PLEASE TELL US A LITTLE ABOUT YOURSELF SO THAT WE CAN DISPLAY THE MOST
APPROPRIATE CONTENT TO YOU:

This site uses cookies. Some of the cookies are essential for parts of the site to operate and have already been set. You may delete and block all cookies from this site, but if you do, parts of the site may not work. To find out more about cookies used on Trustnet and how you can manage them, see our Privacy and Cookie Policy.

By clicking "I Agree" below, you acknowledge that you accept our Privacy Policy and Terms of Use.

For more information Click here

Login

Password Reminder
Not Registered? Click Here

Register

Register
It's look like you're leaving us

What would you like us to do with the funds you've selected

Show me all my options Forget them Save them
Customise this table
You are here: Manager factsheet

Rhys Davies
Invesco Fund Managers Ltd, St. Jamess Place UT Group Ltd
pdfIcon Manager factsheet pdf    rss feed RSS Feed
Manager profile
Rhys is a portfolio manager and senior credit analyst. He began his investment career in January 2002. In 2014 he was appointed deputy fund manager for the City Merchants High Yield Trust Limited and the Invesco Perpetual Enhanced Income Limited. He holds a BSc (Hons) in Management Science from the University of Manchester and is a CFA Charterholder.
Total return for Rhys Davies
Manager career performance
Discrete calendar year performance : Rhys Davies

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
Rhys Davies 13.3 6.4 -11.8 13.7 -8.2 4.0 -6.5 6.4 9.8 0.3
Peer Group Composite 10.3 5.7 -11.0 5.5 -3.5 3.0 1.2 2.5 20.9 -0.3
Over / Under 3.0 0.7 -0.8 8.2 -4.7 1.0 -7.7 3.9 -11.1 0.6
Performance vs peer group composite: Rhys Davies
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
6 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
4 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
5 years
out of a possible 7
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 3
Funds currently managed
Fund Sole/Co-managed Sector Periods
Invesco Bond Income Plus Limited Co-managed IT Debt - Loans & Bonds since Jul 03 2014 to present
Invesco Monthly Income Plus (UK) Co-managed IA Sterling Strategic Bond since Aug 31 2020 to present
SJP Corporate Bond Co-managed IA Unclassified since Jan 01 2022 to present
Funds managed previously
Fund Periods
Invesco Enhanced Income Limited since Jun 14 2016 to fund close
Invesco Enhanced Income Limited since Jun 02 2014 to Jun 13 2016
News & Research: Related articles sector Sector fund Fund group Group manager Manager
Sector Off the beaten track: Five esoteric investment companies that Law Debenture is backing By Emma Wallis  18-Nov-2024
Group Mixed asset, equity income and Trump trades: The funds that investors have been eyeing in 2024’s second half By Gary Jackson  15-Nov-2024
Group How will US equity markets behave during Trump’s second term? By Emma Wallis  08-Nov-2024
Group Three funds to consider in an uncertain bond market By Gary Jackson  05-Nov-2024
Group Have your cake and eat it too: Emerging markets funds with the best risk-adjusted returns By Patrick Sanders  05-Nov-2024
Group Five funds for an emerging markets revival By Gary Jackson  30-Oct-2024
Sector Six reasons to invest in corporate credit By Pieter Staelens  21-Oct-2024
Group Invesco’s global equity chief: When we make a mistake, we rub our noses in it By Emma Wallis  14-Oct-2024
Group Invesco: In income land, managers risk holding a lot of similar companies By Emma Wallis  11-Oct-2024
Group The UK funds with the best risk-adjusted returns over five years By Patrick Sanders  08-Oct-2024
Group Bond funds to pair up in bull and bear markets By Emma Wallis  24-Sep-2024
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.

LATEST :

Five reasons to keep hold of your defensive funds

13:00 | Monday, January 20, 2014

Close

You are currently using an old browser which will not be supported by Trustnet after 31/07/2016. To ensure you benefit from all features on the site, please update your browser.   Close

© Trustnet Limited 2024. All Rights Reserved.
Please read our Terms of Use / Disclaimer and Privacy and Cookie Policy.
Data supplied in conjunction with Refinitiv and London Stock Exchange Plc