Richard Balfour

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Fund Performance

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Manager factsheet

Richard Balfour
HSBC Investment Funds (Lux) SA
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Manager profile

Richard Balfour is a portfolio manager, with responsibility for money market and short duration products in London. Richard joined Credit Suisse in June 2003 from Tokyo - Mitsubishi International where he was a Product Analyst within the Fixed Income & New Issues team. Prior to this he was a Performance Analyst at Henderson Global Investors. Richard holds a BSc in Physics and Space Science from UCL, University of London.

FOLLOW ON FUNDSWIRE

Annualised total return over 14.4 years

+1.5%

Cumulative performance (% growth)

	1 year	3 years	5 years	7 years	10 years
Richard Balfour	-0.7	-11.7	-5.9	-	-
Peer Group Composite	2.0	-5.1	-0.4	-	-
Over / Under	-2.7	-6.6	-5.5	-	-

Total return for Richard Balfour

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

71-107m

83-119m

95-131m

107-143m

119-155m

Discrete calendar year performance : Richard Balfour

Discrete performance

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

Richard Balfour	-0.7	-1.7	-9.3	7.5	-0.9	3.4	9.3	-	-	-
Peer Group Composite	2.0	0.1	-7.1	5.1	-0.1	4.6	10.9	-	-	-
Over / Under	-2.7	-1.8	-2.2	2.4	-0.8	-1.2	-1.6	-	-	-

Performance vs peer group composite: Richard Balfour

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

1 year

out of a possible 7

Overall markets

Underperformed peer group composite

6 years

out of a possible 7

Rising markets

Outperformed peer group composite

1 year

out of a possible 5

Falling markets

Outperformed peer group composite

0 years

out of a possible 2

Funds currently managed

Fund	Sole/Co-managed	Sector	Periods

HSBC GIF Global Inflation Linked Bond	Co-managed (deputy)	FO Fixed Int - USD Index Linked	since Jan 01 2020 to present

Funds managed previously

Fund	Periods

HSBC Gilt & Fixed Interest	since Jan 01 2019 to fund close
Aberdeen Standard Liquidity (Lux) - Canadian Dollar	since Feb 01 2006 to May 31 2008
Abrdn Sterling	since Feb 01 2006 to May 31 2008
CS Cash	since Sep 01 2005 to Jul 31 2007
Aberdeen UK Gilts	since Sep 01 2007 to fund close
Barings Global Bond	since Mar 01 2016 to Dec 31 2017
Barings Global Aggregate Bond	since Aug 01 2013 to Apr 27 2015