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You are here: Manager factsheet

Jeremy Thomas
Sarasin Investment Funds Ltd, Waystone Management Company (I
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Manager profile
Jerry has over 20 years’ investment experience. He joined Sarasin & Partners in 2016 from Allianz Global Investors where he spent 12 years as a UK, European and Global Equity fund manager. He co-managed the Brunner Investment Trust from 2010-2016. Prior to this he spent three years at Isis Asset Management (now BMO Global), five years at Schroders, and five years as a British Army Officer.
Total return for Jeremy Thomas
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
 
 
 
 
 
53-89m
 
 
 
 
 
 
 
 
 
65-101m
 
 
 
 
 
 
 
 
 
77-113m
 
 
 
 
 
 
 
 
 
89-125m
 
 
 
 
 
 
 
 
 
101-137m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Jeremy Thomas

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
Jeremy Thomas 11.9 -4.4 7.4 40.2 -6.7 8.5 7.1 16.9 -6.8 7.0
Peer Group Composite 15.6 -1.2 8.3 35.4 -6.9 8.5 2.7 15.3 -2.3 12.5
Over / Under -3.7 -3.2 -0.9 4.8 0.2 0.0 4.4 1.6 -4.5 -5.5
Performance vs peer group composite: Jeremy Thomas
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 7
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 3
Funds currently managed
Fund Sole/Co-managed Sector Periods
Sarasin Responsible Global Equity Co-managed UT Global since Dec 06 2016 to present
Sarasin Thematic Global Equity Co-managed UT Global since Dec 06 2016 to present
Sarasin Global Dividend Co-managed UT Global Equity Income since Jan 09 2018 to present
Sarasin IE Global Equity Opportunities (GBP) Lead manager FO Equity - International since Apr 06 2020 to present
Sarasin IE Global Equity Opportunities (USD) Lead manager FO Equity - International since Apr 06 2020 to present
Funds managed previously
Fund Periods
Brunner Investment Trust PLC since Jun 01 2010 to Jun 30 2016
Allianz UK Listed Opportunities since Apr 04 2008 to Jul 30 2013
Blackrock Income And Growth Investment Trust Plc since Mar 01 2008 to Mar 31 2012
Sarasin Thematic Global Equity (Sterling Hedged) since Dec 06 2016 to fund close
Sarasin Responsible Global Equity (Sterling Hedged) since Dec 06 2016 to fund close
Schroder Managed Wealth Portfolio since Jun 01 1999 to Nov 01 2002
Allianz UK Unconstrained since Jul 01 2010 to Jul 30 2013
Sarasin Global Dividend (Sterling Hedged) since Jan 09 2018 to fund close
Allianz UK Equity since Jul 01 2010 to fund close
JSS Sustainable Equity - Global Dividend since Mar 01 2018 to Feb 29 2020
Sarasin IE Emerging Markets Equity since Dec 06 2016 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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