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You are here: Manager factsheet

Matt Jones

Fidelity International (FIL In, Fidelity International (FIL In
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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, period by period, consistently managed to outperform the peer group. Poor stockpicking has had a material downward effect on results, which have not been particularly exposed to falling markets.
Manager profile
Matt Jones has over 18 years’ investment experience specialising in quantitative analysis and portfolio management. He has been responsible for the day-to-day management of a range of Fidelity’s research-driven equity strategies since 2011, initially in the role of Quantitative Portfolio Assistant and subsequently, since July 2011, as Portfolio Manager. Matt joined Fidelity in 2005 and worked as a Quantitative Analyst/Senior Quantitative Analyst and also in the role of a Senior Research Analyst, which provided additional perspective on working with fundamentals-based research analysts. Previously, Matt worked at JPMorgan as a quantitative analyst in JP Morgan’s quant team rated Number 1 in Asia, where his work included the analysis and back testing of fundamental bottom-up research analysts’ stock recommendation scores. Prior to that, he also worked for 5 years at Bankers Trust, a global bottom-up fundamental research-driven asset manager, in the fundamental international equity team. Matt has a Masters degree in Applied Finance, a Bachelor of Commerce in Economics and Business Law and a Postgraduate Diploma in Accounting.
Total return for Matt Jones
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 : Matt Jones

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
Matt Jones 27.8 -3.9 8.8 8.8 - - - - - -
Peer Group Composite 26.9 -4.1 8.5 8.5 - - - - - -
Over / Under 0.9 0.2 0.3 0.3 - - - - - -
Performance vs peer group composite: Matt Jones
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
4 years
out of a possible 4
 
Overall markets
Up
Underperformed peer group composite
0 years
out of a possible 4
 
Rising markets
UpDown
Outperformed peer group composite
3 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
Fidelity Index UK Lead manager UT UK All Companies since Oct 01 2013 to present
FF FIRST All Country World Co-managed FO Equity - International since Dec 04 2014 to present
FF FIRST Developed World Co-managed FO Equity - International since Dec 04 2014 to present
Fidelity Global Opportunities Co-managed FO Equity - International since Nov 16 2015 to present
Fidelity European Value Co-managed FO Equity - Europe inc UK since Dec 01 2016 to present
Funds managed previously
Fund Periods
Bedlam UK since Oct 01 2004 to May 31 2007
Bedlam Japan since Nov 01 2004 to May 31 2007
Bedlam Global Income since May 17 2006 to May 31 2007
Data provided by FE. Care has been taken to ensure that the information is correct, but FE 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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