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You are here: Manager factsheet

Stuart Cox

Jupiter Unit Trust Mgrs Ltd
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FE Trustnet verdict
There is insufficient track record to make any judgment.
Manager profile
Stuart joined Jupiter in 2015 and is fund manager of the Jupiter Global Managed Fund. Before joining Jupiter, Stuart co-managed a global equity income portfolio at Caledonia Investments. Stuart began his career in 1991 as a credit analyst at Dai-Ichi Kangyo Bank before moving to Lombard Odier Asset Management where he was promoted to manage Japanese equity portfolios. Following further portfolio manager positions at Rothschild Asset Management, he joined JP Morgan Asset Management in London before relocating to Tokyo from 2007 to 2010.
Total return for Stuart Cox
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 : Stuart Cox

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
Stuart Cox 8.9 - - - - - - - - -
Peer Group Composite 6.3 - - - - - - - - -
Over / Under 2.6 - - - - - - - - -
Performance vs peer group composite: Stuart Cox
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
1 year
out of a possible 1
Overall markets
Underperformed peer group composite
0 years
out of a possible 1
Rising markets
Outperformed peer group composite
1 year
out of a possible 1
Falling markets
Outperformed peer group composite
0 years
out of a possible 0
Funds currently managed
Fund Sole/Co-managed Sector Periods
Jupiter Global Managed Lead manager UT Global since Jul 01 2018 to present
Jupiter North American Income Lead manager UT North America since Dec 12 2018 to present
Funds managed previously
Fund Periods
Halifax Japanese since Mar 01 2003 to Aug 31 2004
JPMorgan SAR Japan since Oct 01 2007 to Nov 30 2008
Insight Japan Equity since Aug 01 2003 to Jun 30 2004
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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