Richard Buxton

Toolset

Fund Performance

You are here:

Manager factsheet

Richard Buxton
Jupiter Asset Management
Manager factsheet pdf RSS Feed

Manager profile

Richard joined Old Mutual Global Investors as head of UK equities in June 2013, and was appointed as chief executive in August 2015. He was previously at Schroders, where he managed the Schroder UK Alpha Plus Fund for over 10 years. Prior to Schroders he spent more than a decade at Baring Asset Management, having commenced his investment career in 1985 at Brown Shipley Asset Management. Richard was awarded the Outstanding Contribution to the Industry honour at the Morningstar OBSR Awards in 2012 and has a degree in English language and literature from the University of Oxford.

FOLLOW ON FUNDSWIRE

Annualised total return over 22.4 years

+7.5%

Cumulative performance (% growth)

	1 year	3 years	5 years	7 years	10 years
Richard Buxton	12.8	6.3	17.4	21.4	49.5
Peer Group Composite	14.5	5.5	19.6	21.8	56.6
Over / Under	-1.7	0.8	-2.2	-0.4	-7.1

Total return for Richard Buxton

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

60-96m

72-108m

84-120m

96-132m

108-144m

Discrete calendar year performance : Richard Buxton

Discrete performance

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

Richard Buxton	12.8	5.2	-10.7	40.6	-22.1	6.8	-3.2	12.6	8.7	0.9
Peer Group Composite	14.5	4.4	-12.1	35.2	-16.6	6.4	-4.3	13.7	7.9	4.9
Over / Under	-1.7	0.8	1.4	5.4	-5.5	0.4	1.1	-1.1	0.8	-4.0

Performance vs peer group composite: Richard Buxton

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 7

Falling markets

Outperformed peer group composite

2 years

out of a possible 3

Funds currently managed

Fund	Sole/Co-managed	Sector	Periods

Jupiter UK Alpha (IRL)	Lead manager	FO Equity - UK	since Dec 18 2013 to present

Funds managed previously

Fund	Periods

Jupiter UK Alpha	since Dec 11 2009 to Aug 31 2023
Schroder UK Alpha Plus	since Jun 24 2002 to May 31 2013
Baillie Gifford UK Growth Trust Plc	since Dec 01 2002 to Jul 01 2013
Scottish Widows HIFML UK Focus	since Jan 19 2009 to Oct 15 2013
Schroder UK Large Cap	since Jun 01 2006 to fund close
Schroder Specialist UK Equity	since Mar 08 2005 to Jan 30 2007
Quilter Investors Foundation 3	since Feb 27 2014 to Sep 30 2015
Quilter Investors Foundation 4	since Feb 27 2014 to Sep 30 2015
Quilter Investors Foundation 5	since Feb 27 2014 to Sep 30 2015
L&G Future World Sustainable UK Equity	since Mar 01 2012 to Jun 14 2013
Merian UK Equity	since Jan 01 2019 to fund close