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You are here: Manager factsheet

Nicholas McLoughlin

HSBC Investment Funds (Lux) SA, HSBC Asset Management (IRL), HSBC Asset Management (Fund Se
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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 14.2 6.0 -11.9 -0.9 - - - - - -
Peer Group Composite 11.6 0.4 -7.1 8.6 - - - - - -
Over / Under 2.6 5.6 -4.8 -9.5 - - - - - -
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
2 years
out of a possible 4
 
Overall markets
Up
Underperformed peer group composite
2 years
out of a possible 4
 
Rising markets
UpDown
Outperformed peer group composite
2 years
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
HSBC GIF Global Emerging Markets Multi-Asset Income Co-managed FO Mixed Asset - Flexible since Nov 01 2020 to present
HSBC Shariah Multi Asset Co-managed FO Mixed Asset - Flexible since Oct 02 2023 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.

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