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You are here: Manager factsheet

Simon Rubingh
Royal London Unit Tst Mgrs Ltd, Royal London Asset Mgmt (IRL)
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Manager profile
Simon Rubingh – Senior Fund Manager Simon joined RLAM in August 2014 following the acquisition of The Co-operative Asset Management (TCAM) by the Royal London Group. Simon is a Senior Fund Manager within the Multi Asset team. He previously held the role of Senior Fund Manager within the RLAM Sustainable team, with responsibility for alternative investments and the tactical asset allocation strategy. Simon was previously Head of Overseas Equities from 2002 and managed the TCAM Asia Pacific portfolio from 1991. Simon joined TCAM in 1989 as a research analyst on Japanese equities, has a B.A. (Hons) in Applied Economics from Abertay University and is an Associate of CFA UK.
Total return for Simon Rubingh
Manager career performance
Discrete calendar year performance : Simon Rubingh

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 Rubingh 11.4 2.9 -8.5 6.2 -1.1 5.4 0.7 3.2 7.6 15.8
Peer Group Composite 13.5 1.3 -9.3 10.5 2.0 6.9 -1.0 4.2 7.4 12.4
Over / Under -2.1 1.6 0.8 -4.3 -3.1 -1.5 1.7 -1.0 0.2 3.4
Performance vs peer group composite: Simon Rubingh
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
5 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
5 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
3 years
out of a possible 8
 
Falling markets
UpDown
Outperformed peer group composite
2 years
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
Royal London Cautious Managed Co-managed (deputy) UT Mixed Investment 0-35% Shares since Jun 10 2015 to present
Royal London GMAP Adventurous Co-managed (deputy) UT Mixed Investment 40-85% Shares since Mar 14 2016 to present
Royal London GMAP Balanced Co-managed (deputy) UT Mixed Investment 20-60% Shares since Mar 14 2016 to present
Royal London GMAP Defensive Co-managed (deputy) UT Mixed Investment 0-35% Shares since Mar 14 2016 to present
Royal London GMAP Diversified Bond Co-managed (deputy) UT Sterling Strategic Bond since Mar 14 2016 to present
Royal London GMAP Dynamic Equity Co-managed (deputy) UT Global since Mar 14 2016 to present
Royal London GMAP Growth Co-managed (deputy) UT Mixed Investment 40-85% Shares since Mar 14 2016 to present
Royal London Multi Asset Strategies Co-managed (deputy) UT Flexible Investment since Nov 23 2018 to present
Royal London Multi Asset Adventurous (IRL) Co-managed (deputy) FO Mixed Asset - Aggressive since Aug 17 2021 to present
Royal London Multi Asset Balanced (IRL) Co-managed (deputy) FO Mixed Asset - Balanced since Aug 17 2021 to present
Royal London Multi Asset Defensive (IRL) Co-managed (deputy) FO Mixed Asset - Cautious since Aug 17 2021 to present
Royal London Multi Asset Growth (IRL) Co-managed (deputy) FO Mixed Asset - Aggressive since Aug 17 2021 to present
Royal London GMAP Moderate Growth Co-managed (deputy) UT Mixed Investment 20-60% Shares since Jul 25 2024 to present
Funds managed previously
Fund Periods
Royal London European Growth Trust since Feb 01 2014 to Apr 01 2015
Royal London US Growth Trust since Feb 01 2014 to Apr 01 2015
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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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