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You are here: Manager factsheet

Jeff Keen

FE fundinfo Alpha Manager
Waverton Investment Management
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Manager profile
Jeff joined the company in June 2009 and is a Director and head of Fixed Income. He is a member of the Asset Allocation Committee and has previously led the firm’s macro research. Jeff is the lead manager of the Waverton Global Strategic Bond Fund and the Waverton Sterling Bond Fund. He is also lead manager of the Waverton Protection Strategy which was launched in April 2016. He joined Waverton from TriAlpha Investment Advisors where he was CIO and Chairman of the Asset Allocation committee as well as lead manager on their global bond mandates including the TriAlpha International Bond Fund. Prior to this he worked for Colonial Mutual (which became First State) managing funds across a range of asset classes before becoming Head of UK Equities. Jeff graduated from Bristol University with a degree in Mathematics with Statistics in 1984. He is a Chartered Member of the Chartered Institute for Securities & Investment (CISI).
Total return for Jeff Keen
Discrete calendar year performance : Jeff Keen

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
Jeff Keen 6.0 -4.2 -5.1 1.5 10.5 6.3 0.1 8.0 6.7 3.5
Peer Group Composite 7.3 -7.3 -10.7 -2.0 5.8 6.0 0.1 5.2 11.1 3.3
Over / Under -1.3 3.1 5.6 3.5 4.7 0.3 0.0 2.8 -4.4 0.2
Performance vs peer group composite: Jeff Keen
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
7 years
out of a possible 10
Overall markets
Underperformed peer group composite
3 years
out of a possible 10
Rising markets
Outperformed peer group composite
4 years
out of a possible 7
Falling markets
Outperformed peer group composite
3 years
out of a possible 3
Funds currently managed
Fund Sole/Co-managed Sector Periods
Waverton Sterling Bond Lead manager FO Fixed Int - GBP Investment Grade since Jan 11 2010 to present
Waverton Global Strategic Bond Co-managed FO Fixed Int - Global since Jan 11 2010 to present
Funds managed previously
Fund Periods
No previously managed funds
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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