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You are here: Manager factsheet

Miles Geldard

Jupiter Asset Management, Jupiter Unit Trust Mgrs Ltd, Jupiter Asset Management Ltd
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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. Stockpicking has made a contribution to results, which have not been particularly exposed to falling markets.
Manager profile
Profile summary: •Specialises in global convertibles and multi-asset strategies •Joined Jupiter in 2010 •Has 30 years' experience Miles is Head of the Fixed Interest/ Multi-Asset Team and joint fund manager with Lee Manzi on the Jupiter Global Convertibles SICAV, the Jupiter Strategic Total Return SICAV and the Jupiter Strategic Reserve Fund (Unit Trust). Before joining Jupiter, Miles was the founder and Head of the Multi-Asset and Convertibles teams at RWC Partners, and head of the Global Multi-Asset Group and Global Strategy teams at JPMorgan Asset Management. He has also been a fund manager at Jardine Fleming (part of JPMorgan) and an adviser on reserve management at the Central Bank of Botswana. Miles has a degree in Oriental Studies from Oxford University and is a CFA charterholder.
Total return for Miles Geldard
 
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 : Miles Geldard

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
Miles Geldard 1.2 11.4 -7.8 1.2 - 18.6 12.0 4.1 6.8 -
Peer Group Composite 2.4 9.9 -2.8 0.0 - 9.6 6.0 3.0 6.3 -
Over / Under -1.2 1.5 -5.0 1.2 - 9.0 6.0 1.1 0.5 -
Performance vs peer group composite: Miles Geldard
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
Up
Outperformed peer group composite
6 years
out of a possible 8
 
Overall markets
Up
Underperformed peer group composite
2 years
out of a possible 8
 
Rising markets
UpDown
Outperformed peer group composite
5 years
out of a possible 6
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
Jupiter Global Convertibles Co-managed FO Convertible since Oct 01 2010 to present
Jupiter Strategic Total Return Co-managed FO Absolute Return since Oct 01 2010 to present
Jupiter Strategic Reserve Co-managed UT Targeted Absolute Return since Apr 24 2012 to present
Jupiter Second Split Lead manager IT Hedge Funds since Nov 01 2013 to present
Funds managed previously
Fund Periods
JPM Global Convertibles EUR since May 04 2001 to Mar 31 2006
RWC Global Convertibles since Feb 01 2007 to Nov 30 2009
JPM Inv Global Capital Appreciation since Sep 01 2005 to May 31 2006
 
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