Jeremy Gleeson

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Manager factsheet

Jeremy Gleeson
Allianz Global Investors GmbH
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Manager profile

Jeremy joined AXA Investment Managers in July 2007 and is the lead fund manager of the AXA Framlington Global Technology Fund. In 2017 he was named winner of the Tech Fund Manager of the Year Award at the UK Tech Awards. Previously he was named winner of the Investment Week Tech & Telecoms Fund Manager of the Year Award for 2011 and 2012. Previously, he was a senior portfolio manager at Close Investments (formerly Reabourne Technology), a subsidiary of Close Brothers Group PLC, from 2003 to 2007, having been a portfolio manager for the previous three years and an assistant portfolio manager from 1997 to 2000 with Reabourne Technology. During his time at Close Investments / Reabourne, Jeremy was the lead fund manager on several technology funds and won the FTSE techMARK Technology Fund Manager of the Year award in 2003 and 2005. Jeremy holds a BSc (Hons) in Mathematics (1st class) and an MSc. in Systems Engineering from Cardiff University (1992-1996). He is also a CFA charterholder.

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Annualised total return over 24.8 years

+6.3%

Cumulative performance (% growth)

	1 year	3 years	5 years	7 years	10 years
Jeremy Gleeson	12.9	-11.3	47.9	103.9	275.4
Peer Group Composite	27.6	10.9	85.8	139.6	303.5
Over / Under	-14.7	-22.2	-37.9	-35.7	-28.1

Total return for Jeremy Gleeson

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 : Jeremy Gleeson

Discrete performance

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

Jeremy Gleeson	12.9	10.8	-29.1	17.8	43.9	19.2	15.7	26.3	29.1	12.9
Peer Group Composite	27.6	16.8	-25.6	18.8	42.6	20.4	7.1	24.5	23.2	10.0
Over / Under	-14.7	-6.0	-3.5	-1.0	1.3	-1.2	8.6	1.8	5.9	2.9

Performance vs peer group composite: Jeremy Gleeson

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

5 years

out of a possible 10

Overall markets

Underperformed peer group composite

5 years

out of a possible 10

Rising markets

Outperformed peer group composite

5 years

out of a possible 9

Falling markets

Outperformed peer group composite

0 years

out of a possible 1

Funds currently managed

Fund	Sole/Co-managed	Sector	Periods

Allianz Global Hi-Tech Growth	Co-managed	FO Equity - Tech Media & Telecom	since Oct 18 2024 to present

Funds managed previously

Fund	Periods

AXA Framlington Global Technology	since Mar 24 2006 to Mar 31 2019
Finsbury Technology Trust Plc	since Dec 04 1995 to fund close
AXA World Funds Robotech	since Dec 19 2016 to Aug 31 2023
AXA World Funds Digital Economy	since Oct 24 2017 to Jun 30 2024
Close Finsbury EuroTech	since Aug 11 2000 to fund close
Close Inv Technology	since Jan 01 2003 to fund close