Jonathan Gregory

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Manager factsheet

Jonathan Gregory
UBS AG
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Manager profile

Jonathan Gregory is Head of Fixed Income in the UK and a senior portfolio manager in the Fixed Income team. He is the lead portfolio manager on all Global Aggregate, Global Credit and UK Fixed Income strategies. He is responsible for all investment decisions taken for and implemented in these strategies. Jonathan is a member of the Fixed Income Investment Forum. Jonathan joined UBS Asset Management in 2010, having previously been Head of Credit and Portfolio Manager at Western Asset Management between 1998 and 2009. In that role he was responsible for managing Global, Euro and Sterling corporate bond portfolios and had significant involvement in the credit allocation for Global, Euro and UK aggregate portfolios. Prior to his 11 years at Western, Jonathan worked for NatWest Markets as a credit rating analyst and in corporate banking. He began his career in the mortgage industry as a loan officer and underwriter.

FOLLOW ON FUNDSWIRE

Annualised total return over 14.5 years

+2.3%

Cumulative performance (% growth)

	1 year	3 years	5 years	7 years	10 years
Jonathan Gregory	1.6	-3.9	-3.3	8.9	12.0
Peer Group Composite	3.0	5.1	5.6	15.5	24.1
Over / Under	-1.4	-9.0	-8.9	-6.6	-12.1

Total return for Jonathan Gregory

Discrete calendar year performance : Jonathan Gregory

Discrete performance

	0-12m	12-24m	24-36m	36-48m	48-60m	60-72m	72-84m	84-96m	96-108m	108-120m

Jonathan Gregory	1.6	0.8	-6.2	0.2	0.5	8.4	5.5	-4.3	6.5	0.9
Peer Group Composite	3.0	2.7	-0.6	-1.1	1.6	3.5	5.7	-2.9	10.3	0.3
Over / Under	-1.4	-1.9	-5.6	1.3	-1.1	4.9	-0.2	-1.4	-3.8	0.6

Performance vs peer group composite: Jonathan Gregory

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

Outperformed peer group composite

3 years

out of a possible 10

Overall markets

Underperformed peer group composite

7 years

out of a possible 10

Rising markets

Outperformed peer group composite

2 years

out of a possible 7

Falling markets

Outperformed peer group composite

1 year

out of a possible 3

Funds currently managed

Fund	Sole/Co-managed	Sector	Periods

UBS (Lux) Bond SICAV - Global Corporates (USD)	Co-managed	FO Fixed Int - USD Corporate Bond	since Feb 21 2014 to present
UBS (Lux) Bond - Global Flexible	Co-managed (deputy)	FO Fixed Int - Global	since Jan 04 2016 to present
UBS Global SDG Corporates Sustainable (USD)	Co-managed	FO Fixed Int - USD Corporate Bond	since Oct 26 2022 to present

Funds managed previously

Fund	Periods

UBS Corporate Bond UK Plus	since Nov 09 2010 to fund close
UBS Corporate Bond UK Plus	since May 14 2012 to Jul 31 2017
UBS Fixed Interest UK Plus	since Jan 01 2011 to fund close
UBS Absolute Return Bond	since Jan 01 2011 to Jul 03 2013
UBS Long Dated Corporate Bond UK Plus	since May 14 2012 to fund close