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You are here: Manager factsheet

Mark Heslop

 FE fundinfo Alpha Manager
Jupiter Asset Management, Jupiter Unit Trust Mgrs Ltd
pdfIcon Manager factsheet pdf    rss feed RSS Feed
Manager profile
Mark is an Investment Manager in the European Equities team. He is a European equity manager and smaller companies specialist. Before joining Jupiter, Mark worked at Columbia Threadneedle for 11 years as an equity fund manager. He managed a global smaller companies fund and a European smaller companies fund. He began his investment career as a chemicals and industrials analyst at Citi in 1999. Mark has a degree in chemistry and is also a chartered accountant.
Total return for Mark Heslop
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
 
 
 
 
 
 
 
 
 
73-109m
 
 
 
 
 
 
 
 
 
85-121m
 
 
 
 
 
 
 
 
 
97-133m
 
 
 
 
 
 
 
 
 
109-145m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Mark Heslop

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
Mark Heslop 2.1 8.0 -21.2 18.3 16.6 7.9 -0.9 29.3 16.3 12.7
Peer Group Composite 6.5 5.5 -12.9 17.1 10.3 6.4 -3.5 23.7 17.0 9.3
Over / Under -4.4 2.5 -8.3 1.2 6.3 1.5 2.6 5.6 -0.7 3.4
Performance vs peer group composite: Mark Heslop
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
7 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
3 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
6 years
out of a possible 8
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
JGF-Jupiter European Growth Co-managed IA Europe Including UK since Oct 01 2019 to present
Jupiter European Co-managed IA Europe Excluding UK since Oct 01 2019 to present
JGF-Jupiter Pan European Smaller Companies Co-managed FO Equity - Small Cap Europe since Feb 26 2020 to present
Jupiter European Smaller Companies Co-managed IA European Smaller Companies since Feb 26 2020 to present
Funds managed previously
Fund Periods
CT (Lux) Pan European Small Cap Opportunities since Sep 01 2009 to Apr 14 2019
CT European Smaller Companies since Jan 01 2013 to Apr 14 2019
CT (Lux) Global Smaller Companies since Nov 29 2013 to Apr 14 2019
JGF-Jupiter Europe ex UK Equity since Jun 01 2020 to fund close
Jupiter Europe (Ex UK) Smaller Companies since Jul 01 2020 to fund close
Jupiter European Special Situations since Jun 01 2020 to Apr 30 2021
JGF-Jupiter European Opportunities since Jun 01 2020 to fund close
CT (Lux) European Smaller Companies since Oct 23 2018 to Apr 14 2019
CT European Smaller Companies since Jun 19 2008 to Jul 31 2008
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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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