Thomas Wells

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Fund Performance

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Thomas Wells
Hargreaves Lansdown Fund Mgmt
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Manager profile

Thomas joined Hargreaves Lansdown as a fund manager within the multi-manager team in December 2021. He co-manages the HL Multi-Manager Asia & Emerging Markets, HL Multi-Manager High Income and HL Multi-Manager Strategic Assets funds. Prior to joining Hargreaves Lansdown, Thomas was a multi-asset fund manager at Aviva Investors, where he was responsible for managing the Aviva Investors Multi Asset Fund (MAF) range, Aviva Investors Multi-Manager portfolios and the Aviva Diversified Asset Funds. Thomas holds a MSc in Economics from UCL and a BA in Economics from Durham University. He is also a CFA charterholder.

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Annualised total return over 7.2 years

+3.9%

Cumulative performance (% growth)

	1 year	3 years	5 years	7 years	10 years
Thomas Wells	14.7	-	1.3	7.2	-
Peer Group Composite	14.3	-	3.3	9.1	-
Over / Under	0.4	-	-2.0	-1.9	-

Total return for Thomas Wells

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

60-96m

72-108m

84-120m

96-132m

48-84m

Discrete calendar year performance : Thomas Wells

Discrete performance

	0-12m	12-24m	24-36m	36-48m	48-60m	60-72m	72-84m	84-96m	96-108m	108-120m

Thomas Wells	14.7	1.0	-15.5	-	-	10.0	-3.9	7.8	14.2	-
Peer Group Composite	14.3	2.8	-14.3	-	-	7.5	-1.8	8.7	12.8	-
Over / Under	0.4	-1.8	-1.2	-	-	2.5	-2.1	-0.9	1.4	-

Performance vs peer group composite: Thomas Wells

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

Outperformed peer group composite

3 years

out of a possible 7

Overall markets

Underperformed peer group composite

4 years

out of a possible 7

Rising markets

Outperformed peer group composite

3 years

out of a possible 5

Falling markets

Outperformed peer group composite

0 years

out of a possible 2

Funds currently managed

Fund	Sole/Co-managed	Sector	Periods

HL Emerging Markets	Co-managed	UT Specialist	since Jan 04 2022 to present
HL High Income	Co-managed	UT Mixed Investment 20-60% Shares	since Jan 04 2022 to present
HL HL Cautious Managed	Co-managed	UT Volatility Managed	since Jan 04 2022 to present

Funds managed previously

Fund	Periods

Aviva Inv Multi-Manager Flexible	since Nov 01 2015 to Jan 31 2020
Aviva Inv AI Multi-asset Plus I	since Nov 01 2015 to Jan 31 2020
Aviva Inv AI Multi-asset Plus II	since Nov 01 2015 to Jan 31 2020
Aviva Inv AI Multi-asset Plus III	since Nov 01 2015 to Jan 31 2020
Aviva Inv AI Multi-asset Plus IV	since Nov 01 2015 to Jan 31 2020
Aviva Inv AI Multi-asset Plus V	since Nov 01 2015 to Jan 31 2020
Aviva Inv Multimanager 20-60% Shares	since Nov 01 2015 to Jan 31 2020
Aviva Inv Multimanager 40-85% Shares	since Nov 01 2015 to Jan 31 2020