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You are here: Manager factsheet

Mark Davey
St. Jamess Place UT Group Ltd
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Manager profile
Mark is a Vice President and Equity Portfolio Manager at State Street Global Advisors. He has worked in the Global Equity Beta Solutions Team and as a Portfolio Analyst within Investment Operations. He began his career at J.P. Morgan in 2008 before moving to State Street in late 2010. Mark has a BA (Hons) in Financial Mathematics from Newcastle University. He is a member of the CFA Institute and is a CFA Charterholder.
Total return for Mark Davey
Manager career performance
Discrete calendar year performance : Mark Davey

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
Mark Davey 24.8 7.8 -18.2 - - - - - - -
Peer Group Composite 14.7 9.7 -11.2 - - - - - - -
Over / Under 10.1 -1.9 -7.0 - - - - - - -
Performance vs peer group composite: Mark Davey
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
1 year
out of a possible 3
 
Overall markets
Up
Underperformed peer group composite
2 years
out of a possible 3
 
Rising markets
UpDown
Outperformed peer group composite
1 year
out of a possible 2
 
Falling markets
UpDown
Outperformed peer group composite
0 years
out of a possible 1
Funds currently managed
Fund Sole/Co-managed Sector Periods
SJP Global Equity Co-managed UT Global Equity Income since Nov 22 2021 to present
SJP International Equity Lead manager UT Global since Dec 20 2021 to present
Funds managed previously
Fund Periods
SJP Global Growth since Dec 20 2021 to Jul 22 2022
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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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