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You are here: Manager factsheet
Steve Davies
Jupiter Unit Trust Mgrs Ltd
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FE Trustnet verdict
Overall, performing better than the peer group composite. 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 not been particularly exposed to falling markets.
Manager profile
Steve Davies joined Jupiter in 2007. He currently manages the Jupiter Undervalued Assets Fund (Unit Trust) and is co-manager for the Jupiter UK Growth Fund (Unit Trust). Prior to joining Jupiter, Steve was head of the retail research team at Numis Securities. Steve also worked as a Retail Analyst and Senior Retail Analyst, respectively, for Retail Intelligence before moving to PricewaterhouseCoopers where he was appointed Assistant Director of the Retail and Branded Goods team. Steve gained a degree in PPE from Oxford University.
Total return for Steve Davies
 
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 : Steve Davies

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
Steve Davies 44.6 -8.5 18.5 22.9 - - - - - -
Peer Group Composite 32.6 -8.6 20.4 21.1 - - - - - -
Over / Under 12.0 0.1 -1.9 1.8 - - - - - -
Performance vs peer group composite: Steve Davies
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
3 years
out of a possible 4
 
Overall markets
Up
Underperformed peer group composite
1 year
out of a possible 4
 
Rising markets
UpDown
Outperformed peer group composite
2 years
out of a possible 3
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 1
Funds currently managed
Fund Sole/Co-managed Sector Periods
Jupiter Undervalued Assets Lead manager UT UK All Companies since Jan 30 2012 to present
Jupiter UK Growth Co-managed UT UK All Companies since Jan 01 2013 to present
Funds managed previously
Fund Periods
Jupiter UK Growth since Apr 01 2009 to Dec 31 2012
 
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