I Agree

We have updated our Privacy and Cookie Policy. By clicking "I Agree" below, you acknowledge that you accept our Privacy and Cookie Policy and Terms of Use.


This site uses cookies. Some of the cookies are essential for parts of the site to operate and have already been set. You may delete and block all cookies from this site, but if you do, parts of the site may not work. To find out more about cookies used on Trustnet and how you can manage them, see our Privacy and Cookie Policy.

By clicking "I Agree" below, you acknowledge that you accept our Privacy Policy and Terms of Use.

For more information Click here



It's look like you're leaving us

What would you like us to do with the funds you've selected

Show me all my options Forget them Save them
Customise this table
You are here: Manager factsheet

Steve Davies

Jupiter Unit Trust Mgrs Ltd, Jupiter Asset Management Ltd
pdfIcon Manager factsheet pdf    rss feed RSS Feed
FE Trustnet verdict
Overall, performing about the same as the peer group composite. However, over a long track record, the manager has, period by period, over- and under-performed roughly equally. Poor stock picking has had a material downward effect on results, which have not been particularly exposed to falling markets.
Manager profile
Steve Davies joined Jupiter in 2007 and is currently Head of Strategy, UK Growth as well as the manager of the Jupiter UK Growth Fund (Unit Trust), the Jupiter UK Dynamic Growth fund (SICAV) and the Jupiter UK Growth Investment Trust PLC (Investment Trust). Before joining Jupiter, he was head of the retail research team at Numis Securities. Steve also worked as a senior retail analyst for Retail Intelligence before moving to PricewaterhouseCoopers, where he was appointed Assistant Director of the Retail and Branded Goods team. Steve has a degree in Philosophy, Politics and Economics from Oxford University.
Total return for Steve Davies
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
Discrete calendar year performance : Steve Davies

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
Steve Davies -13.7 0.4 12.2 -1.8 11.3 8.1 30.9 23.8 -8.2 12.2
Peer Group Composite -2.3 6.0 13.6 11.0 0.7 5.9 21.5 17.1 -5.3 11.9
Over / Under -11.4 -5.6 -1.4 -12.8 10.6 2.2 9.4 6.7 -2.9 0.3
Performance vs peer group composite: Steve Davies
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
5 years
out of a possible 10
Overall markets
Underperformed peer group composite
5 years
out of a possible 10
Rising markets
Outperformed peer group composite
5 years
out of a possible 8
Falling markets
Outperformed peer group composite
0 years
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
Jupiter UK Growth Lead manager UT UK All Companies since Jan 01 2013 to present
Jupiter UK Growth Investment Trust PLC Lead manager IT UK All Companies since Apr 18 2016 to present
Funds managed previously
Fund Periods
Jupiter UK Growth since Apr 01 2009 to Dec 31 2012
Jupiter Undervalued Assets since Jan 30 2012 to fund close
JGF-Jupiter UK Dynamic Growth since Jun 10 2016 to fund close
Jupiter Growth & Income since Jan 01 2016 to Jan 31 2017
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.

You are currently using an old browser which will not be supported by Trustnet after 31/07/2016. To ensure you benefit from all features on the site, please update your browser.   Close