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You are here: Manager factsheet

David Lewis
Jupiter Asset Management, Jupiter Unit Trust Mgrs Ltd
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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
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 : 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 12.9 3.1 -9.2 13.3 0.4 6.7 -0.4 8.7 16.7 5.7
Peer Group Composite 15.1 1.8 -9.1 17.1 0.8 6.8 -1.3 8.7 15.6 3.8
Over / Under -2.2 1.3 -0.1 -3.8 -0.4 -0.1 0.9 0.0 1.1 1.9
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
5 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
5 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
4 years
out of a possible 8
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
JIF-Jupiter Merlin International Balanced Portfolio Co-managed FO Mixed Asset - Flexible since Apr 01 2014 to present
JIF-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 Select 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
Jupiter Merlin Income and Growth Select Co-managed UT Mixed Investment 40-85% Shares since Nov 01 2022 to present
Jupiter Merlin Monthly Income Select Co-managed UT Mixed Investment 0-35% Shares since Nov 01 2022 to present
Jupiter Merlin Moderate Select Co-managed UT Mixed Investment 20-60% Shares since Apr 25 2023 to present
Funds managed previously
Fund Periods
JIF-Jupiter Managed European Portfolio since May 09 2011 to fund close
JIF-Jupiter Merlin Real Return Portfolio since Sep 01 2015 to fund close
Jupiter Merlin Real Return since Jul 09 2018 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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