Chris Morrison

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Fund Performance

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Manager factsheet

Chris Morrison
Jupiter Unit Trust Mgrs Ltd
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Manager profile

Chris Morrison is an investment manager in the UK Equity Income team. Prior to joining Jupiter in January 2024, Chris was a fund manager at GAM since 2011. Between 2011 and 2017 he worked with Andrew Green managing the global and UK equity funds. In 2017, he launched a UK equity income strategy with Adrian Gosden. Between 2005 and 2011, Chris worked at Bank of Tokyo Mitsubishi UFJ Asset Management where he managed European equity portfolios. Chris studied Economics and Mathematics at University of Bristol.

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Annualised total return over 7.1 years

+4.3%

Cumulative performance (% growth)

	1 year	3 years	5 years	7 years	10 years
Chris Morrison	20.2	15.7	35.8	35.1	-
Peer Group Composite	17.2	15.4	26.5	28.3	-
Over / Under	3.0	0.3	9.3	6.8	-

Total return for Chris Morrison

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

60-96m

72-108m

84-120m

36-72m

48-84m

Discrete calendar year performance : Chris Morrison

Discrete performance

	0-12m	12-24m	24-36m	36-48m	48-60m	60-72m	72-84m	84-96m	96-108m	108-120m

Chris Morrison	20.2	-1.3	-3.3	54.5	-24.3	0.4	-0.9	-	-	-
Peer Group Composite	17.2	4.6	-6.1	36.3	-20.2	5.3	-3.6	-	-	-
Over / Under	3.0	-5.9	2.8	18.2	-4.1	-4.9	2.7	-	-	-

Performance vs peer group composite: Chris Morrison

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

Outperformed peer group composite

4 years

out of a possible 7

Overall markets

Underperformed peer group composite

3 years

out of a possible 7

Rising markets

Outperformed peer group composite

2 years

out of a possible 4

Falling markets

Outperformed peer group composite

2 years

out of a possible 3

Funds currently managed

Fund	Sole/Co-managed	Sector	Periods

Jupiter UK Multi Cap Income	Co-managed	IA UK Equity Income	since Oct 27 2017 to present
Jupiter UK Income	Co-managed	IA UK Equity Income	since Apr 02 2024 to present