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You are here: Manager factsheet

John Stopford

Investec Asset Management Luxe, Investec Fund Managers (UK)
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FE Trustnet verdict
Overall, performing about the same as the peer group composite. However, over a long track record, the manager has, period by period, consistently under-performed the peer group. Poor stock picking has had a material downward effect on results, which have not been particularly exposed to falling markets.
Manager profile
John is head of Multi-Asset Income at Investec Asset Management, responsible for all multi-strategy income. He is lead portfolio manager on our multi-strategy income portfolios, as well as participating in the wider management of our multi-asset strategies. During his time at the firm John has held senior positions as co-head of Fixed Income & Currency, having previously been responsible for the management of our South African fixed income assets from 1998 to 2004. John joined Guinness Flight in 1993, which was later acquired by Investec Asset Management, and took responsibility for investments in emerging bond and currency markets. Previous to this, he worked in London and Tokyo as a specialist global bond and currency portfolio manager for Mitsui Trust Asset Management. John graduated from the University of Oxford with an honours degree in Chemistry in 1990 and he is a CFA Charterholder.
Total return for John Stopford
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
 
 
 
 
 
3-39m
 
 
 
 
 
 
 
 
 
15-51m
 
 
 
 
 
 
 
 
 
27-63m
 
 
 
 
 
 
 
 
 
39-75m
 
 
 
 
 
 
 
 
 
51-87m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : John Stopford

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
John Stopford 5.7 0.3 1.6 15.8 -1.9 1.4 -0.7 5.7 -4.1 7.1
Peer Group Composite 5.1 0.8 3.0 13.2 0.1 3.1 4.5 7.7 -1.1 8.3
Over / Under 0.6 -0.5 -1.4 2.6 -2.0 -1.7 -5.2 -2.0 -3.0 -1.2
Performance vs peer group composite: John Stopford
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
2 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
8 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
2 years
out of a possible 9
 
Falling markets
UpDown
Outperformed peer group composite
0 years
out of a possible 1
Funds currently managed
Fund Sole/Co-managed Sector Periods
Investec Global Multi-Asset Income Co-managed FO Mixed Asset - Cautious since Jul 25 2011 to present
Investec Diversified Income Co-managed UT Mixed Investment 0-35% Shares since Jul 12 2012 to present
Funds managed previously
Fund Periods
Investec Target Return Bond since Oct 10 2005 to Jan 31 2018
Investec Global Strategic Income since Apr 01 2004 to fund close
Investec Target Return Bond since Feb 01 2007 to Jan 31 2018
Investec Strategic Bond since Nov 01 2006 to fund close
Investec Global Bond since Feb 01 2007 to fund close
Investec Investment Grade Corporate Bond since Mar 23 2009 to Apr 29 2015
Investec Global Defensive Income since Oct 01 2005 to fund close
Investec Emerging Markets Multi Asset since Dec 05 2011 to Sep 29 2017
Investec Monthly High Income since May 01 2011 to Mar 31 2015
Investec European High Yield Bond since Jun 01 2011 to Mar 31 2015
Investec Sterling Bond since Dec 01 2006 to fund close
Investec European High Yield Bond since Dec 01 2008 to Aug 31 2010
Investec Global Bond since Sep 01 2004 to Jan 31 2006
Investec Monthly High Income since Aug 01 2009 to Aug 31 2010
Investec High Income Bond since Dec 01 2008 to Jan 31 2009
Data provided by FE. Care has been taken to ensure that the information is correct, but FE 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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