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You are here: Manager factsheet

Jonathan Winton
Fidelity International (FIL In, Fidelity International (FIL In, Fidelity (FIL Invt Intl), Omnis Investments Ltd
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Manager profile
Jonathan Winton joined Fidelity as an analyst in 2005, and has covered pan European Support Services, Small Cap Technology and Beverages & Tobacco stocks. He was promoted to co-portfolio manager of FIF UK Smaller Companies in February 2013, and since then has been gradually increasing his responsibility for the day-to-day management of the fund. He was appointed as the co-portfolio manager of the FIF Special Situations portfolios, managed by Alexander Wright, in February 2020.
Total return for Jonathan Winton
Manager career performance
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
 
 
 
 
 
 
 
 
 
72-108m
 
 
 
 
 
 
 
 
 
84-120m
 
 
 
 
 
 
 
 
 
96-132m
 
 
 
 
 
 
 
 
 
108-144m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Jonathan Winton

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 Winton 21.8 0.7 -11.9 59.0 -21.5 4.9 -3.0 23.2 5.9 15.3
Peer Group Composite 21.3 -1.6 -22.1 41.4 -11.2 4.0 -3.9 30.8 3.8 15.0
Over / Under 0.5 2.3 10.2 17.6 -10.3 0.9 0.9 -7.6 2.1 0.3
Performance vs peer group composite: Jonathan Winton
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
8 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
2 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
5 years
out of a possible 6
 
Falling markets
UpDown
Outperformed peer group composite
3 years
out of a possible 4
Funds currently managed
Fund Sole/Co-managed Sector Periods
Fidelity UK Smaller Companies Lead manager UT UK Smaller Companies since Apr 14 2014 to present
Fidelity UK Special Situations Co-managed FO Equity - UK since Jun 26 2018 to present
Fidelity Special Situations Co-managed UT UK All Companies since Feb 03 2020 to present
Fidelity Special Values Co-managed (deputy) IT UK All Companies since Feb 03 2020 to present
Omnis UK Smaller Companies Co-managed UT UK Smaller Companies since Jun 06 2022 to present
Funds managed previously
Fund Periods
Fidelity United Kingdom since Nov 01 2019 to fund close
Fidelity UK Small Companies since Apr 14 2014 to fund close
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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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