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You are here: Manager factsheet

Ziad Abou Gergi
Barclays Bank Plc, Barclays, Hargreaves Lansdown Fund Mgmt
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Manager profile
Ziad joined Hargreaves Lansdown in December 2021 from Barclays Wealth where he was the Head of Multi-Asset Portfolio Managers. Ziad is jointly responsible for managing the HL Multi-Manager Balanced Managed Trust, the HL Multi-Manager Equity & Bond Trust and the HL Multi-Manager Special Situations Trust. Ziad started his investment career in 2005 when he joined Barclays as an equity portfolio manager and sector analyst in Paris. He moved to Barclays’ London office in 2011 to join Barclays Wealth’s multi-manager team covering various equity markets and managing the firm’s mixed assets funds before heading the Multi Asset team in 2019. Ziad holds Masters degrees in both Economics & Management, as well as being a CFA charterholder.
Total return for Ziad Abou Gergi
Manager career performance
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
 
 
 
 
 
53-89m
 
 
 
 
 
 
 
 
 
65-101m
 
 
 
 
 
 
 
 
 
77-113m
 
 
 
 
 
 
 
 
 
89-125m
 
 
 
 
 
 
 
 
 
101-137m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Ziad Abou Gergi

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
Ziad Abou Gergi 20.9 -2.8 2.2 55.4 -9.1 12.3 -2.3 30.6 -3.2 18.9
Peer Group Composite 15.5 -3.9 6.0 48.7 -9.4 10.4 1.5 27.4 -2.3 17.9
Over / Under 5.4 1.1 -3.8 6.7 0.3 1.9 -3.8 3.2 -0.9 1.0
Performance vs peer group composite: Ziad Abou Gergi
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
7 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
3 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
5 years
out of a possible 7
 
Falling markets
UpDown
Outperformed peer group composite
2 years
out of a possible 3
Funds currently managed
Fund Sole/Co-managed Sector Periods
Barclays Global Core Lead manager UT Global since Jun 01 2013 to present
Barclays GlobalAccess US Small & Mid Equity Co-managed (deputy) FO Equity - Small Cap USA since Jan 01 2017 to present
HL Income Co-managed UT Volatility Managed since Jan 04 2022 to present
HL Multi Manager Balanced Managed Co-managed UT Mixed Investment 40-85% Shares since Jan 04 2022 to present
HL Multi Manager Special Situations Co-managed UT Global since Jan 04 2022 to present
Funds managed previously
Fund Periods
Barclays GlobalAccess US Equity since Jan 01 2017 to Dec 31 2019
Barclays GlobalAccess Japan since Jun 01 2014 to Nov 30 2016
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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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