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You are here: Manager factsheet

Simon Blundell
BlackRock Invest Mgrs UK Ltd, BlackRock
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Manager profile
Simon Blundell, Managing Director, is Head of the Fundamental Sterling team within BlackRock's Global Fixed Income (GFI) Group. Prior to joining BlackRock in 2011, Simon was Head of Institutional Credit Portfolio Management at Aviva Investors where he oversaw 9 billion in assets across Euro, Sterling, and Global credit and aggregate products. Prior to joining Aviva in 2009, Simon spent 10 years at ABN AMRO Asset Management (later acquired by Fortis Investments where he stayed on for a year), most recently as Head of Credit. He previously held positions at HSBC Asset Management and Morgan Grenfell Asset Management. He began his investment career in 1994.
Total return for Simon Blundell
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
 
 
 
 
 
61-97m
 
 
 
 
 
 
 
 
 
73-109m
 
 
 
 
 
 
 
 
 
85-121m
 
 
 
 
 
 
 
 
 
97-133m
 
 
 
 
 
 
 
 
 
109-145m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Simon Blundell

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
Simon Blundell 5.7 0.3 -15.0 -1.6 7.7 13.1 -1.7 5.3 9.9 3.0
Peer Group Composite 7.5 2.7 -10.8 1.1 6.1 10.1 -1.3 4.8 8.6 1.8
Over / Under -1.8 -2.4 -4.2 -2.7 1.6 3.0 -0.4 0.5 1.3 1.2
Performance vs peer group composite: Simon Blundell
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
5 years
out of a possible 8
 
Falling markets
UpDown
Outperformed peer group composite
0 years
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
Blackrock Institutional Bond All Stocks Corporate Lead manager IA Sterling Corporate Bond since Sep 05 2011 to present
BlackRock Sustainable Sterling Strategic Bond Co-managed IA Sterling Strategic Bond since May 17 2016 to present
Blackrock Institutional Bond Over 10 Year Corporate Lead manager IA Sterling Corporate Bond since Jul 01 2016 to present
BlackRock Charities UK Bond Lead manager IA Sterling Strategic Bond since Dec 05 2019 to present
BlackRock Absolute Return Bond Co-managed IA Targeted Absolute Return since Jan 08 2020 to present
Funds managed previously
Fund Periods
iShares Index Linked Gilt Index (UK) since Jun 29 2012 to Sep 04 2020
BlackRock SF Global Absolute Return Bond since Jan 08 2020 to fund close
BlackRock Corporate Bond since Oct 06 2011 to Jun 01 2015
Aviva Investors European Corporate Bond since Dec 01 2009 to Jun 30 2011
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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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