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You are here: Manager factsheet

Roger Jones
London & Capital
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Manager profile
He is an Investment Manager in the UK Core team, having joined F&C in September 2000. In addition to his fund responsibilities he analyses the leisure and transport sectors. Prior to joining F&C Roger was an RAF Navigation officer. Roger has an MSc in Investment Analysis from the University of Stirling.
Total return for Roger Jones
Manager career performance
Discrete calendar year performance : Roger Jones

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
Roger Jones 1.2 3.5 5.7 13.7 18.3 -3.4 15.1 -4.3 14.8 8.2
Peer Group Composite 1.9 11.4 -3.4 7.9 37.4 -8.3 7.9 1.5 26.5 7.5
Over / Under -0.7 -7.9 9.1 5.8 -19.1 4.9 7.2 -5.8 -11.7 0.7
Performance vs peer group composite: Roger Jones
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
5 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
5 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
3 years
out of a possible 8
 
Falling markets
UpDown
Outperformed peer group composite
2 years
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
LonCap Global Star Equity Lead manager FO Equity - International since Sep 01 2015 to present
LonCap Global Balanced Lead manager FO Mixed Asset - Balanced since Nov 04 2015 to present
Funds managed previously
Fund Periods
BMO UK Ethical since Sep 01 2002 to fund close
LonCap Global Defensive Equity since Sep 01 2015 to fund close
CT Select UK Equity since Sep 01 2006 to Sep 30 2008
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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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