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You are here: Manager factsheet

Ian Heslop
Jupiter Unit Trust Mgrs Ltd, Jupiter Asset Management
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Manager profile
Ian joined Old Mutual in 2000 and is head of global equities at Old Mutual Global Investors. He manages a range of hedge and retail funds and segregated mandates, including market neutral and long only funds. Ian boasts more than 20 years of investment experience and the team has won numerous awards for its funds. Prior to joining Old Mutual, Ian was a UK quantitative fund manager at Barclays Global Investors. He holds an MA in chemistry from the University of Oxford and a PhD in medicinal chemistry, University of Edinburgh. He is an associate of the Society of Investment Professionals.
Total return for Ian Heslop
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
 
 
 
 
 
53-89m
 
 
 
 
 
 
 
 
 
65-101m
 
 
 
 
 
 
 
 
 
77-113m
 
 
 
 
 
 
 
 
 
89-125m
 
 
 
 
 
 
 
 
 
101-137m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Ian Heslop

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
Ian Heslop 19.4 -0.4 7.8 39.6 -11.4 5.8 2.9 34.9 -0.5 23.9
Peer Group Composite 12.3 -1.3 5.1 38.0 -8.3 8.0 1.3 27.5 -1.7 18.5
Over / Under 7.1 0.9 2.7 1.6 -3.1 -2.2 1.6 7.4 1.2 5.4
Performance vs peer group composite: Ian Heslop
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
8 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
2 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
6 years
out of a possible 7
 
Falling markets
UpDown
Outperformed peer group composite
2 years
out of a possible 3
Funds currently managed
Fund Sole/Co-managed Sector Periods
Jupiter Merian Global Equity Co-managed IA Global since Nov 01 2007 to present
Jupiter Merian North American Equity Co-managed IA North America since Nov 01 2007 to present
Jupiter Merian Global Equity Absolute Return Co-managed IA Targeted Absolute Return since Jun 30 2009 to present
Jupiter Merian Asia Pacific Co-managed IA Asia Pacific Excluding Japan since Dec 12 2011 to present
Jupiter Merian World Equity Co-managed IA Global since Jun 25 2013 to present
Jupiter Merian North American Equity Fund (IRL) Co-managed FO Equity - North America since Nov 08 2013 to present
Jupiter Merian Global Equity Income (IRL) Co-managed IA Global Equity Income since Jul 31 2015 to present
Jupiter Asia Pacific Income Co-managed IA Asia Pacific Excluding Japan since May 18 2018 to present
Funds managed previously
Fund Periods
Old Mutual Japanese Equity since Apr 01 2009 to fund close
Old Mutual Global Technology RIP since Dec 01 2001 to fund close
Jupiter Merian US Equity Income since Nov 14 2017 to Oct 10 2022
Merian European Equity (ex UK) since Apr 01 2019 to fund close
Merian European Equity since Apr 01 2019 to Dec 06 2022
Old Mutual Japanese Equity since Apr 22 2013 to Jun 16 2016
Jupiter Merian Asian Equity Income since May 18 2018 to Jul 12 2017
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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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