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You are here: Manager factsheet

Errol Francis
Jupiter Unit Trust Mgrs Ltd
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Manager profile
Errol Francis is Specialist UK Equity Fund Manager responsible for institutional mandates and co-manager of the Schroder UK Equity Fund and Schroder ISF UK Equity. He joined Schroders in January 2007. Previously, he worked at Credit Suisse Asset Management (since January 2004). He began his investment career in 1993 at Baring Asset Management as an analyst and subsequently as a UK Equity Fund Manager. Errol is an associate of the Institute of Investment Management and Research and won the Institute prize for The Financial Mathematics and Statistics Paper in November 1999.
Total return for Errol Francis
Manager career performance
Discrete calendar year performance : Errol Francis

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
Errol Francis 12.8 - - - - - - - - -
Peer Group Composite 17.4 - - - - - - - - -
Over / Under -4.6 - - - - - - - - -
Performance vs peer group composite: Errol Francis
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
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Outperformed peer group composite
0 years
out of a possible 1
 
Overall markets
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Underperformed peer group composite
1 year
out of a possible 1
 
Rising markets
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Outperformed peer group composite
0 years
out of a possible 1
 
Falling markets
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Outperformed peer group composite
0 years
out of a possible 0
Funds currently managed
Fund Sole/Co-managed Sector Periods
Jupiter UK Alpha Co-managed UT UK All Companies since Sep 01 2023 to present
Funds managed previously
Fund Periods
Schroder Specialist UK Equity since Jan 31 2007 to fund close
Schroder UK Equity since Jan 01 2010 to May 31 2013
Barings Equity Income since Aug 01 2001 to Oct 31 2003
Premier Miton UK Growth since Apr 01 2004 to Nov 01 2005
Barings UK Growth since Aug 01 2001 to Dec 31 2002
Premier Miton Income since Oct 24 2005 to Oct 30 2006
Premier Miton Monthly Income since Oct 24 2005 to Oct 30 2006
Premier UK Alpha Income since Oct 24 2005 to Oct 30 2006
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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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