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You are here: Manager factsheet

Gregory Herbert

Jupiter Unit Trust Mgrs Ltd
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FE Trustnet verdict
Overall, performing worse than the peer group composite. Over a fairly lengthy track record, the manager has, period by period, consistently under-performed the peer group. Poor stock picking has had a material downward effect on results, which have not been particularly exposed to falling markets.
Manager profile
Gregory joined Jupiter in 2005 as a senior investment writer before moving into a fund management role in 2007. He is a fund manager in the European Opportunities team and manages the Jupiter European Income Fund (Unit Trust) and co-manages, with Sebastian Radcliffe, the Jupiter Global Equity Income Fund (Unit Trust) and the Jupiter Global Equities fund (SICAV). Before joining Jupiter, Gregory worked in various roles, including senior portfolio analyst for State Street Global Advisors, head of the UK desk for Standard & Poor’s and as an investment correspondent for both Globalnet Financial and Bridge Information Systems. Gregory has an MSc in Investment Management from Cass Business School, City University, an MSc in International Relations (Econ) from the LSE, and a degree in French and Italian from the University of Bristol.
Total return for Gregory Herbert
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
 
 
 
 
 
1-37m
 
 
 
 
 
 
 
 
 
13-49m
 
 
 
 
 
 
 
 
 
25-61m
 
 
 
 
 
 
 
 
 
37-73m
 
 
 
 
 
 
 
 
 
49-85m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Gregory Herbert

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
Gregory Herbert 3.3 3.5 19.2 10.7 9.5 0.6 - - - -
Peer Group Composite 5.3 6.1 19.5 11.2 9.1 4.7 - - - -
Over / Under -2.0 -2.6 -0.3 -0.5 0.4 -4.1 - - - -
Performance vs peer group composite: Gregory Herbert
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 6
 
Overall markets
Up
Underperformed peer group composite
5 years
out of a possible 6
 
Rising markets
UpDown
Outperformed peer group composite
1 year
out of a possible 6
 
Falling markets
UpDown
Outperformed peer group composite
0 years
out of a possible 0
Funds currently managed
Fund Sole/Co-managed Sector Periods
Jupiter European Income Lead manager UT Europe Excluding UK since Apr 01 2013 to present
Jupiter Global Equity Income Lead manager UT Global Equity Income since Apr 30 2013 to present
Funds managed previously
Fund Periods
JGF-Jupiter Global Value since May 28 2013 to Oct 24 2016
Data provided by FE. Care has been taken to ensure that the information is correct, but FE 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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