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You are here: Manager factsheet

Rosanna Burcheri

FE fundinfo Alpha Manager
Fidelity International (FIL In, Fidelity International (FIL In
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Manager profile
Rosanna Burcheri is Portfolio Manager, has investment experience of 24 years and educational qualification in Economics, Bocconi University. Completed Level 4 Certificate in ESG Investing, CFA Institute in partnership with the CFA Society UK. Current responsibilities are US Value Strategy: Fidelity Funds America Fund (SICAV), Fidelity American Special Situations Fund (OEIC) – Sep 2021 to present. Previous experiences are Artemis Investment Management, Global Equity Fund Manager – Oct 20211 to Sep 2021. FrontPoint Management, Senior European Portfolio Manager and Partner – Mar 2006 to 2011. Shell Pension Management Service, European Portfolio Manager – 2004 to 2005. M&G Investment Management, Pan European Fund Manager – 2000 to 2003. Paribas Asset Management, Junior Fund Manager – 1997 to 2000. A strong believer in ESG and it being a critical part of the investment process. An ambassador for the Diversity Project, a cross-company initiative championing a kore inclusive culture.
Total return for Rosanna Burcheri
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
 
 
 
 
 
31-67m
 
 
 
 
 
 
 
 
 
43-79m
 
 
 
 
 
 
 
 
 
55-91m
 
 
 
 
 
 
 
 
 
67-103m
 
 
 
 
 
 
 
 
 
79-115m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Rosanna Burcheri

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
Rosanna Burcheri 19.1 15.6 15.0 4.5 12.4 30.6 1.6 23.2 0.7 28.5
Peer Group Composite -4.0 22.6 3.2 2.0 11.0 32.2 -2.8 14.0 4.2 26.5
Over / Under 23.1 -7.0 11.8 2.5 1.4 -1.6 4.4 9.2 -3.5 2.0
Performance vs peer group composite: Rosanna Burcheri
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
7 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
3 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
5 years
out of a possible 8
 
Falling markets
UpDown
Outperformed peer group composite
2 years
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
Fidelity America Lead manager FO Equity - USA since Sep 01 2021 to present
Fidelity American Special Situations Lead manager UT North America since Sep 01 2021 to present
Funds managed previously
Fund Periods
Artemis Global Select since Oct 01 2011 to Apr 30 2021
Mid Wynd International Investment Trust PLC since May 01 2014 to Apr 30 2021
LF European since Jan 01 2000 to May 31 2004
MGTS Sentinel Growth since Apr 10 2018 to May 28 2021
M&G European Sustain Paris Aligned since Sep 30 2001 to Sep 30 2003
Artemis (Lux) - Global Select since Nov 19 2019 to Apr 30 2021
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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