PLEASE TELL US A LITTLE ABOUT YOURSELF SO THAT WE CAN DISPLAY THE MOST
APPROPRIATE CONTENT TO YOU:

This site uses cookies. Some of the cookies are essential for parts of the site to operate and have already been set. You may delete and block all cookies from this site, but if you do, parts of the site may not work. To find out more about cookies used on Trustnet and how you can manage them, see our Privacy and Cookie Policy.

By clicking "I Agree" below, you acknowledge that you accept our Privacy Policy and Terms of Use.

For more information Click here

Login

Register

It's look like you're leaving us

What would you like us to do with the funds you've selected

Show me all my options Forget them Save them
Customise this table
You are here: Manager factsheet

George Efstathopoulos

Fidelity International (FIL In, Fidelity International (FIL In
pdfIcon Manager factsheet pdf    rss feed RSS Feed
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 -6.8 2.9 -2.8 8.2 -0.3 11.7 9.0 - - -
Peer Group Composite -6.2 8.9 1.4 4.5 1.4 11.5 5.9 - - -
Over / Under -0.6 -6.0 -4.2 3.7 -1.7 0.2 3.1 - - -
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 7
 
Overall markets
Up
Underperformed peer group composite
4 years
out of a possible 7
 
Rising markets
UpDown
Outperformed peer group composite
3 years
out of a possible 6
 
Falling markets
UpDown
Outperformed peer group composite
0 years
out of a possible 1
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 - Balanced since Oct 06 2017 to present
Fidelity European Multi Asset Income Co-managed (deputy) FO Mixed Asset - Balanced since Oct 15 2019 to present
Funds managed previously
Fund Periods
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.

You are currently using an old browser which will not be supported by Trustnet after 31/07/2016. To ensure you benefit from all features on the site, please update your browser.   Close