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You are here: Manager factsheet

Simon Gergel

Allianz Global Invtrs GmbH(UK)
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Manager profile
Simon is Chief Investment Officer, UK Equities and is head of the Value & Income Investment Style Team. He manages The Merchants Trust plc and the Allianz UK Listed Equity Income Fund. He joined AllianzGI in April 2006 from HSBC Halbis Partners, where he was Head of Institutional UK Equities. At HSBC Simon was the portfolio manager of the HSBC Income Funds, with assets under management of £950 million. He also managed a number of segregated institutional accounts. Prior to HSBC, Simon was an Executive Director at Phillips & Drew Fund Management Ltd (a subsidiary of UBS), where he spent 14 years as a portfolio manager with responsibility for £1 billion of segregated pension fund assets and also with direct responsibility for £500 million of UK equity assets. Simon graduated from Cambridge University in 1987 with an MA (Hons) Cantab in Mathematics. He is an Associate of the CFA Society of the UK.
Total return for Simon Gergel
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
Discrete calendar year performance : Simon Gergel

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 Gergel 7.2 3.7 16.8 38.3 -15.9 0.9 11.3 20.2 -9.9 2.7
Peer Group Composite 7.5 0.3 4.8 34.4 -17.3 1.3 5.9 17.3 -3.1 6.1
Over / Under -0.3 3.4 12.0 3.9 1.4 -0.4 5.4 2.9 -6.8 -3.4
Performance vs peer group composite: Simon Gergel
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
6 years
out of a possible 10
Overall markets
Underperformed peer group composite
4 years
out of a possible 10
Rising markets
Outperformed peer group composite
5 years
out of a possible 8
Falling markets
Outperformed peer group composite
1 year
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
Merchants Trust PLC Lead manager IT UK Equity Income since Apr 01 2006 to present
Allianz UK Listed Equity Income Co-managed IA UK Equity Income since May 01 2006 to present
Allianz UK Listed Opportunities Co-managed (deputy) IA UK All Companies since Sep 01 2022 to present
Brunner Investment Trust PLC Co-managed (deputy) IT Global since Sep 01 2022 to present
Funds managed previously
Fund Periods
Allianz UK Listed Opportunities since Jun 23 2016 to May 31 2020
HSBC Income since Sep 09 2002 to Jan 31 2006
HSBC Monthly Income since Sep 09 2002 to Jan 31 2006
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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