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Six managers ascend to FE fundinfo’s Alpha Manager ‘Hall of Fame’

18 April 2024

Jupiter Asset Management has the most Hall of Fame members, with five of its fund managers holding an Alpha Manager rating for at least seven years.

By Emma Wallis,

News editor, Trustnet

Six active managers have joined FE fundinfo’s Alpha Manager ‘Hall of Fame’ for the first time today, meaning they have earned an Alpha Manager rating for seven consecutive years or more.

The six new entrants are: David Walton, who runs IFSL Marlborough European Special Situations; Claudia Calich of M&G Emerging Markets Bond; Yunyoung Lee at the helm of Janus Henderson Horizon Japanese Smaller Companies; Aziz Hamzaogullari of TM Natixis Loomis Sayles US Equity Leaders; Kristian Heugh, who runs Morgan Stanley Investment Management’s MS INVF Global Opportunity fund, among others; and Polina Kurdyavko, who manages several emerging market debt funds for RBC BlueBay Asset Management.

The Hall of Fame includes 46 managers, seven of whom have been members consistently ever since they joined the group: Richard Woolnough from M&G Investments, John Chatfeild-Roberts and Daniel Nickols from Jupiter Asset Management, David Dudding from Columbia Threadneedle Investments, Martin Lau from FSSA Investment Managers, Mark Slater from Slater Investments and Leigh Himsworth from Fidelity International.

Jupiter has the most managers – five – in the Hall of Fame, followed by Fidelity with four, and three managers each from Schroders, Morgan Stanley and Janus Henderson.

Charles Younes, deputy chief investment officer, FE fundinfo, said: “Those in the Hall of Fame have risen above the market volatility of recent decades, delivering above-average returns during unprecedented circumstances such as multiple economic crashes, a global pandemic and a host of geopolitical conflicts.”

FE fundinfo’s Alpha Manager ratings recognise the top 10% of managers running funds for UK retail and wholesale investors, based on investment performance during their entire careers. The ratings assess managers’ risk-adjusted alpha, consistency of outperformance versus their benchmark and outperformance in both up and down markets. Managers with longer track records of outperformance are accorded extra weighting in the rankings to recognise the benefits of experience.

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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.