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You are here: Manager factsheet

Alexandra Jackson
Rathbones Asset Management Lim
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Manager profile
Alexandra is the manager of the Rathbone UK Opportunities Fund (renamed from the Rathbone Recovery Fund on 23rd October 2017). She was appointed co-manager in June 2014 and named sole manager in August 2017. She was previously assistant fund manager on the Rathbone Global Opportunities Fund. She joined Rathbones in January 2007, having graduated from the University of Durham (University College) with a BA Hons in Economics. Alexandra also holds the Investment Management Certificate and is a CFA charter-holder.
Total return for Alexandra Jackson
Manager career performance
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
 
 
 
 
 
61-97m
 
 
 
 
 
 
 
 
 
73-109m
 
 
 
 
 
 
 
 
 
85-121m
 
 
 
 
 
 
 
 
 
97-133m
 
 
 
 
 
 
 
 
 
109-145m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Alexandra Jackson

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
Alexandra Jackson 15.2 0.3 -24.9 23.6 6.0 10.7 -11.1 18.2 5.0 13.2
Peer Group Composite 15.1 0.8 -3.4 17.1 -6.2 12.1 -3.8 15.0 6.6 4.0
Over / Under 0.1 -0.5 -21.5 6.5 12.2 -1.4 -7.3 3.2 -1.6 9.2
Performance vs peer group composite: Alexandra Jackson
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
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
4 years
out of a possible 7
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 3
Funds currently managed
Fund Sole/Co-managed Sector Periods
Rathbone UK Opportunities Fund Lead manager IA UK All Companies since Jun 10 2014 to present
Funds managed previously
Fund Periods
Rathbone Global Opportunities Fund since Sep 01 2008 to Jun 30 2014
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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.

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