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

Charlie Thomas
EdenTree Investment Management
pdfIcon Manager factsheet pdf    rss feed RSS Feed
Manager profile
Charlie joined EdenTree in June 2021 as CIO and has responsibility for the Investment Team. Charlie is also Co-Manager of the EdenTree Green Future Fund, launched in 2022 and has more than two decades of investment management experience to the firm, most recently, as Head of Strategy, Environment and Sustainability at Jupiter Asset Management where he also managed the Jupiter Ecology Fund for nearly two decades. Charlie holds a Masters in Environmental Technology from Imperial College London.
Total return for Charlie Thomas
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 : Charlie Thomas

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
Charlie Thomas - - - - 3.9 12.0 -7.9 10.5 18.5 0.1
Peer Group Composite - - - - 1.4 11.5 -0.6 10.0 16.5 -2.9
Over / Under - - - - 2.5 0.5 -7.3 0.5 2.0 3.0
Performance vs peer group composite: Charlie Thomas
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
5 years
out of a possible 6
 
Overall markets
Up
Underperformed peer group composite
1 year
out of a possible 6
 
Rising markets
UpDown
Outperformed peer group composite
4 years
out of a possible 4
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
EdenTree Green Future Lead manager UT Global since Jan 24 2022 to present
Funds managed previously
Fund Periods
JGF-Jupiter Global Ecology Growth since Sep 01 2003 to Jan 31 2021
Jupiter Ecology since Sep 01 2003 to Jan 31 2021
Jupiter Green Investment since Jun 07 2006 to Jan 31 2021
Jupiter Responsible Income since Jan 01 2016 to Jan 31 2021
JGF-Jupiter Global Ecology Diversified since Jun 29 2016 to Jan 31 2021
News & Research: Related articles sector Sector fund Fund group Group manager Manager
Sector A manager’s dilemma: Is Nvidia the next Cisco? By Matteo Anelli  31-Oct-2024
Sector Brunner’s Bishop: Quality and growth are meaningless without value By Matteo Anelli  25-Oct-2024
Sector Scottish Mortgage and other underperforming trusts to hold on to By Matteo Anelli  16-Oct-2024
Sector The cheapest and most expensive investment trusts out there By Emma Wallis  09-Oct-2024
Sector Scottish Mortgage’s buybacks top board’s £1bn target By Jonathan Jones  07-Oct-2024
Sector Nine funds and trusts gain Square Mile’s seal of approval By Emma Wallis  04-Oct-2024
Sector Scottish Mortgage replaced by commodities trust as most-bought on ii; Fundsmith gets back into the top 10 By Matteo Anelli  02-Oct-2024
Group The funds topping their sectors throughout recession worries and optimism By Gary Jackson  23-Sep-2024
Sector Contrarian managers defend their ‘ugly ducklings’ By Emma Wallis  13-Sep-2024
Sector The investment trust threatening to replace Scottish Mortgage as Trustnet’s most researched By Gary Jackson  09-Sep-2024
Sector The areas where Baillie Gifford funds are excelling and struggling By Matteo Anelli  09-Sep-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