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You are here: Manager factsheet

Jeff Boswell

Investec Asset Management Luxe, Investec Fund Managers (UK)
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Trustnet verdict
Overall, performing about the same as the peer group composite. However, over a fairly lengthy track record, the manager has under-performed the peer group more often than not. Poor stock picking has had a material downward effect on results, which have tended to be relatively better in a rising market.
Manager profile
Jeff is responsible for managing and leading the development of the developed markets credit platform at Investec Asset Management. His responsibilities include acting as a portfolio manager across a range of Investec Asset Management credit funds. Prior to joining the firm Jeff worked at Intermediate Capital Group PLC as Head of Portfolio Management within its Credit Fund Management division. He was also a member of the investment committee across both liquid and illiquid Credit Fund Management strategies. Prior to this he was at Investec Bank Limited as Head of Acquisition Finance, where he established the Acquisition Finance platform and led the development a third party asset management CLO platform alongside. Previously he has also held structured and leveraged finance roles at NIB Capital (London) and BOE Merchant Bank (South Africa). Jeff holds a Bachelor of Commerce Honours (Cum Laude) from University of South Africa. He is also a Chartered Accountant (SA) and a CFA Charterholder.
Total return for Jeff Boswell
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 : Jeff Boswell

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
Jeff Boswell 6.1 0.2 4.2 17.1 -2.7 - - - - -
Peer Group Composite 7.6 0.8 5.4 15.4 -2.2 - - - - -
Over / Under -1.5 -0.6 -1.2 1.7 -0.5 - - - - -
Performance vs peer group composite: Jeff Boswell
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 5
 
Overall markets
Up
Underperformed peer group composite
4 years
out of a possible 5
 
Rising markets
UpDown
Outperformed peer group composite
1 year
out of a possible 4
 
Falling markets
UpDown
Outperformed peer group composite
0 years
out of a possible 1
Funds currently managed
Fund Sole/Co-managed Sector Periods
Investec European High Yield Bond Co-managed FO Fixed Int - EUR High Yield since Apr 01 2015 to present
Investec Investment Grade Corporate Bond Co-managed FO Fixed Int - USD Corporate Bond since Apr 01 2015 to present
Investec Monthly High Income Co-managed UT Sterling High Yield since Apr 01 2015 to present
Investec Global High Yield Bond Co-managed FO Fixed Int - USD High Yield since Nov 30 2015 to present
Investec Global Total Return Credit Co-managed FO Fixed Int - USD since Jun 08 2017 to present
Investec Global Total Return Credit Co-managed UT Sterling Strategic Bond since May 11 2018 to present
Investec Multi-Asset Credit Co-managed FO Fixed Int - USD since Jul 27 2018 to present
Funds managed previously
Fund Periods
No previously managed funds
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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