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You are here: Manager factsheet

Jamie Ward

CRUX Asset Management Limited
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Trustnet verdict
Overall, performing better than the peer group composite. However, over a fairly lengthy track record, the manager has under-performed the peer group more often than not. stock picking has made a contribution to results, which have tended to be similar in rising and falling markets.
Manager profile
Jamie has more than 12 years of experience in the industry and currently manages the TM CRUX UK Core Fund and the TM CRUX UK Opportunities Fund. He began his career as a Fund Manager at Brown Shipley, moving on to be an equity analyst at Investec and Williams de Broë with responsibility for several sectors. After this, Jamie was an equity analyst at boutique hedge fund manager Wolos Capital. He joined Oriel Asset Management in 2014 to run what is now the TM CRUX UK Core Fund; moving to CRUX Asset Management at the start of 2017. Jamie graduated with a first-class degree in Mathematics from the University of Hull and is a CFA charter holder.
Total return for Jamie Ward
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
 
 
 
 
 
11-47m
 
 
 
 
 
 
 
 
 
23-59m
 
 
 
 
 
 
 
 
 
35-71m
 
 
 
 
 
 
 
 
 
47-83m
 
 
 
 
 
 
 
 
 
48-84m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Jamie Ward

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
Jamie Ward -12.4 3.6 3.8 10.5 15.0 - - - - -
Peer Group Composite -9.0 -3.0 6.6 13.7 6.6 - - - - -
Over / Under -3.4 6.6 -2.8 -3.2 8.4 - - - - -
Performance vs peer group composite: Jamie Ward
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
2 years
out of a possible 5
 
Overall markets
Up
Underperformed peer group composite
3 years
out of a possible 5
 
Rising markets
UpDown
Outperformed peer group composite
1 year
out of a possible 3
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
TM CRUX UK Core Lead manager IA UK All Companies since Jan 01 2016 to present
Funds managed previously
Fund Periods
TM CRUX UK Opportunities since Dec 02 2019 to Jul 10 2020
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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