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You are here: Manager factsheet

Chris Forgan

Fidelity International (FIL In, Fidelity International (FIL In
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FE Trustnet verdict
Overall, performing better than the peer group composite. However, over a long track record, the manager has under-performed the peer group more often than not. Good stock picking has had a material positive impact on results, which have not been particularly exposed to falling markets.
Manager profile
Chris Forgan joined Fidelity in 2017 as a Portfolio Manager for Fidelity Multi Asset. Prior to joining Fidelity, Chris was a Portfolio Manager at Henderson Global Investors, in their Multi Asset team focusing on their income fund range. Previously Chris worked as an analyst at Henderson Global Investors, a senior performance analyst at First State Investments and began his career on the trading floor at Deutsche Morgan Grenfell in 1997.Chris has a BA (Hons) Marketing Administration from the University of Northumbria.
Total return for Chris Forgan
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
 
 
 
 
 
1-37m
 
 
 
 
 
 
 
 
 
13-49m
 
 
 
 
 
 
 
 
 
25-61m
 
 
 
 
 
 
 
 
 
37-73m
 
 
 
 
 
 
 
 
 
49-85m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Chris Forgan

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
Chris Forgan 9.1 1.4 7.9 4.9 5.2 3.6 14.5 -2.3 7.9 13.2
Peer Group Composite 5.3 3.1 9.0 5.3 5.1 4.0 11.1 1.1 7.9 11.8
Over / Under 3.8 -1.7 -1.1 -0.4 0.1 -0.4 3.4 -3.4 0.0 1.4
Performance vs peer group composite: Chris Forgan
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
4 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
6 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
4 years
out of a possible 10
 
Falling markets
UpDown
Outperformed peer group composite
0 years
out of a possible 0
Funds currently managed
Fund Sole/Co-managed Sector Periods
Fidelity Allocator World Lead manager UT Global since Oct 06 2017 to present
Fidelity Multi Asset Allocator Adventurous Lead manager UT Flexible Investment since Oct 06 2017 to present
Fidelity Multi Asset Allocator Defensive Lead manager UT Mixed Investment 0-35% Shares since Oct 06 2017 to present
Fidelity Multi Asset Allocator Growth Lead manager UT Mixed Investment 40-85% Shares since Oct 06 2017 to present
Fidelity Multi Asset Allocator Strategic Lead manager UT Mixed Investment 20-60% Shares since Oct 06 2017 to present
Fidelity Multi Asset Balanced Income Co-managed (deputy) UT Mixed Investment 20-60% Shares since Mar 30 2018 to present
Fidelity Multi Asset Income Co-managed (deputy) UT Mixed Investment 0-35% Shares since Mar 30 2018 to present
Fidelity Multi Asset Income & Growth Co-managed (deputy) UT Mixed Investment 40-85% Shares since Mar 30 2018 to present
Fidelity Global Multi Asset Income Co-managed FO Mixed Asset - Cautious since Mar 31 2018 to present
Funds managed previously
Fund Periods
Janus Henderson Multi-Manager Income & Growth since Oct 13 2005 to Aug 03 2017
Janus Henderson Multi-Manager Active since Jan 01 2017 to Jul 31 2017
Janus Henderson Multi-Manager Distribution since Jan 01 2017 to Jul 31 2017
Janus Henderson Multi-Manager Managed since Jan 01 2017 to Jul 31 2017
Data provided by FE. Care has been taken to ensure that the information is correct, but FE 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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