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You are here: Manager factsheet

Stephen Payne

Janus Henderson Global Investo
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Manager profile
Stephen Payne is a Portfolio Manager on the Global Equity Income Team at Janus Henderson Investors, a position he has held since joining Henderson in 2016. He is responsible for co-managing the Cautious Managed strategy. Prior to Henderson, Stephen was with Santander Asset Management, where he managed the firm’s enhanced, dividend, and equity income funds from 2007. Before that, he worked for Blue Oar Securities as a sell-side analyst specialising in UK high-yield equities. Earlier, he was with Teachers Investment Management, where he managed the UK mid- and small-cap equity funds and the Sovereign Income Unit Trust. He also worked at Framlington Investments and Hill Samuel Asset Management managing their UK Equity Income fund ranges. He started his career at Abbey Life. Stephen has a BSc degree (Hons) in economics from the University of Southampton. He is an associate of the CFA Society of the UK, having completed the associate examination and subsequently having been granted the ASIP designation. He has 25 years of financial industry experience.
Total return for Stephen Payne
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
 
 
 
 
 
53-89m
 
 
 
 
 
 
 
 
 
65-101m
 
 
 
 
 
 
 
 
 
77-113m
 
 
 
 
 
 
 
 
 
89-125m
 
 
 
 
 
 
 
 
 
101-137m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Stephen Payne

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
Stephen Payne 3.9 -2.9 3.5 20.1 -10.3 2.5 -0.7 6.1 0.7 9.6
Peer Group Composite 7.8 -4.8 3.3 19.9 -7.1 2.8 0.8 4.6 -1.2 6.5
Over / Under -3.9 1.9 0.2 0.2 -3.2 -0.3 -1.5 1.5 1.9 3.1
Performance vs peer group composite: Stephen Payne
How a manager matches up against their peers gives you some idea of how talented they are. 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
6 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
4 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
4 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
Janus Henderson Cautious Managed Co-managed UT Mixed Investment 20-60% Shares since Aug 01 2016 to present
Funds managed previously
Fund Periods
Santander Enhanced Income Portfolio since Apr 01 2009 to Apr 28 2016
Santander Equity Income Unit Trust since Mar 22 2012 to Apr 28 2016
Santander Dividend Income Portfolio since Mar 22 2012 to Apr 28 2016
Sovereign Income RIP since Aug 01 2003 to Apr 30 2005
AXA Framlington Monthly Income since Jan 01 2001 to Aug 31 2002
Santander Max 30% Shares Income Portfolio since Nov 03 2014 to May 30 2016
AXA Framlington Equity Income since Jan 01 2001 to Jul 01 2001
Data provided by FE fundinfo. Care has been taken to ensure that the information is correct, but FE fundinfo neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.

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