Ian Butler

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Fund Performance

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Manager factsheet

Ian Butler
JPMorgan Asset Mgmt (Europe) S
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Manager profile

Ian Butler, executive director, is a portfolio manager in the J.P. Morgan Asset Management International Equity Group – Behavioural Finance Team, based in London. An employee since 2005, Ian sits within the Style portfolios sub-team, contributing to all investment strategies run on the sub-team, but with a particular focus on value and income mandates. He graduated at the University of Bath and holds a BSc degree in Business Administration. Ian is a holder of the Investment Management Certificate and is a CFA charterholder.

FOLLOW ON FUNDSWIRE

Annualised total return over 14.7 years

+6.7%

Cumulative performance (% growth)

	1 year	3 years	5 years	7 years	10 years
Ian Butler	12.5	22.9	29.6	28.5	71.4
Peer Group Composite	14.1	13.0	33.9	40.9	83.8
Over / Under	-1.6	9.9	-4.3	-12.4	-12.4

Total return for Ian Butler

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 : Ian Butler

Discrete performance

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

Ian Butler	12.5	3.6	5.5	19.3	-11.3	7.1	-7.4	16.3	10.3	4.7
Peer Group Composite	14.1	3.9	-4.7	17.5	1.6	11.2	-5.4	17.4	7.4	3.8
Over / Under	-1.6	-0.3	10.2	1.8	-12.9	-4.1	-2.0	-1.1	2.9	0.9

Performance vs peer group composite: Ian Butler

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 10

Overall markets

Underperformed peer group composite

6 years

out of a possible 10

Rising markets

Outperformed peer group composite

3 years

out of a possible 8

Falling markets

Outperformed peer group composite

1 year

out of a possible 2

Funds currently managed

Fund	Sole/Co-managed	Sector	Periods

JPM Europe Strategic Value	Co-managed	IA Europe Including UK	since Jan 01 2014 to present
JPM Global Value	Co-managed	FO Equity - International	since Jun 03 2021 to present

Funds managed previously

Fund	Periods

JPM JPM UK Equity Value	since May 01 2010 to fund close
JPM Europe Strategic Dividend	since Jan 31 2017 to Oct 31 2023
JPM UK Equity Growth	since May 01 2010 to Dec 30 2016
JPM UK Equity	since Oct 01 2010 to fund close
JPM UK Equity	since Dec 01 2010 to Aug 30 2013