after 31/07/2016. To ensure you benefit from all features on the site, please update your browser.   Close