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You are here: Manager factsheet

Jason Borbora-Sheen
Ninety One Fund Managers UK Li, Ninety One Luxembourg S.A.
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Manager profile
Jason is a portfolio manager in the Multi-Asset team at Ninety One. He is co-portfolio manager of the Multi-Asset Income strategies and his research responsibilities include equities. He joined the firm in 2015 to work on the income strategy as an analyst with responsibility for its equity exposure. Prior to this he worked for Pan Asset Capital Management as an assistant fund manager on multi-asset portfolios. Previously, Jason worked for BlackRock as an analyst. Jason studied Law at Oxford University. He holds an Investment Management Certificate and is a CFA charterholder.
Total return for Jason Borbora-Sheen
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
 
 
 
 
 
61-97m
 
 
 
 
 
 
 
 
 
12-48m
 
 
 
 
 
 
 
 
 
24-60m
 
 
 
 
 
 
 
 
 
36-72m
 
 
 
 
 
 
 
 
 
48-84m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Jason Borbora-Sheen

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
Jason Borbora-Sheen 7.1 0.0 -3.0 2.5 3.1 2.8 - - - -
Peer Group Composite 9.4 1.3 -7.1 5.1 4.8 5.8 - - - -
Over / Under -2.3 -1.3 4.1 -2.6 -1.7 -3.0 - - - -
Performance vs peer group composite: Jason Borbora-Sheen
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 6
 
Overall markets
Up
Underperformed peer group composite
5 years
out of a possible 6
 
Rising markets
UpDown
Outperformed peer group composite
0 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
Ninety One Diversified Income Co-managed IA Mixed Investment 0-35% Shares since Feb 28 2019 to present
Ninety One Global Managed Income Co-managed FO Mixed Asset - Cautious since Feb 28 2019 to present
Ninety One Global Income Opportunities Co-managed IA Mixed Investment 20-60% Shares since May 11 2020 to present
Funds managed previously
Fund Periods
NFM Vitality Multi-Asset Income since Feb 28 2019 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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