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You are here: Manager factsheet

John Surplice
Invesco Management S.A., Invesco Fund Managers Ltd
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Manager profile
John is Head of EMEA Fundamental Equities in Henley and Co-Head of the European Equities team. Having started managing money in 1997, John was appointed lead fund manager of the flagship offshore Invesco Pan European Equity Fund in July 2003. Since the end of 2020, he has also been lead fund manager of the flagship onshore Invesco European Equity Fund (UK). He is also a named manager on the more concentrated European Focus strategies alongside James Rutland. Additionally, John has experience in managing a number of Continental and Pan European institutional mandates. John began his career in 1992 at Price Waterhouse, where he qualified as a chartered accountant before joining Invesco in 1995. John holds an MA (Honours) in Economics from Edinburgh University.
Total return for John Surplice
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 : John Surplice

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
John Surplice 7.5 11.6 5.7 46.1 -20.4 -5.1 3.1 24.8 -8.4 4.1
Peer Group Composite 10.7 6.0 4.1 37.1 -10.8 0.1 3.2 20.3 -1.7 5.6
Over / Under -3.2 5.6 1.6 9.0 -9.6 -5.2 -0.1 4.5 -6.7 -1.5
Performance vs peer group composite: John Surplice
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
4 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
6 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
4 years
out of a possible 8
 
Falling markets
UpDown
Outperformed peer group composite
0 years
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
Invesco Pan European Equity Co-managed FO Equity - Europe inc UK since Jul 01 2003 to present
Invesco Pan European Focus Equity Co-managed FO Equity - Europe inc UK since Jul 07 2011 to present
Invesco European Focus (UK) Co-managed IA Europe Excluding UK since Mar 29 2019 to present
Invesco European Equity (UK) Co-managed IA Europe Excluding UK since Mar 31 2020 to present
Funds managed previously
Fund Periods
Invesco Pan European High Income since Apr 01 2007 to Jan 31 2012
Invesco Continental European Equity since Jan 31 2020 to fund close
Invesco European Growth Fund since Jun 01 2007 to Dec 31 2007
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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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