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You are here: Manager factsheet

Rhys Petheram

Jupiter Unit Trust Mgrs Ltd, Jupiter Asset Management
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FE Trustnet verdict
Overall, performing about the same as the peer group composite. Nevertheless, over a long track record, the manager has outperformed the peer group more often than not. stock picking has made a contribution to results, which have not been particularly exposed to falling markets.
Manager profile
Rhys joined Jupiter in 2006 and is currently a fund manager in the Multi-Asset team. He is co-fund manager, alongside Alastair Gunn, of the Jupiter Distribution Fund, the Jupiter Distribution and Growth Fund and the Jupiter Enhanced Distribution Fund. He also co-manages the Jupiter Global Ecology Diversified fund (SICAV). Before joining Jupiter, Rhys was an analyst at Towers Perrin Australia and a credit analyst for utilities at Moody's Investor Services. Rhys has a degree in Commerce (Finance) and a Diploma in Modern Languages (Indonesian), both from the University of Melbourne, and is also a CFA charterholder.
Total return for Rhys Petheram
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
Discrete calendar year performance : Rhys Petheram

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
Rhys Petheram 2.0 -2.6 5.0 10.8 3.7 4.4 5.3 12.1 0.0 -
Peer Group Composite 4.4 3.1 5.1 14.8 -0.2 2.9 3.6 9.3 -0.5 -
Over / Under -2.4 -5.7 -0.1 -4.0 3.9 1.5 1.7 2.8 0.5 -
Performance vs peer group composite: Rhys Petheram
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
Outperformed peer group composite
5 years
out of a possible 9
Overall markets
Underperformed peer group composite
4 years
out of a possible 9
Rising markets
Outperformed peer group composite
3 years
out of a possible 7
Falling markets
Outperformed peer group composite
2 years
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
Jupiter Distribution Co-managed UT Mixed Investment 0-35% Shares since Jul 01 2010 to present
Jupiter Distribution and Growth Co-managed UT Mixed Investment 40-85% Shares since Jan 01 2014 to present
Jupiter Enhanced Distribution Co-managed UT Mixed Investment 20-60% Shares since Sep 07 2015 to present
JGF-Jupiter Global Ecology Diversified Co-managed FO Mixed Asset - Balanced since Jun 29 2016 to present
Funds managed previously
Fund Periods
Jupiter Corporate Bond since Oct 01 2012 to Apr 30 2018
Jupiter Monthly Alternative Income since Jan 01 2014 to Sep 30 2016
Jupiter Corporate Bond since Jul 01 2012 to Sep 28 2012
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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