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You are here: Manager factsheet

Mozamil Afzal

New Capital Fund Management Lt, EFG Asset Management (UK) Limi
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Manager profile
Mozamil Afzal is the Global CIO of EFG Asset Management and the CEO of EFG Asset Management (UK). He is Chairman of the EFGAM Asset Allocation Committee, and has overall supervisory responsibility for the investment process. He joined EFG Private Bank in 1994, and was appointed as a director and CIO of EFG Private Bank Limited in March 2003 and as a director of EFG Asset Management Limited in January 2000. During his tenure at EFG, Mozamil has held a number of roles and has been responsible for the management of a series of fixed income funds and portfolios as well as holding supervisory roles in a number of multi-manager hedge and equity funds as well as managing portfolios for Retail, Professional and Institutional Clients. Mozamil was responsible for the integration and absorption of the EFG Asset Management Limited business into EFG Private Bank Limited as well as the integration of the asset management business acquired in 2005. Prior to joining EFG he was an analyst in the Macro-economic Policy Division at HM Treasury. Mozamil holds a BSc Hons Degree in Mathematics from Middlesex University and an MBA from Aston University.
Total return for Mozamil Afzal
Discrete calendar year performance : Mozamil Afzal

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
Mozamil Afzal 28.1 -23.4 -22.4 128.0 -24.3 6.6 28.4 30.6 -32.8 8.1
Peer Group Composite 6.1 -2.2 2.2 14.0 -3.8 3.3 -0.5 14.7 -1.1 7.6
Over / Under 22.0 -21.2 -24.6 114.0 -20.5 3.3 28.9 15.9 -31.7 0.5
Performance vs peer group composite: Mozamil Afzal
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
6 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
4 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
5 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
New Capital Tactical Opportunity Lead manager FO Mixed Asset - Flexible since Sep 26 2003 to present
New Capital Strategic Portfolio Co-managed FO Mixed Asset - Flexible since Dec 29 2014 to present
Funds managed previously
Fund Periods
New Capital Global Value Credit since Aug 15 2003 to Dec 31 2014
New Capital Wealthy Nations Bond since Sep 18 2009 to Dec 31 2014
News & Research: Related articles sector Sector fund Fund group Group manager Manager
Group 18 managers win their first FE fundinfo Alpha Manager rating By Gary Jackson  13-Feb-2024
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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