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You are here: Manager factsheet

Lloyd Harris

FE fundinfo Alpha Manager
Premier Miton Investors
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Manager profile
Lloyd Harris joined Premier Miton in August 2020. He was previously at Merian Global Investors (2012-2020), where he was manager of the Merian Corporate Bond Fund and co-manager of the Merian Financials Contingent Capital Fund. He has also worked at Cutwater Asset Management (2007-2011), initially as an asset-backed CP/MTN trader, then as a European financials credit analyst, and before this, he worked in structured capital markets at Deutsche Bank (2002-2007).
Total return for Lloyd Harris
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
Discrete calendar year performance : Lloyd Harris

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
Lloyd Harris 9.7 -2.8 -2.8 8.9 8.7 5.4 -2.1 9.8 1.8 -
Peer Group Composite 4.9 -2.5 -4.1 -0.4 5.1 2.9 -0.8 9.4 2.5 -
Over / Under 4.8 -0.3 1.3 9.3 3.6 2.5 -1.3 0.4 -0.7 -
Performance vs peer group composite: Lloyd Harris
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
Outperformed peer group composite
6 years
out of a possible 9
Overall markets
Underperformed peer group composite
3 years
out of a possible 9
Rising markets
Outperformed peer group composite
4 years
out of a possible 5
Falling markets
Outperformed peer group composite
2 years
out of a possible 4
Funds currently managed
Fund Sole/Co-managed Sector Periods
Premier Miton Corporate Bond Monthly Income Co-managed UT Sterling Corporate Bond since Aug 10 2020 to present
Premier Miton Financials Capital Securities Lead manager UT Specialist since Sep 14 2020 to present
Premier Miton Strategic Monthly Income Bond Co-managed UT Sterling Strategic Bond since Sep 14 2020 to present
Premier Miton UK Money Market Co-managed UT Standard Money Market since Oct 01 2021 to present
Funds managed previously
Fund Periods
Jupiter Investment Grade Bond since Dec 01 2015 to Jun 30 2020
Jupiter Financials Contingent Capital since Aug 14 2017 to Jun 30 2020
Jupiter Monthly Income Bond since Feb 23 2018 to Jun 30 2020
Merian Monthly Income High Yield Bond since Feb 24 2018 to fund close
Merian Investment Grade Corporate Bond since Nov 03 2016 to May 12 2014
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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