Abbie Llewellyn-Waters

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Manager factsheet

Abbie Llewellyn-Waters
Jupiter Unit Trust Mgrs Ltd
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Manager profile

Abbie Llewellyn-Waters is an Investment Manager in the Global Sustainable Equities team. Since joining Jupiter in 2006, Abbie has dedicated her investment career to sustainable investing, with her team building and designing a rigorous investment framework that embeds all stakeholders into fundamental stock analysis. Multi-award winning, Abbie has received recognition for her investment performance, her approach to ESG integration and her contribution to address the structural hurdles that women in investment face. She also collaborates on several industry initiatives including as an author for the CFA Institute’s Certificate in Climate and Investing (CFA CCI). She is an Ambassador for the Diversity Project and is a member of the 30% Club Investor Group. She has a degree in Classics.

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Annualised total return over 8.5 years

+8.9%

Cumulative performance (% growth)

	1 year	3 years	5 years	7 years	10 years
Abbie Llewellyn-Waters	14.4	4.2	44.9	78.8	-
Peer Group Composite	20.1	15.6	53.5	73.3	-
Over / Under	-5.7	-11.4	-8.6	5.5	-

Total return for Abbie Llewellyn-Waters

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

61-97m

73-109m

85-121m

97-133m

48-84m

Discrete calendar year performance : Abbie Llewellyn-Waters

Discrete performance

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

Abbie Llewellyn-Waters	14.4	-1.3	-7.8	16.4	19.6	20.8	2.2	10.2	-	-
Peer Group Composite	20.1	5.2	-8.4	18.1	12.8	12.2	0.6	8.1	-	-
Over / Under	-5.7	-6.5	0.6	-1.7	6.8	8.6	1.6	2.1	-	-

Performance vs peer group composite: Abbie Llewellyn-Waters

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