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You are here: Manager factsheet

Synergy Investment Team

Lumyna Investments Limited, Schroder Investmt Mgt(EUR)S.A.
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Manager profile
The fund is managed by Alethea Leung and Stephen Andrews. The portfolio managers are supported by the research team, which is comprised of 35 investment professionals (portfolio managers and research analysts) across 6 countries. Stephen Andrews is Co-Head of Global Emerging Markets Equities for the Fundamental Active Equity division of BlackRock's Active Equity Group. Mr Andrews is lead portfolio manager for the Asian Core strategy and co manages the Asian Unconstrained Strategy, Global Emerging Markets Income Strategy and Asia Pacific Income Strategy. He is also research pod leader of the North Asia Financials, Real Estate, and Tech pod and is platform lead for ESG integration. Prior to joining BlackRock in November 2017 Mr Andrews spent a 20-year career in the investment industry. During this time, he has worked (and had been based in) a variety of markets including Europe, the Middle East and now Asia. Prior to joining he was Head of Asian Financials Research and co-Head of Global Banks coverage at Deutsche Bank in Hong Kong.
Total return for Synergy Investment Team
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 : Synergy Investment Team

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
Synergy Investment Team 5.1 -10.1 -12.5 47.1 -10.1 9.0 -2.8 6.8 4.6 10.4
Peer Group Composite 6.6 -4.5 -12.3 50.4 -11.2 7.1 -2.4 6.3 2.9 11.1
Over / Under -1.5 -5.6 -0.2 -3.3 1.1 1.9 -0.4 0.5 1.7 -0.7
Performance vs peer group composite: Synergy Investment Team
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
4 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
6 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
3 years
out of a possible 6
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 4
Funds currently managed
Fund Sole/Co-managed Sector Periods
Lumyna European Debt - Credit UCITS Lead manager FO Fixed Int - Europe since Nov 24 2017 to present
Lumyna American Debt - Securitised UCITS Co-managed FO Fixed Int - USD Securitised since Nov 24 2017 to present
Lumyna Asian Pacific Debt - Government UCITS Co-managed FO Fixed Int - Asia Pacific since Nov 24 2017 to present
Schroder ISF Sustainable Emerging Markets Synergy Co-managed FO Equity - Emerging Markets since Jun 28 2021 to present
Funds managed previously
Fund Periods
iShares UK Gilts All Stocks Index (UK) since Jul 18 2005 to Dec 31 2018
Sanlam Global Bond since Oct 01 2009 to Sep 01 2016
MGTS AFH DA Asia ex Japan Equity since Jan 29 2018 to Jan 17 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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