PLEASE TELL US A LITTLE ABOUT YOURSELF SO THAT WE CAN DISPLAY THE MOST
APPROPRIATE CONTENT TO YOU:

This site uses cookies. Some of the cookies are essential for parts of the site to operate and have already been set. You may delete and block all cookies from this site, but if you do, parts of the site may not work. To find out more about cookies used on Trustnet and how you can manage them, see our Privacy and Cookie Policy.

By clicking "I Agree" below, you acknowledge that you accept our Privacy Policy and Terms of Use.

For more information Click here

Login

Password Reminder
Not Registered? Click Here

Register

Register
It's look like you're leaving us

What would you like us to do with the funds you've selected

Show me all my options Forget them Save them
Customise this table
You are here: Manager factsheet

Jeff Keen

 FE fundinfo Alpha Manager
Waverton Investment Management
pdfIcon Manager factsheet pdf    rss feed RSS Feed
Manager profile
Jeff joined the company in June 2009 and is a Director and head of Fixed Income. He is a member of the Asset Allocation Committee and has previously led the firm’s macro research. Jeff is the lead manager of the Waverton Global Strategic Bond Fund and the Waverton Sterling Bond Fund. He is also lead manager of the Waverton Protection Strategy which was launched in April 2016. He joined Waverton from TriAlpha Investment Advisors where he was CIO and Chairman of the Asset Allocation committee as well as lead manager on their global bond mandates including the TriAlpha International Bond Fund. Prior to this he worked for Colonial Mutual (which became First State) managing funds across a range of asset classes before becoming Head of UK Equities. Jeff graduated from Bristol University with a degree in Mathematics with Statistics in 1984. He is a Chartered Member of the Chartered Institute for Securities & Investment (CISI).
Total return for Jeff Keen
Manager career performance
Discrete calendar year performance : Jeff Keen

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
Jeff Keen 2.8 -5.7 -0.8 3.5 11.5 3.3 1.0 11.4 0.3 5.6
Peer Group Composite 2.8 -8.3 -6.2 0.2 5.9 3.7 -0.1 10.2 2.9 6.5
Over / Under 0.0 2.6 5.4 3.3 5.6 -0.4 1.1 1.2 -2.6 -0.9
Performance vs peer group composite: Jeff Keen
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
7 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
3 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
4 years
out of a possible 7
 
Falling markets
UpDown
Outperformed peer group composite
3 years
out of a possible 3
Funds currently managed
Fund Sole/Co-managed Sector Periods
Waverton Sterling Bond Lead manager FO Fixed Int - GBP Investment Grade since Jan 11 2010 to present
Waverton Global Strategic Bond Co-managed FO Fixed Int - Global since Jan 11 2010 to present
Funds managed previously
Fund Periods
No previously managed funds
News & Research: Related articles sector Sector fund Fund group Group manager Manager
Sector Square Mile ratings: Premier Miton, HSBC and Mercantile trust in, PIMCO out By Matteo Anelli  13-May-2024
Group The four European equity veteran managers still producing top returns By Jean-Baptiste Andrieux  10-May-2024
Sector The most consistent technology, healthcare and financial funds of the decade By Matteo Anelli  12-Apr-2024
Sector The global bond funds that keep delivering the most bang for your buck By Matteo Anelli  09-Apr-2024
Sector The experts’ perfect fund pairings for investing in bonds By Jean-Baptiste Andrieux  09-Apr-2024
Group Vanguard LifeStrategy and BNY Mellon Balanced: The perfect 10-year track records By Matteo Anelli  22-Mar-2024
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.

LATEST :

Five reasons to keep hold of your defensive funds

13:00 | Monday, January 20, 2014

Close

You are currently using an old browser which will not be supported by Trustnet after 31/07/2016. To ensure you benefit from all features on the site, please update your browser.   Close

© Trustnet Limited 2024. All Rights Reserved.
Please read our Terms of Use / Disclaimer and Privacy and Cookie Policy.
Data supplied in conjunction with Refinitiv and London Stock Exchange Plc