Chris Smith

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Fund Performance

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Manager factsheet

Chris Smith
Jupiter Unit Trust Mgrs Ltd
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Manager profile

Ian is a member of Newton’s equity opportunities team. Ian joined Newton in October 2020 to manage global emerging markets portfolios. Prior to joining Newton, Ian was a global emerging market equity portfolio manager at AXA Investment Managers, where he had worked since February 2012. Prior to joining AXA Investment Managers, Ian was a research analyst covering Asian financials at Matrix Group. Before joining Matrix Group, Ian was a research analyst covering emerging market financials at Nevsky Capital. Ian has a BA in Economics and Politics from Durham University and gained ACA qualification in 2003. Outside of work, Ian enjoys travelling with family and friends.

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Annualised total return over 5.1 years

+4.4%

Cumulative performance (% growth)

	1 year	3 years	5 years	7 years	10 years
Chris Smith	9.1	9.2	26.2	-	-
Peer Group Composite	17.4	7.0	39.7	-	-
Over / Under	-8.3	2.2	-13.5	-	-

Total return for Chris Smith

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

60-96m

12-48m

24-60m

36-72m

48-84m

Discrete calendar year performance : Chris Smith

Discrete performance

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

Chris Smith	9.1	7.0	-7.3	27.5	-10.1	-	-	-	-	-
Peer Group Composite	17.4	4.0	-12.7	36.0	-4.7	-	-	-	-	-
Over / Under	-8.3	3.0	5.4	-8.5	-5.4	-	-	-	-	-

Performance vs peer group composite: Chris Smith

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