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Manager factsheet
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Manager profile
Jeremy is CEO, Joint CIO and had a 14 year career in the City during which he worked in the Gilt market and co-founded an independent Gilt broker. He then spent 5 years as a professional investor in derivatives, trading a global macro derivatives book. He is a Chartered Fellow of the Chartered Institute for Securities & Investment and holds Financial Express Alpha Manager status.
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Jeremy Wharton is a Trustnet FE fundinfo Alpha Manager who has maintained a consistently high alpha score over a proven track record in rising and falling markets.
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Annualised total return over 19.6 years |
+3.4% |
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1 year |
3 years |
5 years |
7 years |
10 years |
| Jeremy Wharton |
7.8 |
3.6 |
8.7 |
12.6 |
22.1 |
Peer Group Composite
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8.0 |
-1.3 |
5.1 |
11.1 |
23.7 |
| Over / Under |
-0.2 |
4.9 |
3.6 |
1.5 |
-1.6 |
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Total return for Jeremy Wharton
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Discrete calendar year performance : Jeremy Wharton
Funds managed previously
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Periods |
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| No previously managed funds |
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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