Harry Richards

Toolset

Fund Performance

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Manager factsheet

Harry Richards
Jupiter Unit Trust Mgrs Ltd, Jupiter Asset Management
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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.

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Annualised total return over 6.5 years

+0.1%

Cumulative performance (% growth)

	1 year	3 years	5 years	7 years	10 years
Harry Richards	8.4	-10.9	-5.5	-	-
Peer Group Composite	7.3	-3.4	2.0	-	-
Over / Under	1.1	-7.5	-7.5	-	-

Total return for Harry Richards

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

Discrete performance

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

Harry Richards	8.4	0.4	-18.2	-0.6	6.8	7.1	-0.2	-	-	-
Peer Group Composite	7.3	2.2	-11.9	0.5	5.0	7.2	-0.2	-	-	-
Over / Under	1.1	-1.8	-6.3	-1.1	1.8	-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

Outperformed peer group composite

3 years

out of a possible 7

Overall markets

Underperformed peer group composite

4 years

out of a possible 7

Rising markets

Outperformed peer group composite

2 years

out of a possible 5

Falling markets

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