Jonathan Blake | Fund manager factsheet | Baring Intl Fund Mgr (Ire) Ltd

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FE Trustnet Fund managers

Manager factsheet

Jonathan Blake
Baring Intl Fund Mgr (Ire) Ltd, Baring Asset Management
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	FE Trustnet verdict Overall, performing worse than the peer group composite. Nevertheless, over a fairly lengthy track record, the manager has outperformed the peer group more often than not. Stockpicking has not really benefited results, which have tended to be similar in rising and falling markets.

Manager profile

Jonathan is lead Manager on the Global Resource Fund & Head of the Global Energy & Materials sector team. Jonathan's focus is research and stock selection within the resources asset class as well as Emerging Europe, the Middle East and Africa (EMEA) region, with specific focus on South Africa. He joined the EMEA Team and assumed country and company research responsibilities in 2000 after gaining experience as an Investment Analyst supporting the Global Emerging Markets Policy Group. Jonathan joined Baring Asset Management in 1985 and became a member of the Global Emerging Markets Equity Team in 1996. Previously he was an Analyst on the Performance Team.

FOLLOW ON FUNDSWIRE

Annualised total return over 6.9 years

+1.7%

Cumulative performance (% growth)

	1 year	3 years	5 years	7 years	10 years
Jonathan Blake	-1.5	-6.7	-31.0	-	-
Peer Group Composite	-6.8	-10.3	-10.6	-	-
Over / Under	5.3	3.6	-20.4	-	-

Total return for Jonathan Blake

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 : Jonathan Blake

Discrete performance

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

Jonathan Blake	-1.5	-15.0	11.5	37.1	-46.1	39.4	16.6	-	-	-
Peer Group Composite	-6.8	-16.4	15.1	28.2	-22.2	23.9	7.2	-	-	-
Over / Under	5.3	1.4	-3.6	8.9	-23.9	15.5	9.4	-	-	-

Performance vs peer group composite: Jonathan Blake

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

5 years

out of a possible 7

Overall markets

Underperformed peer group composite

2 years

out of a possible 7

Rising markets

Outperformed peer group composite

3 years

out of a possible 4

Falling markets

Outperformed peer group composite

2 years

out of a possible 3

Funds currently managed

Fund	Sole/Co-managed	Sector	Periods

Baring Global Resources	Lead manager	FO Commodity & Energy	since Jul 01 2006 to present
Baring Global Agriculture	Lead manager	UT Specialist	since Jan 15 2009 to present

Funds managed previously

Fund	Periods

No previously managed funds

News & Research: Related articles

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