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You are here: Manager factsheet

Charlie Thomas
EdenTree Investment Management
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Manager profile
Charlie joined EdenTree in June 2021 as CIO and has responsibility for the Investment Team. Charlie is also Co-Manager of the EdenTree Green Future Fund, launched in 2022 and has more than two decades of investment management experience to the firm, most recently, as Head of Strategy, Environment and Sustainability at Jupiter Asset Management where he also managed the Jupiter Ecology Fund for nearly two decades. Charlie holds a Masters in Environmental Technology from Imperial College London.
Total return for Charlie Thomas
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
 
 
 
 
 
53-89m
 
 
 
 
 
 
 
 
 
65-101m
 
 
 
 
 
 
 
 
 
77-113m
 
 
 
 
 
 
 
 
 
89-125m
 
 
 
 
 
 
 
 
 
101-137m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Charlie Thomas

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
Charlie Thomas - - - 45.2 -8.2 0.3 2.4 21.4 -5.5 7.9
Peer Group Composite - - - 38.6 -9.6 6.7 2.7 19.4 -3.5 6.9
Over / Under - - - 6.6 1.4 -6.4 -0.3 2.0 -2.0 1.0
Performance vs peer group composite: Charlie Thomas
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 7
 
Overall markets
Up
Underperformed peer group composite
3 years
out of a possible 7
 
Rising markets
UpDown
Outperformed peer group composite
3 years
out of a possible 5
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
EdenTree Green Future Lead manager IA Global since Jan 24 2022 to present
Funds managed previously
Fund Periods
JGF-Jupiter Global Ecology Growth since Sep 01 2003 to Jan 31 2021
Jupiter Ecology since Sep 01 2003 to Jan 31 2021
Jupiter Green Investment since Jun 07 2006 to Jan 31 2021
Jupiter Responsible Income since Jan 01 2016 to Jan 31 2021
JGF-Jupiter Global Ecology Diversified since Jun 29 2016 to Jan 31 2021
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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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