Jeremy Gleeson | Fund manager factsheet | AXA IM UK

Professional Investor Edition

Private Investor Edition

First time? Choose an Edition

Private Investor Edition

Professional Investor Edition

This site uses cookies. Some of the cookies are essential for parts of the site to operate and have already been set. You may delete and block all cookies from this site, but if you do, parts of the site may not work. To find out more about cookies on the website and how to delete cookies, see our Privacy and Cookie Policy.

I accept the FE Trustnet cookie policy

For more information Click here

Basket (0)

Your Basket

There are no funds in your basket. To add funds to your basket use the Green Plus Icon

wherever you see it next to a fund.

Fund name

Aberdeen American Growth
Fidelity American
Schroder UK Mid 250
M&G Recovery
Jupiter Merlin UK Growth

Open basket

Login

Remember Me

Password Reminder

Not Registered? Click Here

Register

* * * * * * I accept your terms of use Send me FE Trustnet bulletins

It's look like you're leaving us

What would you like us to do with the funds you've selected

Show me all my options Forget them Save them Remember my choice

Customise this table

Fund Performance

Help -My Selections

_ X

Portfolio:
This shows the number of portfolios you hold. Portfolios can be constructed from Unit Trusts & OEICs,IMA Unit Trusts & OEICs,Investment Trusts,Pension Funds,Life Funds,Offshore Funds,Exchange Traded Funds and cash. Holdings and acquisition costs can be recorded so that profits/losses can be calculated. These can be calculated in terms of a number of base currencies. Overall portfolio values, as well as portfolio constituents, can be made the subject of alerts.

Watchlist:
You have one watchlist, and this shows you the number of items currently stored in the watchlist. Items stored here do not have holdings records, so this list simply monitors the price of items held, which can also be subject to alerts

Funds Basket:
This is designed to be a temporary collection of items selected by you for further analysis in the tools section. Items can be subsequently transferred from the Basket to the Watchlist or Portfolio.

Poll

Do you think UK inflation will increase in the next 12 months?

	Yes, it will increase significantly
	Yes, it will increase slightly
	It will stay at around the same level
	No, I think inflation will fall

Vote

Toolset

You are here:

FE Trustnet Fund managers

Manager factsheet

Jeremy Gleeson
AXA IM UK
Manager factsheet pdf RSS Feed


	FE Trustnet verdict Overall, performing better than the peer group composite. However, over a long track record, the manager has underperformed the peer group more often than not. Stockpicking has made a contribution to results, which have tended to be relatively better in a rising market.

Manager profile

Jeremy joined AXA Investment Manager Ltd in July 2007 and is the lead fund manager of the AXA Framlington Global Technology and AXA World Funds Framlington Global Tech-nology funds. Previously, he was a senior portfolio manager at Close Investments (formerly Reabourne Technology), a subsidiary of Close Brothers Group PLC, from 2003 to 2007, having been a portfolio manager for the previous three years and an assistant portfolio manager from 1997 to 2000 with Reabourne Technology. During his time at Close Investments / Reabourne, Jeremy was the lead fund manager on several technology funds and won the FTSE techMARK Technology fund manager of the Year award in 2003 and 2005. Jeremy holds a BSc (Hons) in Mathematics (first class) and an MSc. in Systems Engineering from the University of Wales (1992-1996). He is also a CFA charterholder.

FOLLOW ON FUNDSWIRE

Annualised total return over 13.4 years

-1.4%

Cumulative performance (% growth)

	1 year	3 years	5 years	7 years	10 years
Jeremy Gleeson	-2.6	18.0	82.0	44.0	135.3
Peer Group Composite	7.7	28.5	75.4	67.5	145.9
Over / Under	-10.3	-10.5	6.6	-23.5	-10.6

Total return for Jeremy Gleeson

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 : Jeremy Gleeson

Discrete performance

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

Jeremy Gleeson	-2.6	3.2	17.4	56.2	-1.2	-10.6	-11.5	31.3	-15.9	48.0
Peer Group Composite	7.7	4.4	14.2	45.9	-6.4	-3.1	-1.3	31.5	-10.7	24.1
Over / Under	-10.3	-1.2	3.2	10.3	5.2	-7.5	-10.2	-0.2	-5.2	23.9

Performance vs peer group composite: Jeremy Gleeson

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

4 years

out of a possible 10

Overall markets

Underperformed peer group composite

6 years

out of a possible 10

Rising markets

Outperformed peer group composite

3 years

out of a possible 6

Falling markets

Outperformed peer group composite

1 year

out of a possible 4

Funds currently managed

Fund	Sole/Co-managed	Sector	Periods

AXA Framlington Global Technology	Lead manager	UT Technology & Telecoms	since Jul 01 2007 to present

Funds managed previously

Fund	Periods

Close Inv Technology	since Sep 25 1998 to fund close

News & Research: Related articles

Sector

Fund

Group

Manager

Nigel Thomas: How to benefit from the revolution in shale gas By Jenna Voigt 16-May-2013

How bond investors could lose cash in a recovery By Alex Paget 16-May-2013

Leaviss: Now is the time to buy index-linked bonds By Jenna Voigt 14-May-2013

The high-yielding sector you should avoid at all costs By Alex Paget 10-May-2013

Findlay Park American tops popularity list By Alex Paget 29-Apr-2013

What to do if there are no safe havens left By Thomas McMahon 28-Apr-2013

Five giant funds that have lived up to the hype By Joshua Ausden 23-Apr-2013

The managers who give you the best of both worlds By Jenna Voigt 17-Apr-2013

Five funds that buy the best of the best By Alex Paget 17-Apr-2013

Richard Plackett: My best ever investment By Alex Paget 10-Apr-2013

Hodges: Beware false Strategic Bond funds By Alex Paget 10-Apr-2013

For Equity investors
FE Investegate
For Professional investors
FE Research
FE Analytics
FE Data feeds
FE Fund listings
For International investors
FE Trustnet Hong Kong
FE Trustnet Offshore
FE Trustnet Middle East

Stay connected with FE trustnet
Authorised and Regulated by the
Financial Conduct Authority
Please read our Terms of Use / Disclaimer
and Privacy and Cookie Policy.
Data supplied in conjunction with Thomson Financial Limited,
London Stock Exchange Plc, StructuredRetailProducts.com
and ManorPark.com

What do you think about this toolbar?

Close permanently
Close for this session