Lee Manzi

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Fund Performance

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Lee Manzi
Jupiter Asset Management
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Manager profile

Lee Manzi joined Jupiter in 2010 and is currently a fund manager in the Fixed Interest & Multi-Asset team. He co-manages, with Miles Geldard, the Jupiter Strategic Reserve Fund (Unit Trust), the Jupiter Global Convertibles fund and the Jupiter Strategic Total Return fund (SICAVs). Before joining Jupiter, Lee was a fund manager at RWC focusing on global convertible and multi-asset strategies, and at JPMorgan Asset Management, where he was a Vice President and fund manager, working in the Global Multi-Asset group. Lee has a degree in Accounting from Portsmouth University and is a CFA charterholder.

FOLLOW ON FUNDSWIRE

Annualised total return over 21.1 years

+1.3%

Cumulative performance (% growth)

	1 year	3 years	5 years	7 years	10 years
Lee Manzi	-0.4	-11.6	-0.9	-2.6	3.6
Peer Group Composite	3.9	-3.0	13.9	13.6	29.8
Over / Under	-4.3	-8.6	-14.8	-16.2	-26.2

Total return for Lee Manzi

Discrete calendar year performance : Lee Manzi

Discrete performance

	0-12m	12-24m	24-36m	36-48m	48-60m	60-72m	72-84m	84-96m	96-108m	108-120m

Lee Manzi	-0.4	-4.4	-7.1	18.7	-5.3	-2.9	1.5	8.8	3.5	-5.5
Peer Group Composite	3.9	-2.8	-3.9	21.3	-3.2	0.2	-0.5	9.8	1.2	2.8
Over / Under	-4.3	-1.6	-3.2	-2.6	-2.1	-3.1	2.0	-1.0	2.3	-8.3

Performance vs peer group composite: Lee Manzi

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

2 years

out of a possible 10

Overall markets

Underperformed peer group composite

8 years

out of a possible 10

Rising markets

Outperformed peer group composite

1 year

out of a possible 6

Falling markets

Outperformed peer group composite

1 year

out of a possible 4

Funds currently managed

Fund	Sole/Co-managed	Sector	Periods

JGF-Jupiter Global Convertibles	Lead manager	FO Convertible	since Oct 01 2010 to present

Funds managed previously

Fund	Periods

JPM Europe Balanced (EUR)	since Aug 31 1995 to Jun 30 2006
JGF-Jupiter Strategic Total Return	since Oct 01 2010 to fund close
JPM Income & Growth	since Mar 06 2000 to fund close
Jupiter Strategic Reserve	since Apr 24 2012 to fund close
JPM Global Convertibles EUR	since May 04 2001 to Jun 30 2006
JP Morgan Income & Capital Trust plc	since Jan 01 2002 to Apr 30 2005
JPM UK Equity & Bond Income	since Jan 01 2005 to Jun 30 2006