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You are here: Manager factsheet

Abbie Llewellyn-Waters

Jupiter Unit Trust Mgrs Ltd
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Manager profile
Abbie Llewellyn-Waters is an Investment Manager in the Global Sustainable Equities team. Since joining Jupiter in 2006, Abbie has dedicated her investment career to sustainable investing, with her team building and designing a rigorous investment framework that embeds all stakeholders into fundamental stock analysis. Multi-award winning, Abbie has received recognition for her investment performance, her approach to ESG integration and her contribution to address the structural hurdles that women in investment face. She also collaborates on several industry initiatives including as an author for the CFA Institute’s Certificate in Climate and Investing (CFA CCI). She is an Ambassador for the Diversity Project and is a member of the 30% Club Investor Group. She has a degree in Classics.
Total return for Abbie Llewellyn-Waters
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
Discrete calendar year performance : Abbie Llewellyn-Waters

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
Abbie Llewellyn-Waters 11.0 6.7 -9.8 20.1 11.4 16.3 4.0 11.5 - -
Peer Group Composite 15.5 9.8 -9.0 24.9 5.0 6.8 4.0 12.4 - -
Over / Under -4.5 -3.1 -0.8 -4.8 6.4 9.5 0.0 -0.9 - -
Performance vs peer group composite: Abbie Llewellyn-Waters
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
Outperformed peer group composite
3 years
out of a possible 8
Overall markets
Underperformed peer group composite
5 years
out of a possible 8
Rising markets
Outperformed peer group composite
3 years
out of a possible 7
Falling markets
Outperformed peer group composite
0 years
out of a possible 1
Funds currently managed
Fund Sole/Co-managed Sector Periods
Jupiter Global Sustainable Equities Lead manager UT Global since Apr 09 2018 to present
Funds managed previously
Fund Periods
JGF-Jupiter Global Ecology Diversified since Jun 29 2016 to Aug 01 2018
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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