Jeff Keen

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Jeff Keen
Waverton Investment Management
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Manager profile

Jeff joined the company in June 2009 and is a Director and head of Fixed Income. He is a member of the Asset Allocation Committee and has previously led the firm’s macro research. Jeff is the lead manager of the Waverton Global Strategic Bond Fund and the Waverton Sterling Bond Fund. He is also lead manager of the Waverton Protection Strategy which was launched in April 2016. He joined Waverton from TriAlpha Investment Advisors where he was CIO and Chairman of the Asset Allocation committee as well as lead manager on their global bond mandates including the TriAlpha International Bond Fund. Prior to this he worked for Colonial Mutual (which became First State) managing funds across a range of asset classes before becoming Head of UK Equities. Jeff graduated from Bristol University with a degree in Mathematics with Statistics in 1984. He is a Chartered Member of the Chartered Institute for Securities & Investment (CISI).

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Jeff Keen is a Trustnet FE fundinfo Alpha Manager who has maintained a consistently high alpha score over a proven track record in rising and falling markets.

Annualised total return over 14.9 years

+3.2%

Cumulative performance (% growth)

	1 year	3 years	5 years	7 years	10 years
Jeff Keen	7.0	-4.6	6.6	15.3	35.9
Peer Group Composite	8.1	-10.1	-8.4	-1.5	16.6
Over / Under	-1.1	5.5	15.0	16.8	19.3

Total return for Jeff Keen

Discrete calendar year performance : Jeff Keen

Discrete performance

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

Jeff Keen	7.0	-0.9	-10.4	2.6	9.0	9.4	-1.1	2.6	14.6	0.9
Peer Group Composite	8.1	-0.9	-16.1	-1.9	3.8	7.6	-0.1	1.5	14.5	1.9
Over / Under	-1.1	0.0	5.7	4.5	5.2	1.8	-1.0	1.1	0.1	-1.0

Performance vs peer group composite: Jeff Keen

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

6 years

out of a possible 10

Overall markets

Underperformed peer group composite

4 years

out of a possible 10

Rising markets

Outperformed peer group composite

4 years

out of a possible 6

Falling markets

Outperformed peer group composite

2 years

out of a possible 4

Funds currently managed

Fund	Sole/Co-managed	Sector	Periods

Waverton Sterling Bond	Lead manager	IA Sterling Strategic Bond	since Jan 11 2010 to present
Waverton Global Strategic Bond	Co-managed	IA Global Mixed Bond	since Jan 11 2010 to present