Richard Watts

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Fund Performance

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Manager factsheet

Richard Watts
Merian Global Investors (UK) L
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Manager profile

Richard is an Investment Manager in the UK Small & Mid Cap Equities team. Before joining Jupiter, Richard worked at Merian Global Investors as a UK Mid-Cap Portfolio Manager. Prior to joining Merian, Richard worked at Orbis Investment Advisory as an Equity Analyst. Before this, he was a Senior Associate in the investment management division of PricewaterhouseCoopers. He began his investment career in 1998. Richard has a degree in Mathematical Sciences. He is IIMR-qualified and is a CFA® charterholder.

FOLLOW ON FUNDSWIRE

Annualised total return over 16 years

+10.8%

Cumulative performance (% growth)

	1 year	3 years	5 years	7 years	10 years
Richard Watts	39.4	-34.2	0.7	5.7	76.1
Peer Group Composite	39.5	-5.3	19.9	6.4	35.1
Over / Under	-0.1	-28.9	-19.2	-0.7	41.0

Total return for Richard Watts

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 : Richard Watts

Discrete performance

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

Richard Watts	39.4	7.6	-56.1	30.9	17.6	16.2	-9.6	24.8	9.3	22.8
Peer Group Composite	39.5	-1.3	-31.2	30.7	-2.7	-9.1	-2.3	15.0	6.6	4.0
Over / Under	-0.1	8.9	-24.9	0.2	20.3	25.3	-7.3	9.8	2.7	18.8

Performance vs peer group composite: Richard Watts

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