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You are here: 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.
Total return for Richard Watts
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
 
 
 
 
 
60-96m
 
 
 
 
 
 
 
 
 
72-108m
 
 
 
 
 
 
 
 
 
84-120m
 
 
 
 
 
 
 
 
 
96-132m
 
 
 
 
 
 
 
 
 
108-144m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Richard Watts

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
Richard Watts 53.7 -2.0 -62.3 54.9 10.6 7.8 -8.6 31.1 9.1 24.1
Peer Group Composite 38.0 -5.6 -34.9 42.3 -7.7 -11.2 -3.3 15.5 8.3 5.6
Over / Under 15.7 3.6 -27.4 12.6 18.3 19.0 -5.3 15.6 0.8 18.5
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
Up
Outperformed peer group composite
8 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
2 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
5 years
out of a possible 5
 
Falling markets
UpDown
Outperformed peer group composite
3 years
out of a possible 5
Funds currently managed
Fund Sole/Co-managed Sector Periods
Chrysalis Investment Limited Co-managed IT Growth Capital since Nov 06 2018 to present
Funds managed previously
Fund Periods
Jupiter UK Mid Cap since Dec 31 2008 to Oct 31 2023
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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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