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You are here: Manager factsheet

Abbie Llewellyn-Waters

Jupiter Unit Trust Mgrs Ltd
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Manager profile
Abbie Llewellyn-Waters joined Jupiter in 2006 and is a global equities portfolio manager in the Global Sustainable Equity Team. She manages the Jupiter Global Sustainable Equities Fund and has been a lead portfolio manager of institutional funds since 2012. Abbie was previously co-manager of the multi-asset Jupiter Global Ecology Diversified Fund. Abbie has been awarded Impact Manager of the Year, 2019 – LAPF Awards, also in 2017, Abbie was awarded both Fund Manager of the Year and Investment Woman of the Year at Investment Week’s inaugural Women in Investment Awards. Abbie is also a contributing member of several industry initiatives: for example, she is an Ambassador for the Diversity Project and a member of the 30% Club UK Investor Group. She has a degree in Classics from University College, London.
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
Discrete calendar year performance : Abbie Llewellyn-Waters

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
Abbie Llewellyn-Waters 30.4 3.0 12.8 3.0 8.7 - - - - -
Peer Group Composite 38.2 -5.6 6.3 -0.9 12.4 - - - - -
Over / Under -7.8 8.6 6.5 3.9 -3.7 - - - - -
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
Outperformed peer group composite
3 years
out of a possible 5
Overall markets
Underperformed peer group composite
2 years
out of a possible 5
Rising markets
Outperformed peer group composite
1 year
out of a possible 3
Falling markets
Outperformed peer group composite
2 years
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
Jupiter Global Sustainable Equities Lead manager UT Global since Apr 09 2018 to present
Funds managed previously
Fund Periods
JGF-Jupiter Global Ecology Diversified since Jun 29 2016 to Aug 01 2018
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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