Alex Harvey

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Manager factsheet

Alex Harvey
Momentum Global Investment Mgt, Momentum Global Funds SICAV
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Manager profile

Alex is the Senior Portfolio Manager and Investment Strategist of the Momentum Managed Portfolio Service. Alex is also the lead Portfolio Manager for a number of our fixed income funds and portfolios including the Momentum GF Global Fixed Income Fund. Alex coordinates the international investment strategy and asset allocation process, liaising closely with the Strategy and Investment team in South Africa. Alex regularly appears in the press and presents at conferences around the world. He joined Momentum in September 2007 having previously worked as Futures Portfolio Manager at JP Morgan Asset Management in London, where he started his investment career in 1998. Alex is a CFA charterholder.

FOLLOW ON FUNDSWIRE

Annualised total return over 5 years

+0.4%

Cumulative performance (% growth)

	1 year	3 years	5 years	7 years	10 years
Alex Harvey	3.5	-1.7	-	-	-
Peer Group Composite	7.8	5.9	-	-	-
Over / Under	-4.3	-7.6	-	-	-

Total return for Alex Harvey

Discrete calendar year performance : Alex Harvey

Discrete performance

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

Alex Harvey	3.5	-9.0	4.4	18.7	-12.5	-	-	-	-	-
Peer Group Composite	7.8	-4.7	3.1	17.8	-6.6	-	-	-	-	-
Over / Under	-4.3	-4.3	1.3	0.9	-5.9	-	-	-	-	-

Performance vs peer group composite: Alex Harvey

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

2 years

out of a possible 5

Overall markets

Underperformed peer group composite

3 years

out of a possible 5

Rising markets

Outperformed peer group composite

2 years

out of a possible 3

Falling markets

Outperformed peer group composite

0 years

out of a possible 2

Funds currently managed

Fund	Sole/Co-managed	Sector	Periods

VT Momentum Diversified Cautious	Lead manager	UT Mixed Investment 0-35% Shares	since May 03 2019 to present
Harmony Portfolio Asian Balanced	Co-managed	FO Mixed Asset - Balanced	since Sep 01 2022 to present
Harmony Portfolio Asian Growth	Co-managed	FO Mixed Asset - Aggressive	since Sep 01 2022 to present
Harmony Portfolio Sterling Balanced	Co-managed	FO Mixed Asset - Balanced	since Sep 01 2022 to present
Harmony Portfolio Sterling Growth	Co-managed	FO Mixed Asset - Aggressive	since Sep 01 2022 to present
Harmony Portfolio US Dollar Balanced	Co-managed	FO Mixed Asset - Balanced	since Sep 01 2022 to present
Harmony Portfolio US Dollar Growth	Co-managed	FO Mixed Asset - Aggressive	since Sep 01 2022 to present
Harmony Portfolios Cautious Income	Co-managed	FO Mixed Asset - Cautious	since Sep 01 2022 to present
Harmony Portfolios Europe Growth	Co-managed	FO Mixed Asset - Balanced	since Sep 01 2022 to present

Funds managed previously

Fund	Periods

VT Momentum Diversified Balanced	since May 03 2019 to Nov 30 2022
VT Momentum Diversified Moderate	since May 03 2019 to Nov 30 2022
VT Momentum Diversified Growth	since Jun 01 2021 to Dec 01 2022
VT Momentum Diversified Income	since Jun 01 2021 to Dec 01 2022
Momentum Multi-Asset Value Trust plc	since Jun 01 2021 to Dec 01 2022