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You are here: Manager factsheet

Kate Morrissey
HSBC Investment Funds (Lux) SA
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Manager profile
Kate Morrissey is Head of World Selection in the UK Multi-Asset team within HSBC Global Asset Management in London and has been working in the financial industry since 1999. In addition to managing the World Selection team, Kate is the lead portfolio manager of the World Selection Portfolios. Prior to assuming her current role, Kate was a rates portfolio manager in the Global Bond team. Before that, she ran fixed income services within Discretionary Wealth Management. She joined HSBC in 2000 as part of HSBC's Global Graduate Programme. She holds a BSc Biological Sciences (Hons) degree from the University of Bristol (UK) and is a CFA charterholder and an Affiliate of the Securities Institute.
Total return for Kate Morrissey
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
 
 
 
 
 
58-94m
 
 
 
 
 
 
 
 
 
70-106m
 
 
 
 
 
 
 
 
 
82-118m
 
 
 
 
 
 
 
 
 
94-130m
 
 
 
 
 
 
 
 
 
106-142m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Kate Morrissey

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
Kate Morrissey 7.6 -1.5 -2.8 12.7 -0.8 - - 1.6 17.4 -
Peer Group Composite 8.6 -0.4 -5.7 11.1 -0.4 - - 2.7 18.9 -
Over / Under -1.0 -1.1 2.9 1.6 -0.4 - - -1.1 -1.5 -
Performance vs peer group composite: Kate Morrissey
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
2 years
out of a possible 7
 
Overall markets
Up
Underperformed peer group composite
5 years
out of a possible 7
 
Rising markets
UpDown
Outperformed peer group composite
1 year
out of a possible 4
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 3
Funds currently managed
Fund Sole/Co-managed Sector Periods
HSBC GIF Global Emerging Markets Multi-Asset Income Co-managed FO Mixed Asset - Flexible since Mar 16 2020 to present
Funds managed previously
Fund Periods
HSBC Portfolios World Selection 1 since Mar 22 2019 to Feb 29 2024
HSBC Portfolios World Selection 3 since Mar 22 2019 to Feb 29 2024
HSBC Portfolios World Selection 5 since Mar 22 2019 to Feb 29 2024
HSBC World Selection - Dividend Distribution Portfolio since Mar 22 2019 to Feb 29 2024
HSBC World Selection 2 since Mar 22 2019 to Feb 29 2024
HSBC World Selection 4 since Mar 22 2019 to Feb 29 2024
HSBC World Selection Adventurous Portfolio since Mar 22 2019 to Feb 29 2024
HSBC World Selection Balanced Portfolio since Mar 22 2019 to Feb 29 2024
HSBC World Selection Cautious Portfolio since Mar 22 2019 to Feb 29 2024
HSBC World Selection Conservative Portfolio since Mar 22 2019 to Feb 29 2024
HSBC World Selection Dynamic Portfolio since Mar 22 2019 to Feb 29 2024
HSBC World Selection Interest Income Portfolio since Mar 22 2019 to Feb 29 2024
HSBC Global Strategy Adventurous Portfolio since Nov 01 2021 to Dec 31 2023
HSBC Global Strategy Balanced Portfolio since Nov 01 2021 to Dec 31 2023
HSBC Global Strategy Cautious Portfolio since Nov 01 2021 to Dec 31 2023
HSBC Global Strategy Conservative Portfolio since Nov 01 2021 to Dec 31 2023
HSBC Global Strategy Dynamic Portfolio since Nov 01 2021 to Dec 31 2023
HSBC GIF US Dollar Bond since Jan 01 2016 to Feb 26 2018
HSBC Gilt & Fixed Interest since Jan 31 2014 to Dec 01 2014
HSBC Balanced since Jan 31 2014 to Dec 01 2014
News & Research: Related articles sector Sector fund Fund group Group manager Manager
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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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