Your Basket
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  
Close Basket Open basket

Login

Login

Register

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
Customise this table
 
Search

Jupiter tops Trustnet league of alpha managers

Jupiter tops the rankings of fund management groups with the most individual managers on Trustnet's new alpha manager rating service.

By Fund Strategy
Monday March 23, 2009

The service, launched last week, lists the top 100 managers by long-term performance.

Jupiter has nine managers on the list, followed by Fidelity and Newton, both of which have six “alpha managers”. Threadneedle, M&G and Schroders each have five.

The ratings service is a quantitative-based tool that looks at a manager’s performance through all market conditions.

It covers risk-adjusted alpha, consistency of performance against a benchmark and consistency of a ­manager’s performance in rising and falling markets.

The data goes back to 2000 and managers must have a track record of at least three years to qualify. An enhanced alpha percentile is given to managers with longer track records and a lesser weighting is given where funds have been jointly managed.

The ratings will be rebalanced only once a year, with the view any manager can have a poor month or bad quarter.

Among those making the grade at Jupiter are Tony Nutt and Philip Gibbs. Other notables include Derek Stuart (Artemis), Chris Rice (Cazenove), Neil Woodford (Invesco Perpetual), Andy Brough (Schroders) and Harry Nimmo (Standard Life).

Sanjeev Shah, who has managed the Fidelity Special Situations fund for more than a year, has also made the list. A notable exception, however, is Tim Steer, who joins Artemis from New Star in June this year.

Adrian Frost (Artemis Income) also did not make the list, nor did Mark ­Lyttleton, manager of the BlackRock UK Absolute Alpha fund.

to read more from Fund Strategy click here

 
Add your comment
Step 1: Tell us what you think...
 

Step 2: Prove you're not a robot...
You don't have to do this every time you submit a comment.

Login or register free and you won't see it again.
Enter the words above:
Step 3: Submit your comment...
Submit
 
Be the first to comment on this News Article.

 

Follow FE Trustnet

Video Headlines

More Videos

 
Poll

What proportion of your ISA is made up of direct stock positions?

0 to 5 per cent

5 to 10 per cent

10 to 20 per cent

More than 20 per cent

Vote

 
 
  • Stay connected with FE trustnet
  • Authorised and Regulated by the
    Financial Conduct Authority
  • © Trustnet Limited . All Rights Reserved.
  • 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