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You are here: Manager factsheet

Simon Holmes

Threadneedle Investment Servic
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Manager profile
Simon Holmes is a Director and Portfolio Manager in the Multi-Asset team and joined the company in September 2007. Simon has experience across equities, fixed income, foreign exchange and alternative asset classes, covering ESG, risk-targeted and income solutions. In previous roles, Simon has worked at McKinsey & Co., Salomon Smith Barney, Barclays Capital and Daiwa, after starting his career at Tokyo-Mitsubishi in 1996. He has a BSc (Hons) in Natural Sciences from the University of Durham and an MBA from INSEAD Business School. He is also a CFA charter holder.
Total return for Simon Holmes
Discrete calendar year performance : Simon Holmes

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
Simon Holmes -11.7 16.1 1.9 -1.1 -3.6 8.0 24.6 1.5 -0.6 -3.0
Peer Group Composite -6.0 11.7 -4.2 7.3 -3.1 8.7 25.7 -6.1 2.9 -5.5
Over / Under -5.7 4.4 6.1 -8.4 -0.5 -0.7 -1.1 7.6 -3.5 2.5
Performance vs peer group composite: Simon Holmes
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
1 year
out of a possible 5
 
Falling markets
UpDown
Outperformed peer group composite
3 years
out of a possible 5
Funds currently managed
Fund Sole/Co-managed Sector Periods
CT Diversified Monthly Income Lead manager UT Specialist since Nov 12 2018 to present
CT Sustainable Universal MAP Balanced Co-managed UT Volatility Managed since Dec 09 2019 to present
CT Sustainable Universal MAP Cautious Co-managed UT Volatility Managed since Dec 09 2019 to present
CT Sustainable Universal MAP Growth Co-managed UT Volatility Managed since Dec 09 2019 to present
CT Sustainable Universal MAP Adventurous Lead manager UT Volatility Managed since Mar 16 2021 to present
CT Sustainable Universal MAP Defensive Lead manager UT Volatility Managed since Mar 16 2021 to present
Funds managed previously
Fund Periods
BMO High Income Bond since Dec 01 2012 to fund close
F&C HVB Stiftungsfonds since Jun 30 2017 to fund close
F&C Credit Select since Dec 01 2012 to fund close
F&C Global Credit since Dec 01 2012 to Mar 26 2013
BMO Global High Yield since Dec 01 2012 to fund close
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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