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You are here: Manager factsheet

Jacob Reynolds
Courtiers Asset Management Lim
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Manager profile
After graduating with a degree in Economics and Econometrics, Jake (as he’s known in the office) joined Schroders where he spent eight happy years before moving to Courtiers. Jake earned the IMC (Investment Management Certificate) whilst at university and subsequently attained his CFA charter and Certificate in Quantitative Finance. He brings a wealth of quantitative investment skills to the Courtiers Investment Team.
Total return for Jacob Reynolds
Manager career performance
Discrete calendar year performance : Jacob Reynolds

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
Jacob Reynolds 6.3 -3.0 0.8 - - - - - - -
Peer Group Composite 8.9 0.4 3.2 - - - - - - -
Over / Under -2.6 -3.4 -2.4 - - - - - - -
Performance vs peer group composite: Jacob Reynolds
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
0 years
out of a possible 3
 
Overall markets
Up
Underperformed peer group composite
3 years
out of a possible 3
 
Rising markets
UpDown
Outperformed peer group composite
0 years
out of a possible 3
 
Falling markets
UpDown
Outperformed peer group composite
0 years
out of a possible 0
Funds currently managed
Fund Sole/Co-managed Sector Periods
Courtiers Global (ex UK) Equity Income Co-managed (deputy) UT Global Equity Income since Mar 01 2021 to present
Courtiers Investment Grade Bond Co-managed (deputy) UT Global Bonds since Mar 01 2021 to present
Courtiers UK Equity Income Co-managed (deputy) UT UK Equity Income since Mar 01 2021 to present
Courtiers Ethical Value Equity Co-managed UT Global since Oct 01 2022 to present
Funds managed previously
Fund Periods
No previously managed funds
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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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