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You are here: Manager factsheet

Jeremy Smith

Threadneedle Investment Servic
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Manager profile
Jeremy Smith joined the company in 2015 as a portfolio manager and Head of UK Equity Research. He manages the Threadneedle UK Opportunities Fund, the Threadneedle UK Institutional Fund and a number of core institutional portfolios. He also has research responsibility for the oil services and support services sectors, as well as responsibility for leading the UK research team.He has over 20 years of experience and has held various roles in the asset management industry including Head of UK Equities at Neptune Investment Management and Director in the UK large cap team at Schroders. During his tenure at Neptune and Schroders, Jeremy worked as a portfolio manager with responsibility for a range of UK Equity portfolios, as well as an analyst specialising in the oil & gas and chemicals sectors.Jeremy holds a BA (Hons) in History and is also a Chartered Management Accountant (ACMA).
Total return for Jeremy Smith
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
 
 
 
 
 
34-70m
 
 
 
 
 
 
 
 
 
46-82m
 
 
 
 
 
 
 
 
 
58-94m
 
 
 
 
 
 
 
 
 
70-106m
 
 
 
 
 
 
 
 
 
82-118m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Jeremy Smith

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
Jeremy Smith -4.2 32.0 -18.6 -5.5 7.2 10.7 10.5 - - -
Peer Group Composite -9.8 31.7 -9.6 -3.0 6.6 13.7 5.7 - - -
Over / Under 5.6 0.3 -9.0 -2.5 0.6 -3.0 4.8 - - -
Performance vs peer group composite: Jeremy Smith
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
4 years
out of a possible 7
 
Overall markets
Up
Underperformed peer group composite
3 years
out of a possible 7
 
Rising markets
UpDown
Outperformed peer group composite
3 years
out of a possible 4
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 3
Funds currently managed
Fund Sole/Co-managed Sector Periods
CT UK Equity Opportunities Lead manager UT UK All Companies since Dec 01 2015 to present
CT UK Institutional Lead manager UT UK All Companies since Jun 01 2016 to present
Funds managed previously
Fund Periods
Schroder ISF UK Equity since Apr 13 1993 to May 31 2006
Neptune UK Equity since Jul 17 2006 to Jul 31 2010
Schroder UK Large Cap since Feb 20 2004 to May 31 2006
Schroder Prime UK Equity since Mar 08 2005 to Jul 30 2006
News & Research: Related articles sector Sector fund Fund group Group manager Manager
Manager Richard Colwell to retire after 32 years in the City By Gary Jackson  27-Sep-2022
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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