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You are here: Manager factsheet

Richard Curling

Jupiter Unit Trust Mgrs Ltd
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FE Trustnet verdict
Overall, performing about the same as the peer group composite. Nevertheless, over a long track record, the manager has outperformed the peer group more often than not. stock picking has not really benefited results, which have not been particularly exposed to falling markets.
Manager profile
Richard joined Jupiter in 2006 and is a fund manager in the UK Growth team. He manages the Jupiter Fund of Investment Trusts, the Jupiter Monthly Income Fund and the Jupiter UK Alpha Fund (all Unit Trusts). Before joining Jupiter, Richard worked originally for Morgan Grenfell as manager of the UK Pensions and Income Funds, prior to its acquisition by Deutsche Bank where he was appointed managing director and head of Small Caps. In this position, held for more than 10 years, Richard was responsible for managing the UK and European Small Cap team and running Small Cap equity mandates. Between 1996 and 2003, he was also head of Global Small Caps and responsible for the Global/EAFE Small Cap product. Richard has a degree from Edinburgh University and is an Associate of the Society of Investment Analysts.
Total return for Richard Curling
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
 
 
 
 
 
1-37m
 
 
 
 
 
 
 
 
 
13-49m
 
 
 
 
 
 
 
 
 
25-61m
 
 
 
 
 
 
 
 
 
37-73m
 
 
 
 
 
 
 
 
 
49-85m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Richard Curling

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
Richard Curling -1.8 5.3 18.1 0.6 8.0 10.2 25.7 -4.3 27.6 25.1
Peer Group Composite 3.3 7.3 15.8 6.4 7.4 7.1 26.9 -8.2 21.9 24.4
Over / Under -5.1 -2.0 2.3 -5.8 0.6 3.1 -1.2 3.9 5.7 0.7
Performance vs peer group composite: Richard Curling
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
6 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
4 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
5 years
out of a possible 9
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 1
Funds currently managed
Fund Sole/Co-managed Sector Periods
Jupiter Monthly Alternative Income Lead manager UT Specialist since Jan 30 2012 to present
Jupiter Fund of Investment Trusts Lead manager UT Global since Jan 31 2012 to present
Jupiter UK Alpha Lead manager UT UK All Companies since Jan 01 2016 to present
Jupiter UK Smaller Companies Lead manager UT UK Smaller Companies since Apr 01 2019 to present
Funds managed previously
Fund Periods
Jupiter UK Smaller Companies since Mar 01 2006 to May 31 2015
Jupiter UK Growth Investment Trust PLC since Sep 01 2008 to Apr 17 2016
Jupiter Global Energy since Oct 01 2014 to fund close
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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