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You are here: Manager factsheet

Harry Richards
Jupiter Unit Trust Mgrs Ltd, Jupiter Asset Management
pdfIcon Manager factsheet pdf    rss feed RSS Feed
Manager profile
Harry is a Fund Manager in the Fixed Income team. Harry began his investment career in 2011. He has a degree in Chemistry and is a CFA charterholder.
Total return for Harry Richards
Manager career performance
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
 
 
 
 
 
60-96m
 
 
 
 
 
 
 
 
 
72-108m
 
 
 
 
 
 
 
 
 
24-60m
 
 
 
 
 
 
 
 
 
36-72m
 
 
 
 
 
 
 
 
 
48-84m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Harry Richards

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
Harry Richards 8.3 0.3 -18.3 -0.6 6.7 7.1 -0.2 - - -
Peer Group Composite 7.3 2.2 -11.9 0.5 5.0 7.2 -0.2 - - -
Over / Under 1.0 -1.9 -6.4 -1.1 1.7 -0.1 0.0 - - -
Performance vs peer group composite: Harry Richards
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
3 years
out of a possible 7
 
Overall markets
Up
Underperformed peer group composite
4 years
out of a possible 7
 
Rising markets
UpDown
Outperformed peer group composite
2 years
out of a possible 5
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
Jupiter Corporate Bond Co-managed IA Sterling Corporate Bond since May 01 2018 to present
JGF-Jupiter Dynamic Bond Co-managed FO Fixed Int - Global since May 31 2019 to present
Jupiter Strategic Bond Co-managed IA Sterling Strategic Bond since May 31 2019 to present
Jupiter Dynamic Bond ESG Co-managed FO Fixed Int - Global since Jan 25 2022 to present
Jupiter Global Fixed Income Co-managed FO Fixed Int - USD Investment Grade since Jun 07 2023 to present
Funds managed previously
Fund Periods
Jupiter Investment Grade Bond since Jul 01 2020 to Jul 21 2023
Jupiter Monthly Income Bond since Jul 01 2020 to Sep 28 2020
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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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