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You are here: Manager factsheet

Jonathan Chenevix-Trench

Yealand Fund Services Limited
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Manager profile
Jonathan Chenevix-Trench graduated from Oxford University in 1984 with a degree in Classics. He subsequently joined Morgan Stanley, and over the next twenty-three years enjoyed a varied career covering both corporate finance and fixed income. From 2000-2005 Jonathan managed the global interest rate and currency businesses, and from 2005-2007 Jonathan was Chairman and Chief Executive of Morgan Stanley International. Since 2008, Jonathan has served on a range of boards, both commercial and charitable, and been responsible for the oversight of both charitable and private equity portfolios.
Total return for Jonathan Chenevix-Trench
Discrete calendar year performance : Jonathan Chenevix-Trench

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 Chenevix-Trench 3.0 8.7 -0.6 39.6 -12.9 -1.3 5.3 16.6 1.3 -
Peer Group Composite 6.5 -2.2 -0.8 16.0 -3.6 2.5 2.9 12.4 3.2 -
Over / Under -3.5 10.9 0.2 23.6 -9.3 -3.8 2.4 4.2 -1.9 -
Performance vs peer group composite: Jonathan Chenevix-Trench
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
5 years
out of a possible 9
 
Overall markets
Up
Underperformed peer group composite
4 years
out of a possible 9
 
Rising markets
UpDown
Outperformed peer group composite
3 years
out of a possible 6
 
Falling markets
UpDown
Outperformed peer group composite
2 years
out of a possible 3
Funds currently managed
Fund Sole/Co-managed Sector Periods
Knox Global Balanced Co-managed UT Mixed Investment 20-60% Shares since Sep 22 2015 to present
Funds managed previously
Fund Periods
No previously managed funds
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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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