Jonathan Terry

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Fund Performance

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Manager factsheet

Jonathan Terry
Allspring Global Investments L
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Manager profile

Jonathan Terry is a senior portfolio manager for the Investment Grade Income team at Allspring Global Investments. In his role, Jonathan is responsible for overseeing the Investment Grade Income team of strategies as well as managing the U.S. allocations in the team's multi-sector and global credit strategies. These responsibilities span across both total return and buy and maintain strategies. He joined Allspring from its predecessor firm, Wells Fargo Asset Management (WFAM). Prior to WFAM, Jonathan was a principal for ThinkEquity Partners, where he managed a private client fixed income trading desk. Jonathan began his investment industry career in 2001 as an analyst and trader for Bank of America Securities. He earned a bachelor’s degree in world religion from Colorado College. Jonathan has earned the right to use the Chartered Financial Analyst® (CFA®) designation and is a member of CFA Society San Francisco.

FOLLOW ON FUNDSWIRE

Annualised total return over 9.2 years

+2.1%

Cumulative performance (% growth)

	1 year	3 years	5 years	7 years	10 years
Jonathan Terry	-0.4	7.0	3.8	20.5	-
Peer Group Composite	0.2	6.7	5.8	17.8	-
Over / Under	-0.6	0.3	-2.0	2.7	-

Total return for Jonathan Terry

Discrete calendar year performance : Jonathan Terry

Discrete performance

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

Jonathan Terry	-0.4	5.4	1.9	-2.0	-1.5	1.8	14.0	8.5	-7.1	-
Peer Group Composite	0.2	5.7	0.8	-0.1	-1.3	1.9	9.3	8.2	-8.7	-
Over / Under	-0.6	-0.3	1.1	-1.9	-0.2	-0.1	4.7	0.3	1.6	-

Performance vs peer group composite: Jonathan Terry

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

4 years

out of a possible 9

Overall markets

Underperformed peer group composite

5 years

out of a possible 9

Rising markets

Outperformed peer group composite

3 years

out of a possible 6

Falling markets

Outperformed peer group composite

1 year

out of a possible 3

Funds currently managed

Fund	Sole/Co-managed	Sector	Periods

Allspring (Lux) Worldwide - USD Investment Grade Credit Fund	Co-managed	FO Fixed Int - USD Investment Grade	since Dec 15 2016 to present
Allspring (Lux) Worldwide - Climate Transition Global Investment Grade Credit	Co-managed	FO Fixed Int - USD Corporate Bond	since Nov 08 2019 to present
Allspring Climate Transition Global Buy and Maintain	Co-managed	FO Fixed Int - GBP	since Aug 23 2023 to present