Algy Smith-Maxwell | Fund manager factsheet | Jupiter Unit Trust Mgrs Ltd

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FE Trustnet Fund managers

Manager factsheet

Algy Smith-Maxwell
Jupiter Unit Trust Mgrs Ltd, Jupiter Asset Management
Manager factsheet pdf RSS Feed


	FE Trustnet verdict Overall, performing better than the peer group composite. Over a long track record, the manager has outperformed the peer group more often than not. Good stockpicking has had a material positive impact on results, which have tended to be similar in rising and falling markets.

Manager profile

Algy Smith-Maxwell joined Jupiter in 2001. As a fund manager in the Jupiter Independent Funds Team, Algy jointly runs the Jupiter Merlin Portfolios with John Chatfeild-Roberts and Peter Lawery. Algy has extensive experience specialising in multi-manager funds. He started his career in 1995 as a fund analyst for Henderson's before becoming a fund manager for Lazard Asset Management in 1999.

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Algy Smith-Maxwell is a FE Trustnet FE Alpha Manager who has maintained a consistently high alpha score over a proven track record in rising and falling markets.

Annualised total return over 13.4 years

+6.3%

Cumulative performance (% growth)

	1 year	3 years	5 years	7 years	10 years
Algy Smith-Maxwell	14.7	23.0	42.7	45.6	177.4
Peer Group Composite	13.1	17.2	22.4	26.8	105.8
Over / Under	1.6	5.8	20.3	18.8	71.6

Total return for Algy Smith-Maxwell

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

0-36m

12-48m

24-60m

36-72m

48-84m

Discrete calendar year performance : Algy Smith-Maxwell

Discrete performance

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

Algy Smith-Maxwell	14.7	-0.1	7.1	29.7	-10.6	-3.5	5.7	35.4	11.3	26.4
Peer Group Composite	13.1	-3.5	7.3	26.3	-17.3	-2.5	6.3	28.5	6.0	19.1
Over / Under	1.6	3.4	-0.2	3.4	6.7	-1.0	-0.6	6.9	5.3	7.3

Performance vs peer group composite: Algy Smith-Maxwell

How a manager matches up against his peers gives you some idea of how talented he is. 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

7 years

out of a possible 10

Overall markets

Underperformed peer group composite

3 years

out of a possible 10

Rising markets

Outperformed peer group composite

5 years

out of a possible 7

Falling markets

Outperformed peer group composite

2 years

out of a possible 3

Funds currently managed

Fund	Sole/Co-managed	Sector	Periods

Jupiter Merlin Growth Portfolio	Co-managed	UT Flexible Investment	since Sep 30 1999 to present
Jupiter Merlin Income	Co-managed	UT Mixed Investment 20%-60% Shares	since Sep 30 1999 to present
Jupiter Merlin Worldwide Portfolio	Co-managed	UT Global	since Sep 30 1999 to present
Jupiter Merlin Balanced	Co-managed	UT Mixed Investment 40%-85% Shares	since Oct 01 2002 to present
Jupiter Merlin International Balanced	Co-managed	FO Mixed Asset - Flexible	since Sep 05 2008 to present
Jupiter Merlin International Equities	Co-managed	FO Equity - International	since Sep 05 2008 to present
Jupiter Merlin Conservative Portfolio	Co-managed	UT Mixed Investment 0%-35% Shares	since Sep 28 2012 to present

Funds managed previously

Fund	Periods

No previously managed funds

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