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You are here: Manager factsheet

Jonathan Rawicz

EFG Asset Management (UK) Limi
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Manager profile
Jonathan joined EFGAM in March 2017 as an Equity Analyst, and is the portfolio manager for the New Capital Global Equity Conviction Fund, the New Capital Dynamic UK Equity Fund and the New Capital Europe Future Leaders Fund. Prior to joining he worked as an Equity Analyst at AA-Capital, a family office, where he helped manage a long/short fund. Prior to that, he spent five years as an Equity Analyst at Morgan Stanley Quilter. Jonathan started his career in 2005 at Nedbank in Johannesburg where he worked as a sell-side Equity Analyst. Jonathan has a Masters in Finance from London Business School, an Honours Degree in Econometrics from the University of Johannesburg, and a Bachelor’s Degree in Economics and Finance from the University of South Africa. He is also a CFA Charterholder.
Total return for Jonathan Rawicz
Discrete calendar year performance : Jonathan Rawicz

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
Jonathan Rawicz -1.5 17.3 -6.9 -0.8 - - - - - -
Peer Group Composite -1.5 13.7 -1.9 3.3 - - - - - -
Over / Under 0.0 3.6 -5.0 -4.1 - - - - - -
Performance vs peer group composite: Jonathan Rawicz
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 4
 
Overall markets
Up
Underperformed peer group composite
3 years
out of a possible 4
 
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 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
New Capital Global Equity Conviction Co-managed FO Equity - Ethical since Nov 01 2021 to present
Funds managed previously
Fund Periods
New Capital Dynamic UK Equity since Apr 01 2019 to Oct 31 2021
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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