Alexandra Jackson

Toolset

Fund Performance

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Manager factsheet

Alexandra Jackson
Rathbones Asset Management Lim
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Manager profile

Alexandra is the manager of the Rathbone UK Opportunities Fund (renamed from the Rathbone Recovery Fund on 23rd October 2017). She was appointed co-manager in June 2014 and named sole manager in August 2017. She was previously assistant fund manager on the Rathbone Global Opportunities Fund. She joined Rathbones in January 2007, having graduated from the University of Durham (University College) with a BA Hons in Economics. Alexandra also holds the Investment Management Certificate and is a CFA charter-holder.

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Annualised total return over 16.2 years

+5.4%

Cumulative performance (% growth)

	1 year	3 years	5 years	7 years	10 years
Alexandra Jackson	23.3	-15.2	19.7	11.1	55.9
Peer Group Composite	17.4	7.0	23.7	27.7	68.4
Over / Under	5.9	-22.2	-4.0	-16.6	-12.5

Total return for Alexandra Jackson

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

60-96m

72-108m

84-120m

96-132m

108-144m

Discrete calendar year performance : Alexandra Jackson

Discrete performance

	0-12m	12-24m	24-36m	36-48m	48-60m	60-72m	72-84m	84-96m	96-108m	108-120m

Alexandra Jackson	23.3	1.9	-32.7	35.3	4.2	0.7	-7.8	18.9	4.1	13.6
Peer Group Composite	17.4	4.0	-12.7	36.0	-15.6	6.8	-3.3	15.5	8.3	5.6
Over / Under	5.9	-2.1	-20.0	-0.7	19.8	-6.1	-4.5	3.4	-4.2	8.0

Performance vs peer group composite: Alexandra Jackson

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