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You are here: Manager factsheet

Jamie Forbes-Wilson
AXA IM UK
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Manager profile
Jamie joined AXA Investment Managers in 2003 as an investment manager responsible for charity, pension and private client portfolios. He began his career in 1996 as a graduate trainee with Wise Speke, a regional private client stockbroking firm. The company subsequently became part of Brewin Dolphin, where he worked as a private client portfolio manager. Jamie graduated from Exeter University in 1996 with a BA (Hons) degree in Economic History and Politics. He is a Chartered Fellow of the Chartered Institute for Securities and Investment (FCSI).
Total return for Jamie Forbes-Wilson
Manager career performance
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
 
 
 
 
 
60-96m
 
 
 
 
 
 
 
 
 
72-108m
 
 
 
 
 
 
 
 
 
84-120m
 
 
 
 
 
 
 
 
 
96-132m
 
 
 
 
 
 
 
 
 
108-144m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Jamie Forbes-Wilson

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
Jamie Forbes-Wilson 11.3 0.3 -17.1 17.4 -2.8 5.9 -3.3 12.6 5.8 5.2
Peer Group Composite 13.9 1.5 -11.3 13.4 -3.0 6.1 -2.0 12.9 7.3 6.8
Over / Under -2.6 -1.2 -5.8 4.0 0.2 -0.2 -1.3 -0.3 -1.5 -1.6
Performance vs peer group composite: Jamie Forbes-Wilson
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
Up
Outperformed peer group composite
2 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
8 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
1 year
out of a possible 7
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 3
Funds currently managed
Fund Sole/Co-managed Sector Periods
AXA Global Sustainable Distribution Co-managed (deputy) UT Mixed Investment 20-60% Shares since Apr 01 2020 to present
AXA Distribution Lead manager UT Mixed Investment 20-60% Shares since Jul 11 2022 to present
AXA Framlington UK Equity Income Lead manager UT UK Equity Income since Jan 01 2024 to present
AXA Defensive Distribution Co-managed (deputy) UT Mixed Investment 0-35% Shares since Aug 01 2024 to present
Funds managed previously
Fund Periods
AXA Framlington UK Equity Income since Feb 23 2009 to Oct 31 2018
AXA Managed Income since Jun 03 2019 to Jan 30 2024
AXA Defensive Distribution since Jul 06 2021 to Jul 31 2024
AXA Defensive Distribution since Jun 01 2017 to Mar 31 2020
AXA Ethical Distribution since Jun 01 2017 to Mar 31 2020
AXA Global Sustainable Distribution since Jun 01 2017 to Mar 31 2020
AXA Ethical Distribution since Apr 01 2020 to Jul 21 2022
AXA Framlington UK Equity Income since Nov 01 2018 to Jan 17 2021
AXA Lifetime Distribution since Jan 02 2023 to Sep 03 2024
AXA Lifetime Distribution since Apr 01 2020 to Jul 05 2021
AXA Defensive Distribution since Apr 01 2020 to Jun 30 2021
AXA Framlington Monthly Income since Jan 01 2024 to fund close
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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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