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You are here: Manager factsheet

Jonathan Platt
RLUM (CIS) Ltd
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Manager profile
Jonathan Platt – Head of Fixed Income Jonathan joined RLAM in 1985 and became Head of Fixed Income in 1992. He has overseen the development of both the Fixed Income team and the investment philosophies which underpin our approach. In addition to his leadership of the team Jonathan manages a range of portfolios, with a prime focus of sterling credit bonds and as a senior leader contributes to the wider development of RLAM. Jonathan is a member of the CFA and has a MA in Philosophy, Politics & Economics from Oxford University.
Total return for Jonathan Platt
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
 
 
 
 
 
54-90m
 
 
 
 
 
 
 
 
 
66-102m
 
 
 
 
 
 
 
 
 
78-114m
 
 
 
 
 
 
 
 
 
90-126m
 
 
 
 
 
 
 
 
 
102-138m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Jonathan Platt

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 Platt 6.6 -6.7 -4.2 10.3 -1.0 3.7 2.2 9.4 0.6 9.3
Peer Group Composite 5.5 -6.8 -6.7 6.9 3.9 3.0 1.2 8.8 1.0 8.3
Over / Under 1.1 0.1 2.5 3.4 -4.9 0.7 1.0 0.6 -0.4 1.0
Performance vs peer group composite: Jonathan Platt
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
8 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
2 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
6 years
out of a possible 8
 
Falling markets
UpDown
Outperformed peer group composite
2 years
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
Royal London Corporate Bond Monthly Income Trust Co-managed UT Sterling Corporate Bond since Jun 18 2021 to present
Funds managed previously
Fund Periods
Royal London Corporate Bond since Mar 01 1999 to Feb 01 2023
Royal London UK Equity & Income Tst since Sep 14 2001 to fund close
NTMF Aggregate Fixed Income since Nov 01 2002 to fund close
Royal London Monthly Income Bond since Jun 04 2018 to fund close
Royal London UK Government Bond since Dec 01 2002 to Sep 30 2005
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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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