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You are here: Manager factsheet

Gordon Happell
Threadneedle Investment Servic
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Manager profile
Gordon Happell is a Portfolio Manager in the UK Equities team. He joined Columbia Threadneedle through the acquisition of BMO GAM (EMEA) in 2021, having previously been with BMO since 2014. Before joining the group, Gordon worked at Henderson Global Investors, specialising in Global Technology, and Aegon Asset Management where he was a Smaller Companies Investment Manager in the UK Equity team. Gordon has a first-class honours degree in Accounting from Strathclyde University and is a CFA charterholder.
Total return for Gordon Happell
Manager career performance
Discrete calendar year performance : Gordon Happell

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
Gordon Happell 13.8 - - - - - - - - -
Peer Group Composite 17.4 - - - - - - - - -
Over / Under -3.6 - - - - - - - - -
Performance vs peer group composite: Gordon Happell
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.
 
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Outperformed peer group composite
0 years
out of a possible 1
 
Overall markets
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Underperformed peer group composite
1 year
out of a possible 1
 
Rising markets
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Falling markets
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Funds currently managed
Fund Sole/Co-managed Sector Periods
CT UK Lead manager UT UK All Companies since Aug 31 2023 to present
Funds managed previously
Fund Periods
Janus Henderson Global Technology Leaders since Jan 01 2013 to Apr 29 2013
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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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