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You are here: Manager factsheet

George Efstathopoulos

Fidelity International (FIL In, Fidelity International (FIL In
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Manager profile
George joined Fidelity in September 2011 as a Fixed Income Research Analyst for Fidelity Multi Asset, and was promoted to Assistant Portfolio Manager in December 2013. He became a Co-Portfolio Manager in January 2015. Prior to joining Fidelity, George was responsible for Fixed Income manager research and portfolio management at Stamford Associates. George began his career with Russell Investments where he joined as a capital markets intern before participating in the graduate scheme at Russell’s headquarters in Seattle, US. He then returned to London in the capacity of portfolio analyst and subsequently research analyst in the Fixed Income team. He received an MSc in Management Science and Operational Research from Warwick Business School in 2004 and a BSc in Management from the University of Southampton in 2003.
Total return for George Efstathopoulos
Discrete calendar year performance : George Efstathopoulos

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
George Efstathopoulos 9.1 0.1 -10.3 4.6 -2.6 6.4 -0.2 3.9 17.9 -2.4
Peer Group Composite 11.4 0.9 -8.6 11.3 1.0 6.1 -1.8 5.9 14.5 -1.8
Over / Under -2.3 -0.8 -1.7 -6.7 -3.6 0.3 1.6 -2.0 3.4 -0.6
Performance vs peer group composite: George Efstathopoulos
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
3 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
7 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
2 years
out of a possible 7
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 3
Funds currently managed
Fund Sole/Co-managed Sector Periods
Fidelity Sustainable Multi Asset Income Lead manager FO Mixed Asset - Balanced since Jan 31 2015 to present
Fidelity Global Multi Asset Income Co-managed FO Mixed Asset - Cautious since May 20 2016 to present
Fidelity Multi Asset Income Co-managed UT Mixed Investment 0-35% Shares since May 20 2016 to present
Fidelity Multi Asset Balanced Income Co-managed (deputy) UT Mixed Investment 20-60% Shares since May 25 2016 to present
Fidelity Multi Asset Income & Growth Co-managed (deputy) UT Mixed Investment 40-85% Shares since May 25 2016 to present
Fidelity Global Multi Asset Defensive Lead manager FO Mixed Asset - Cautious since Oct 06 2017 to present
Fidelity Global Multi Asset Growth & Income Lead manager FO Mixed Asset - Flexible since Oct 06 2017 to present
Fidelity European Multi Asset Income Co-managed (deputy) FO Mixed Asset - Balanced since Oct 15 2019 to present
FF Asia Pacific Multi Asset Growth & Income Lead manager FO Mixed Asset - Flexible since Jun 30 2022 to present
Funds managed previously
Fund Periods
FF Asia Pacific Multi Asset Growth & Income since Mar 01 2017 to Jun 29 2022
FF Multi Asset Target Income 2024 since May 23 2018 to May 02 2021
Fidelity Multi Asset Defensive since Jan 31 2015 to Jan 30 2016
Fidelity Multi Asset Strategic since Jan 31 2015 to Nov 29 2015
Fidelity Global Thematic Opportunities since Mar 10 2021 to May 02 2021
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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