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You are here: Manager factsheet

Joseph Firth
Legal & General UT Mgr Ltd
pdfIcon Manager factsheet pdf    rss feed RSS Feed
Manager profile
Joe is a fund manager within the Asset Allocation team. He is responsible for portfolio management of multi-asset funds, primarily those that are long-only and dynamic. Prior to being an assistant fund manager Joe was an investment specialist within the asset allocation team; he held this role for three years and focused on the business development of our flagship funds in institutional, retail and international. Joe joined the business in 2015 having recently graduated and had previous experience as a summer analyst at HSBC. Joe graduated from the University of Nottingham with a BSc in economics, holds the IMC and is a CFA charterholder.
Total return for Joseph Firth
Manager career performance
Discrete calendar year performance : Joseph Firth

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
Joseph Firth 12.9 3.0 - - - - - - - -
Peer Group Composite 11.3 3.2 - - - - - - - -
Over / Under 1.6 -0.2 - - - - - - - -
Performance vs peer group composite: Joseph Firth
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 2
 
Overall markets
Up
Underperformed peer group composite
1 year
out of a possible 2
 
Rising markets
UpDown
Outperformed peer group composite
1 year
out of a possible 2
 
Falling markets
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Outperformed peer group composite
0 years
out of a possible 0
Funds currently managed
Fund Sole/Co-managed Sector Periods
L&G Mixed Investment 0-35% Co-managed (deputy) UT Mixed Investment 0-35% Shares since Aug 16 2024 to present
L&G Mixed Investment 20-60% Co-managed (deputy) UT Mixed Investment 20-60% Shares since Aug 16 2024 to present
L&G Mixed Investment 40-85% Co-managed (deputy) UT Mixed Investment 40-85% Shares since Aug 16 2024 to present
L&G Mixed Investment Income 0-35% Co-managed (deputy) UT Mixed Investment 0-35% Shares since Aug 16 2024 to present
L&G Mixed Investment Income 20-60% Co-managed (deputy) UT Mixed Investment 20-60% Shares since Aug 16 2024 to present
Funds managed previously
Fund Periods
No previously managed funds
News & Research: Related articles sector Sector fund Fund group Group manager Manager
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Group The US funds investors backed and shied away from in 2025 By Jonathan Jones  26-Jan-2026
Fund The most bought and sold multi-asset funds in 2025 By Emmy Hawker  26-Jan-2026
Group The young US funds shooting the lights out over three years By Jonathan Jones  22-Jan-2026
Group The most bought and sold global equity funds in 2025 By Matteo Anelli  22-Jan-2026
Group The most bought and sold UK funds in 2025 By Jonathan Jones  21-Jan-2026
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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