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You are here: Manager factsheet

Jonathan Parker

Investec Fund Managers (UK), Investec Asset Management Luxe
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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. stock picking has made a contribution to results, which have not been particularly exposed to falling markets.
Manager profile
Jonathan is a portfolio manager in the 4Factor UK Equity team at Investec Asset Management where he has managed the UK Core Equity strategy since July 2007. He is also the analyst on the consumer sector which he has covered since July 2011, prior to which he covered the services sector for four and a half years. Jonathan started his career at M&G Investment Management where he worked for four years as an analyst and then a further five years as a UK Equity portfolio manager. He has a degree in Economics from Cambridge University and is a member of the CFA institute.
Total return for Jonathan Parker
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
 
 
 
 
 
3-39m
 
 
 
 
 
 
 
 
 
15-51m
 
 
 
 
 
 
 
 
 
27-63m
 
 
 
 
 
 
 
 
 
39-75m
 
 
 
 
 
 
 
 
 
51-87m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Jonathan Parker

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
Jonathan Parker 1.8 9.5 12.0 28.0 -7.7 9.3 20.4 17.8 -7.4 12.5
Peer Group Composite 5.3 9.7 13.3 24.9 -8.4 5.5 20.6 16.3 -5.1 11.6
Over / Under -3.5 -0.2 -1.3 3.1 0.7 3.8 -0.2 1.5 -2.3 0.9
Performance vs peer group composite: Jonathan Parker
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
5 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
5 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
4 years
out of a possible 8
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
Investec Global Equity Co-managed UT Global since Apr 01 2017 to present
Investec Global Equity Co-managed FO Equity - International since Apr 01 2017 to present
Funds managed previously
Fund Periods
Investec UK Alpha since Feb 01 2008 to Jan 11 2015
Investec UK Blue Chip since Jun 01 2007 to fund close
Investec Global Dividend since May 28 2015 to fund close
Investec Global Dividend since Jun 12 2015 to fund close
Investec UK Alpha since Jan 20 2014 to Jan 11 2015
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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