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You are here: Manager factsheet

Rhys Davies
Invesco Fund Managers Ltd, St. Jamess Place UT Group Ltd
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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 11.7 6.4 -11.6 5.5 -3.5 3.0 1.2 2.5 20.9 -0.3
Over / Under 1.6 0.0 -0.2 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
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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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