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You are here: Manager factsheet

Jonathan Gumpel
Margetts Fund Management
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Manager profile
Jon co-founded Brooks’ Macdonald Group plc in 1991 and Managed Brook’s funds business, including the multi award-winning Defensive Capital Fund which he grew from £15 to over £700m over 9 years. He also oversaw Brook’s discretionary investment strategy from 1991 to 2021 and its MPS strategy; one of the first of its kind in the UK market. A proven multi-asset manager with over 35 years’ experience, Jon was an early adopter of many alternative asset and derivative strategies to great effect, in both fund and discretionary format. He has worked consistently with quantitative analysis techniques and has developed a hedge-fund quality proprietary system for his current Defensive Opportunities UCITS fund (previous SVS Aubrey Citadel Fund) and third-party mandate (Sentinel Navigator). The Fund and Mandate were #1 & 2 in performance terms in the IA Mixed Asset 20/60% Equity sector in 2025.
Total return for Jonathan Gumpel
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
 
 
 
 
 
79-115m
 
 
 
 
 
 
 
 
 
91-127m
 
 
 
 
 
 
 
 
 
103-139m
 
 
 
 
 
 
 
 
 
115-151m
 
 
 
 
 
 
 
 
 
127-163m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Jonathan Gumpel

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
Jonathan Gumpel - - 6.2 -6.7 - - - 1.7 0.3 11.4
Peer Group Composite - - 8.4 -1.1 - - - -0.9 0.5 3.9
Over / Under - - -2.2 -5.6 - - - 2.6 -0.2 7.5
Performance vs peer group composite: Jonathan Gumpel
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
Margetts MGTS Downing Diversified Opportunities Lead manager IA Unclassified since May 15 2026 to present
Funds managed previously
Fund Periods
SVS Brooks Macdonald Defensive Capital since Mar 29 2010 to Sep 30 2019
SVS Aubrey Citadel since Aug 31 2022 to fund close
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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Five reasons to keep hold of your defensive funds

13:00 | Monday, January 20, 2014

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