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You are here: Manager factsheet

Jonathan Waghorn
Guinness Asset Management Ltd, Waystone Fund Services (UK) Li
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Manager profile
Role: Jonathan is portfolio manager on the Guinness Global Energy strategy and the Guinness Sustainable Energy strategy. Joined Guinness: 2013 Prior to Guinness: Jonathan has 20 years’ experience in the energy sector. He was a Shell drilling engineer in the Dutch North Sea and worked as an energy consultant with Wood Mackenzie before becoming co-head of Goldman Sachs energy equity research in 2000. He joined Investec as co-manager on the Investec Global Energy Fund in 2008 where he helped grow the energy franchise at Investec to a peak of nearly $3.5bn in 2011. Jonathan then joined Mercuria in 2012 to build an equities and fund management business based around the provision of external funds before joining Guinness Global Investors in 2013.
Total return for Jonathan Waghorn
Manager career performance
Discrete calendar year performance : Jonathan Waghorn

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 Waghorn 8.3 -9.0 12.0 42.0 -22.2 9.3 - - - -
Peer Group Composite 11.7 -4.8 -1.1 22.0 -1.6 8.4 - - - -
Over / Under -3.4 -4.2 13.1 20.0 -20.6 0.9 - - - -
Performance vs peer group composite: Jonathan Waghorn
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
3 years
out of a possible 6
 
Overall markets
Up
Underperformed peer group composite
3 years
out of a possible 6
 
Rising markets
UpDown
Outperformed peer group composite
2 years
out of a possible 3
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 3
Funds currently managed
Fund Sole/Co-managed Sector Periods
Guinness Global Energy Co-managed FO Commodity & Energy since Sep 09 2013 to present
Guinness Multi Asset Balanced Co-managed FO Mixed Asset - Balanced since Dec 28 2018 to present
Guinness Multi Asset Growth Co-managed FO Mixed Asset - Aggressive since Dec 28 2018 to present
Guinness Sustainable Energy Co-managed FO Commodity & Energy since Dec 31 2018 to present
WS Guinness Global Energy Co-managed UT Commodity/Natural Resources since Aug 01 2019 to present
WS Guinness Sustainable Energy Co-managed UT Commodity/Natural Resources since Dec 30 2022 to present
Funds managed previously
Fund Periods
Ninety One Global Energy since Feb 01 2008 to Apr 27 2012
Ninety One Global Energy since Mar 03 2008 to Mar 31 2012
Ninety One Global Energy Long Short since Dec 01 2008 to Apr 27 2012
Ninety One Enhanced Global Energy since Jan 04 2010 to Apr 27 2012
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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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