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You are here: Manager factsheet

Michael Leithead
EFG Asset Management (UK) Limi, EFG Asset Management (Switzerl
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Manager profile
Michael is Head of Fixed Income Research and a Senior Portfolio Manager at EFGAM, having joined EFG in 2007. Michael manages the New Capital Wealthy Nations Bond Fund and New Capital Global Value Credit Fund. He focuses primarily on global fixed income fund management, fixed income strategy and trading. Michael has previously worked at Fidelity International in 2003 where he held a number of roles within risk Management and both equity and fixed income derivative valuations. Michael holds a BSc in Economics from Birmingham University, the IMC, the CFA UK Certificate in ESG Investing and is a CFA Charterholder.
Total return for Michael Leithead
Manager career performance
Discrete calendar year performance : Michael Leithead

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
Michael Leithead 5.4 1.7 -9.4 -3.8 5.5 9.1 0.0 -5.1 35.9 2.7
Peer Group Composite 5.7 1.4 -4.8 -3.6 5.0 5.6 -0.2 -3.8 29.9 0.0
Over / Under -0.3 0.3 -4.6 -0.2 0.5 3.5 0.2 -1.3 6.0 2.7
Performance vs peer group composite: Michael Leithead
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
6 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
4 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
5 years
out of a possible 6
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 4
Funds currently managed
Fund Sole/Co-managed Sector Periods
New Capital Global Value Credit Lead manager FO Fixed Int - Global since Jan 01 2009 to present
New Capital Wealthy Nations Bond Lead manager FO Fixed Int - Global since Sep 18 2009 to present
New Capital Euro Value Credit Co-managed FO Fixed Int - EUR Corporate Bond since Sep 29 2017 to present
New Capital Global Fixed Maturity Bond USD 2024 Co-managed FO Fixed Int - USD since Oct 30 2020 to present
Fixed Maturity Bond 2027 Co-managed FO Fixed Int - Global since Aug 21 2023 to present
Funds managed previously
Fund Periods
New Capital Asia Value Credit since Aug 22 2012 to Sep 14 2018
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Sector abrdn’s global head of fixed income steps down By Patrick Sanders  06-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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