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You are here: Manager factsheet

Robert Siddles

Jupiter Asset Management Ltd, Jupiter Unit Trust Mgrs Ltd
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FE Trustnet verdict
Overall, performing better than the peer group composite. However, over a long track record, the manager has, period by period, over- and under-performed roughly equally. Stockpicking has made a contribution to results, which have tended to be relatively better in a falling market.
Manager profile
Robert joined Jupiter’s US Equities team in 2014. Prior to this he worked at F&C Management for more than 10 years where he managed over £500m in assets including the F&C US Smaller Companies Investment Trust and the F&C US Smaller Companies Fund. Robert also worked for Gartmore Investment Management between 1992 and 2000, spending five years as Head of US Equities. He gained an MA degree in Chemistry from Oxford University.
Total return for Robert Siddles
 
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 : Robert Siddles

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
Robert Siddles 2.9 32.4 2.5 23.1 31.1 5.5 -19.0 4.1 8.0 21.6
Peer Group Composite 14.5 29.0 -1.2 19.3 32.9 -10.4 -16.7 8.9 12.1 14.1
Over / Under -11.6 3.4 3.7 3.8 -1.8 15.9 -2.3 -4.8 -4.1 7.5
Performance vs peer group composite: Robert Siddles
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
5 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
5 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
3 years
out of a possible 7
 
Falling markets
UpDown
Outperformed peer group composite
2 years
out of a possible 3
Funds currently managed
Fund Sole/Co-managed Sector Periods
Jupiter US Smaller Companies PLC Ord 25P Lead manager IT North American Smaller Companies since Jan 01 2001 to present
Jupiter US Small and MidCap Companies Lead manager UT North American Smaller Companies since May 12 2014 to present
Funds managed previously
Fund Periods
F&C US Smaller Companies since Jan 01 2001 to Oct 20 2013
F&C US Smaller Companies since Aug 23 2007 to Sep 30 2013
 
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