Justin Jones

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Fund Performance

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Manager factsheet

Justin Jones
abrdn Fund Managers Limited
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Annualised total return over 11.3 years

+5.7%

Cumulative performance (% growth)

	1 year	3 years	5 years	7 years	10 years
Justin Jones	10.3	36.7	31.3	37.2	68.4
Peer Group Composite	11.0	36.2	28.5	44.6	76.5
Over / Under	-0.7	0.5	2.8	-7.4	-8.1

Total return for Justin Jones

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

83-119m

95-131m

107-143m

119-155m

131-167m

Discrete calendar year performance : Justin Jones

Discrete performance

	0-12m	12-24m	24-36m	36-48m	48-60m	60-72m	72-84m	84-96m	96-108m	108-120m

Justin Jones	10.3	9.3	13.2	6.1	-9.5	11.9	-6.6	1.5	5.4	14.0
Peer Group Composite	11.0	8.4	13.1	4.8	-10.0	12.9	-0.3	1.7	6.1	12.9
Over / Under	-0.7	0.9	0.1	1.3	0.5	-1.0	-6.3	-0.2	-0.7	1.1

Performance vs peer group composite: Justin Jones

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

5 years

out of a possible 10

Overall markets

Underperformed peer group composite

5 years

out of a possible 10

Rising markets

Outperformed peer group composite

4 years

out of a possible 8

Falling markets

Outperformed peer group composite

1 year

out of a possible 2

Funds currently managed

Fund	Sole/Co-managed	Sector	Periods

abrdn MyFolio Index I	Co-managed	UT Volatility Managed	since May 01 2021 to present
abrdn MyFolio Index II	Co-managed	UT Volatility Managed	since May 01 2021 to present
abrdn MyFolio Index III	Co-managed	UT Volatility Managed	since May 01 2021 to present
abrdn MyFolio Index IV	Co-managed	UT Volatility Managed	since May 01 2021 to present
abrdn MyFolio Index V	Co-managed	UT Volatility Managed	since May 01 2021 to present

Funds managed previously

Fund	Periods

abrdn Dynamic Distribution	since Jan 01 2018 to fund close
Lloyds Wealth UK Equity	since Jun 30 2015 to Nov 22 2019
SPW Multi-Manager International Equity	since Jun 30 2015 to Nov 22 2019
SPW UK Equity Income	since Jun 30 2015 to Nov 22 2019
abrdn MyFolio Market I	since May 01 2021 to fund close
abrdn MyFolio Market II	since May 01 2021 to fund close
abrdn MyFolio Market III	since May 01 2021 to fund close
abrdn MyFolio Market IV	since May 01 2021 to fund close
abrdn MyFolio Market V	since May 01 2021 to fund close
SPW Multi-Manager UK Equity Growth	since Sep 15 2017 to Nov 22 2019