Richard Watts, CFA

AAA
12 Years of experience

Professional background

Joined the companyin 2002. Equity Analyst, Orbis Investment Advisory. Senior Associate, PwC.

Educational background

Degree in Mathematical Sciences, University of Oxford.

Performance

16.01%

Manager Annualised Return Since Inception

15.27%

Benchmark Annualised Return since Inception

Manager Performance

Manager

Benchmark

Dif.

Inception

16.01%
15.27%
0.74%

10Y

13.88%
9.21%
4.67%

5Y

11.97%
8.54%
3.43%

Data as at 30 June 2021.

Risk Statement / Disclaimer: Data is collected by Vadevalor. Care has been taken to ensure that the information is accurate, but Vadevalor neither warrants nor guarantees the contents, nor does it accept any responsibility for errors, inaccuracies or omissions herein. Past performance does not necessarily indicate future returns and should not be the sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise. This listing is for informational purposes only. You should not construe any of this material as investment, financial or other advice.

Jupiter UK Mid Cap
Value investing using fundamental analysis
Benchmark
FTSE 250 ex Investment Trusts TR
Class
Class I Acc
ISIN
GB00B1XG9482
AUM
£ 3,680,000,000
Ongoing Charges
1.07%