PLEASE TELL US A LITTLE ABOUT YOURSELF SO THAT WE CAN DISPLAY THE MOST
APPROPRIATE CONTENT TO YOU:

This site uses cookies. Some of the cookies are essential for parts of the site to operate and have already been set. You may delete and block all cookies from this site, but if you do, parts of the site may not work. To find out more about cookies used on Trustnet and how you can manage them, see our Privacy and Cookie Policy.

By clicking "I Agree" below, you acknowledge that you accept our Privacy Policy and Terms of Use.

For more information Click here

Login

Password Reminder
Not Registered? Click Here

Register

Register
It's look like you're leaving us

What would you like us to do with the funds you've selected

Show me all my options Forget them Save them
Customise this table
You are here: Manager factsheet

Jeremy A. Smith
Threadneedle Management Luxemb, Threadneedle Investment Servic
pdfIcon Manager factsheet pdf    rss feed RSS Feed
Manager profile
Jeremy Smith is Co-Head of UK Equities and a portfolio manager at Columbia Threadneedle Investments, having joined the company in 2015. He manages the CT UK Growth & Income Fund, CT UK Equity Income Fund and the CT UK Equity Alpha Income Fund. Jeremy is also Head of UK Equity Research and has research responsibility for the oil services and support services sectors.Jeremy has over 20 years of experience and has held various roles in the asset management industry including Head of UK Equities at Neptune Investment Management and Director in the UK large cap team at Schroders. During his tenure at Neptune and Schroders, he worked as a portfolio manager with responsibility for a range of UK equity portfolios, as well as an analyst specialising in the oil & gas and chemicals sectors.Jeremy holds a BA (Hons) in History and is also a Chartered Management Accountant (ACMA).
Total return for Jeremy A. Smith
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
 
 
 
 
 
53-89m
 
 
 
 
 
 
 
 
 
65-101m
 
 
 
 
 
 
 
 
 
77-113m
 
 
 
 
 
 
 
 
 
89-125m
 
 
 
 
 
 
 
 
 
101-137m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Jeremy A. Smith

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
Jeremy A. Smith 7.4 1.4 5.0 34.9 -24.1 2.6 -0.7 19.7 - -
Peer Group Composite 7.2 -1.6 5.7 36.9 -19.0 3.2 2.6 18.1 - -
Over / Under 0.2 3.0 -0.7 -2.0 -5.1 -0.6 -3.3 1.6 - -
Performance vs peer group composite: Jeremy A. Smith
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
3 years
out of a possible 8
 
Overall markets
Up
Underperformed peer group composite
5 years
out of a possible 8
 
Rising markets
UpDown
Outperformed peer group composite
2 years
out of a possible 6
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
CT (Lux) UK Equity Income Lead manager FO Equity - UK since Nov 18 2022 to present
CT UK Equity Alpha Income Lead manager IA UK Equity Income since Nov 18 2022 to present
CT UK Equity Income Lead manager IA UK Equity Income since Nov 18 2022 to present
CT UK Growth and Income Lead manager IA UK All Companies since Nov 18 2022 to present
Funds managed previously
Fund Periods
Schroder ISF UK Equity since Apr 13 1993 to May 31 2006
CT UK Institutional since Jun 01 2016 to Aug 30 2023
CT UK Equity Opportunities since Dec 01 2015 to Jan 31 2023
Neptune UK Equity since Jul 17 2006 to Jul 31 2010
Schroder UK Large Cap since Feb 20 2004 to May 31 2006
Schroder Prime UK Equity since Mar 08 2005 to Jul 30 2006
News & Research: Related articles sector Sector fund Fund group Group manager Manager
Group Columbia Threadneedle and Aviva to shutter UK smaller companies funds By Jonathan Jones  19-Apr-2024
Fund Investors sell Fundsmith and Baillie Gifford funds in the first quarter of 2024 By Jean-Baptiste Andrieux  17-Apr-2024
Group Bond fund flows: Investors penalise Allianz Strategic Bond and Janus Henderson Strategic Bond for poor performance By Matteo Anelli  16-Apr-2024
Group The top-quartile UK and European small-cap funds that weren’t afraid to stray from their benchmarks By Jean-Baptiste Andrieux  19-Mar-2024
Group The most consistent cautious funds of the decade By Matteo Anelli  14-Mar-2024
Fund The UK equity income funds that keep delivering the most bang for your buck By Matteo Anelli  11-Mar-2024
Group Nick Train and Terry Smith in Bestinvest’s dog house for the first time By Matteo Anelli  04-Mar-2024
Group The experts’ perfect fund pairings for global investing By Jean-Baptiste Andrieux  26-Feb-2024
Fund The most consistent UK equity funds of the decade By Matteo Anelli  16-Feb-2024
Group The only European fund that beat the MSCI Europe index every year for the past decade By Matteo Anelli  07-Feb-2024
Group The most bought and sold regional funds in 2023 By Jean-Baptiste Andrieux  30-Jan-2024
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.

LATEST :

Five reasons to keep hold of your defensive funds

13:00 | Monday, January 20, 2014

Close

You are currently using an old browser which will not be supported by Trustnet after 31/07/2016. To ensure you benefit from all features on the site, please update your browser.   Close

© Trustnet Limited 2024. All Rights Reserved.
Please read our Terms of Use / Disclaimer and Privacy and Cookie Policy.
Data supplied in conjunction with Refinitiv and London Stock Exchange Plc