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You are here: Manager factsheet

David Lewis

Jupiter Asset Management, Jupiter Unit Trust Mgrs Ltd
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FE Trustnet verdict
Overall, performing about the same as the peer group composite. Nevertheless, over a fairly lengthy track record, the manager has outperformed the peer group more often than not. stock picking has not really benefited results, which have not been particularly exposed to falling markets.
Manager profile
David joined Jupiter in 2008, initially in the Private Client & Charities Team as a portfolio assistant then as an assistant fund manager from February 2010. In May 2011 David joined the Jupiter Independent Funds Team, which is responsible for managing the Jupiter Merlin Portfolios. Before joining Jupiter, David worked at IFA Bestinvest as an assistant investment manager within its Discretionary Investment Management department. David is a Chartered Member of the Chartered Institute for Securities & Investments and is a CFA charterholder.
Total return for David Lewis
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 : David Lewis

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
David Lewis 6.6 6.0 10.0 9.6 7.9 - - - - -
Peer Group Composite 5.3 4.9 10.8 8.6 6.3 - - - - -
Over / Under 1.3 1.1 -0.8 1.0 1.6 - - - - -
Performance vs peer group composite: David Lewis
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
4 years
out of a possible 5
 
Overall markets
Up
Underperformed peer group composite
1 year
out of a possible 5
 
Rising markets
UpDown
Outperformed peer group composite
4 years
out of a possible 5
 
Falling markets
UpDown
Outperformed peer group composite
0 years
out of a possible 0
Funds currently managed
Fund Sole/Co-managed Sector Periods
JMF-Jupiter Merlin International Balanced Portfolio Co-managed FO Mixed Asset - Flexible since Apr 01 2014 to present
JMF-Jupiter Merlin International Equities Portfolio Co-managed FO Equity - International since Apr 01 2014 to present
Jupiter Merlin Balanced Portfolio Co-managed UT Mixed Investment 40-85% Shares since Jul 01 2014 to present
Jupiter Merlin Conservative Portfolio Co-managed UT Mixed Investment 0-35% Shares since Jul 01 2014 to present
Jupiter Merlin Growth Portfolio Co-managed UT Flexible Investment since Jul 01 2014 to present
Jupiter Merlin Income Portfolio Co-managed UT Mixed Investment 20-60% Shares since Jul 01 2014 to present
Jupiter Merlin Worldwide Portfolio Co-managed UT Global since Jul 01 2014 to present
JMF-Jupiter Merlin Real Return Portfolio Co-managed FO Mixed Asset - Flexible since Sep 01 2015 to present
Jupiter Merlin Real Return Co-managed UT Targeted Absolute Return since Jul 09 2018 to present
Funds managed previously
Fund Periods
No previously managed funds
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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