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You are here: Manager factsheet

George Fox
Jupiter Asset Management, Jupiter Unit Trust Mgrs Ltd
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Manager profile
George joined Jupiter in November 2018 as an Analyst in the Jupiter Independent Funds team, which is responsible for managing the Jupiter Merlin portfolios. In June 2021, George was promoted to Assistant Investment Manager before being promoted to Investment Manager in July 2022. Before joining Jupiter, George graduated from the University of Bristol with a First Class Honours degree in History. George has been a CFA© charterholder since April 2022 and he also holds the CFA Certificate in ESG Investing.
Total return for George Fox
Manager career performance
Discrete calendar year performance : George Fox

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
George Fox 9.4 -1.7 0.1 - - - - - - -
Peer Group Composite 9.5 -2.4 0.9 - - - - - - -
Over / Under -0.1 0.7 -0.8 - - - - - - -
Performance vs peer group composite: George Fox
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
1 year
out of a possible 3
 
Overall markets
Up
Underperformed peer group composite
2 years
out of a possible 3
 
Rising markets
UpDown
Outperformed peer group composite
0 years
out of a possible 2
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 1
Funds currently managed
Fund Sole/Co-managed Sector Periods
JIF-Jupiter Managed European Portfolio Co-managed FO Equity - Europe inc UK since Jun 01 2021 to present
JIF-Jupiter Merlin International Balanced Portfolio Co-managed FO Mixed Asset - Flexible since Jun 01 2021 to present
JIF-Jupiter Merlin International Equities Portfolio Co-managed FO Equity - International since Jun 01 2021 to present
Jupiter Merlin Balanced Portfolio Co-managed IA Mixed Investment 40-85% Shares since Jun 01 2021 to present
Jupiter Merlin Conservative Select Co-managed IA Mixed Investment 0-35% Shares since Jun 01 2021 to present
Jupiter Merlin Growth Portfolio Co-managed IA Flexible Investment since Jun 01 2021 to present
Jupiter Merlin Income Portfolio Co-managed IA Mixed Investment 20-60% Shares since Jun 01 2021 to present
Jupiter Merlin Worldwide Portfolio Co-managed IA Global since Jun 01 2021 to present
Jupiter Merlin Income and Growth Select Co-managed IA Mixed Investment 40-85% Shares since Nov 01 2022 to present
Jupiter Merlin Monthly Income Select Co-managed IA Mixed Investment 0-35% Shares since Nov 01 2022 to present
Jupiter Merlin Moderate Select Co-managed IA Mixed Investment 20-60% Shares since Apr 25 2023 to present
Funds managed previously
Fund Periods
JIF-Jupiter Merlin Real Return Portfolio since Jun 01 2021 to fund close
Jupiter Merlin Real Return since Jun 01 2021 to fund close
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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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