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You are here: Manager factsheet

Ellen Powley
Hargreaves Lansdown Fund Mgmt
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Manager profile
Ellen has been a member of the Investment team since July 2004 having joined Hargreaves Lansdown in March 2003. She has co-managed the HL Multi-Manager Income & Growth Trust since February 2006 and the Portfolio Management Service since June 2007. Ellen has also been co-manager of the HL Multi-Manager UK Growth and HL Growth since launch and HL MM European fund since July 2019. Ellen holds a BSc (Hons) degree in Economics from the University of Birmingham.
Total return for Ellen Powley
Manager career performance
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 : Ellen Powley

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
Ellen Powley 11.2 -1.3 4.5 34.8 -19.4 0.7 0.5 15.9 -0.8 12.8
Peer Group Composite 9.5 -0.1 5.6 32.2 -15.2 3.3 1.3 15.7 -3.1 8.5
Over / Under 1.7 -1.2 -1.1 2.6 -4.2 -2.6 -0.8 0.2 2.3 4.3
Performance vs peer group composite: Ellen Powley
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
5 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
5 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
4 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
HL UK Income Co-managed UT UK Equity Income since Feb 01 2006 to present
HL Multi Manager UK Growth Co-managed UT UK All Companies since Jan 23 2015 to present
HL Multi-Manager European Co-managed UT Europe Excluding UK since Jul 01 2019 to present
HL Growth Co-managed UT Mixed Investment 40-85% Shares since Dec 15 2021 to present
Funds managed previously
Fund Periods
HL Multi-Manager High Income since Apr 13 2016 to Jan 03 2022
HL Income since Jun 02 2006 to Dec 31 2007
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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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