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You are here: Manager factsheet

Chris Smith
Jupiter Unit Trust Mgrs Ltd, Omnis Investments Ltd
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Manager profile
Chris is an Investment Manager in the UK Growth Equities team. Before joining Jupiter, Chris worked as a portfolio manager in the equity opportunities team at Newton. He joined Newton in 2010 as a global research analyst and moved to the portfolio management team in 2016, becoming a UK equities portfolio manager in 2017 with lead responsibility for the UK opportunities strategy. Chris began his investment career in 2010. Chris has a BSc in business administration and is a CFA charterholder.
Total return for Chris Smith
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
 
 
 
 
 
62-98m
 
 
 
 
 
 
 
 
 
12-48m
 
 
 
 
 
 
 
 
 
24-60m
 
 
 
 
 
 
 
 
 
36-72m
 
 
 
 
 
 
 
 
 
48-84m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Chris Smith

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
Chris Smith 3.3 9.0 -6.9 17.5 -1.8 3.1 - - - -
Peer Group Composite 7.7 7.5 -8.5 17.2 5.9 6.8 - - - -
Over / Under -4.4 1.5 1.6 0.3 -7.7 -3.7 - - - -
Performance vs peer group composite: Chris Smith
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
3 years
out of a possible 6
 
Overall markets
Up
Underperformed peer group composite
3 years
out of a possible 6
 
Rising markets
UpDown
Outperformed peer group composite
2 years
out of a possible 5
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 1
Funds currently managed
Fund Sole/Co-managed Sector Periods
Jupiter UK Growth Lead manager IA UK All Companies since Jul 01 2020 to present
Omnis Income & Growth Lead manager IA Unclassified since Nov 04 2024 to present
Funds managed previously
Fund Periods
BNY Mellon Sustainable UK Opportunities since Jul 01 2019 to Feb 27 2020
BNY Mellon UK Equity since Jul 01 2019 to Feb 27 2020
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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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