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You are here: Manager factsheet

Ian Jensen-Humphreys
Quilter Investors Limited
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Manager profile
Ian is a portfolio manager for the Cirilium and Creation Portfolios. He joined Quilter Investors in March 2020 from Seven Investment Management (7IM), where he was most recently deputy chief investment officer. He joined 7IM in 2016 as a senior investment manager, focusing on derivatives and alternatives within multi-asset portfolios. He also co-managed the 7IM Real Return Fund during this period. Ian started his career at Goldman Sachs, where he spent 15 years specialising in risk management and portfolio hedging strategies, before joining Citigroup where he was responsible for identifying strategic investment solutions for UK pension funds. Ian is a CFA Charterholder and has a degree in Physics from Oxford University.
Total return for Ian Jensen-Humphreys
Manager career performance
Discrete calendar year performance : Ian Jensen-Humphreys

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
Ian Jensen-Humphreys 12.6 2.6 -4.9 9.0 11.7 - - - - -
Peer Group Composite 12.8 1.9 -6.7 9.3 12.1 - - - - -
Over / Under -0.2 0.7 1.8 -0.3 -0.4 - - - - -
Performance vs peer group composite: Ian Jensen-Humphreys
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
2 years
out of a possible 5
 
Overall markets
Up
Underperformed peer group composite
3 years
out of a possible 5
 
Rising markets
UpDown
Outperformed peer group composite
1 year
out of a possible 4
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 1
Funds currently managed
Fund Sole/Co-managed Sector Periods
Quilter Investors Cirilium Adventurous Blend Portfolio Co-managed IA Volatility Managed since Jun 01 2020 to present
Quilter Investors Cirilium Adventurous Passive Portfolio Co-managed IA Unclassified since Jun 01 2020 to present
Quilter Investors Cirilium Balanced Blend Portfolio Co-managed IA Volatility Managed since Jun 01 2020 to present
Quilter Investors Cirilium Conservative Blend Portfolio Co-managed IA Volatility Managed since Jun 01 2020 to present
Quilter Investors Cirilium Dynamic Blend Portfolio Co-managed IA Volatility Managed since Jun 01 2020 to present
Quilter Investors Cirilium Moderate Blend Portfolio Co-managed IA Volatility Managed since Jun 01 2020 to present
Quilter Investors Creation Adventurous Portfolio Co-managed IA Unclassified since Jul 01 2021 to present
Quilter Investors Creation Balanced Portfolio Co-managed IA Unclassified since Jul 01 2021 to present
Quilter Investors Creation Conservative Portfolio Co-managed IA Unclassified since Jul 01 2021 to present
Quilter Investors Creation Dynamic Portfolio Co-managed IA Unclassified since Jul 01 2021 to present
Quilter Investors Creation Moderate Portfolio Co-managed IA Unclassified since Jul 01 2021 to present
Quilter Investors Cirilium Balanced Passive Portfolio Co-managed IA Unclassified since Nov 14 2022 to present
Quilter Investors Cirilium Conservative Passive Portfolio Co-managed IA Unclassified since Nov 14 2022 to present
Quilter Investors Cirilium Dynamic Passive Portfolio Co-managed IA Unclassified since Nov 14 2022 to present
Quilter Investors Cirilium Moderate Passive Portfolio Co-managed IA Unclassified since Nov 14 2022 to present
Quilter Investors Cirilium Adventurous Portfolio Co-managed IA Flexible Investment since Dec 01 2022 to present
Quilter Investors Cirilium Balanced Portfolio Co-managed IA Mixed Investment 20-60% Shares since Dec 01 2022 to present
Quilter Investors Cirilium Conservative Portfolio Co-managed IA Mixed Investment 0-35% Shares since Dec 01 2022 to present
Quilter Investors Cirilium Dynamic Portfolio Co-managed IA Flexible Investment since Dec 01 2022 to present
Quilter Investors Cirilium Moderate Portfolio Co-managed IA Mixed Investment 40-85% Shares since Dec 01 2022 to present
Funds managed previously
Fund Periods
Quilter Investors Generation CPI+ 3 Portfolio since May 11 2020 to fund close
Quilter Investors Generation CPI+ 4 Portfolio since May 11 2020 to Sep 18 2020
Quilter Investors Generation CPI+ 5 Portfolio since May 11 2020 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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