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This Fund Manager Rating is based on the Citywire Long Only ratings methodology

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Rhys Petheram

Rhys Petheram

Showing manager performance in United Kingdom View performance globally

About Rhys Petheram

Before joining Jupiter, Rhys Petheram was an analyst at Towers Perrin Australia and a credit analyst for utilities at Moody's Investor Services. Rhys has a degree in Commerce (Finance) and a Diploma in Modern Languages (Indonesian), both from the University of Melbourne, and is also a CFA charterholder.

Invests in own strategies

Are you Rhys Petheram?

Citywire Rating: Not Rated

2013

  • JNot rated in Jan 2013
  • FNot rated in Feb 2013
  • MNot rated in Mar 2013
  • ANot rated in Apr 2013
  • MNot rated in May 2013
  • JNot rated in Jun 2013
  • JNot rated in Jul 2013
  • ANot rated in Aug 2013
  • SRated A in Sep 2013
  • ORated A in Oct 2013
  • NRated A in Nov 2013
  • DRated A in Dec 2013

2014

  • JRated A in Jan 2014
  • FRated A in Feb 2014
  • MRated A in Mar 2014
  • ARated A in Apr 2014
  • MRated A in May 2014
  • JRated A in Jun 2014
  • JRated A in Jul 2014
  • ARated A in Aug 2014
  • SRated A in Sep 2014
  • ORated A in Oct 2014
  • NRated AA in Nov 2014
  • DRated AA in Dec 2014

2015

  • JRated AA in Jan 2015
  • FRated A in Feb 2015
  • MRated AA in Mar 2015
  • ARated Plus in Apr 2015
  • MRated A in May 2015
  • JRated A in Jun 2015
  • JRated A in Jul 2015
  • ARated A in Aug 2015
  • SRated A in Sep 2015
  • ORated Plus in Oct 2015
  • NRated Plus in Nov 2015
  • DRated Plus in Dec 2015

2016

  • JRated A in Jan 2016
  • FRated Plus in Feb 2016
  • MRated Plus in Mar 2016
  • ARated Plus in Apr 2016
  • MRated Plus in May 2016
  • JNot rated in Jun 2016
  • JNot rated in Jul 2016
  • ANot rated in Aug 2016
  • SNot rated in Sep 2016
  • ONot rated in Oct 2016
  • NNot rated in Nov 2016
  • DNot rated in Dec 2016

2017

  • JRated Plus in Jan 2017
  • FRated Plus in Feb 2017
  • MRated Plus in Mar 2017
  • ARated Plus in Apr 2017
  • MRated Plus in May 2017
  • JRated Plus in Jun 2017
  • JRated Plus in Jul 2017
  • ARated Plus in Aug 2017
  • SRated Plus in Sep 2017
  • ORated Plus in Oct 2017
  • NRated Plus in Nov 2017
  • DNot rated in Dec 2017

Performance

over : 30/11/2016 - 30/11/2017

Total Return

Month by Month Performance

Quarterly Performance

to 30/09/2017 Annual Q1 Q2 Q3 Q4
2017 4.1% 2.6% 1.6%
2016 9.5% -1.1% -0.3% 8.6% 2.3%
2015 7.3% 5.9% -0.2% -3.1% 4.8%
2014 5.0% 1.1% 2.6% -0.4% 1.7%
2013 3.3% 6.3%

Related News

Jupiter names Gunn as Growth & Income fund manager

Jupiter has appointed Alastair Gunn as the manager of its Growth & Income fund, following the departure of Chris Watt in early 2016.

Jupiter launches sustainable investment multi-asset fund

Global Ecology Diversified SICAV targets a variety of equity, bond and convertible debt opportunities across global markets.

Jupiter unveils Enhanced Income fund

The Jupiter Enhanced Distribution Fund is managed by Citywire rated duo Alastair Gunn and Rhys Petheram and targets a 4% yield.  

Jupiter poised for double income fund launch

Jupiter sees ‘significant opportunities’ for ‘high alpha active managers’, as it plans an Asian Income and Enhanced Income funds.

Petheram replaces Bezalel on Jupiter High & Monthly Income funds

Rhys Petheram is to take over the fixed income portion of the Jupiter High Income Fund from Ariel Bezalel in the New Year.

Why Dart Capital remains defensive and is dodging behemoth bond funds

Dart Capital chief executive Richard Whitehead continues to back blue chips and has moved into short-dated gilts and corporate bonds in a bid to reduce volatility

Jupiter names Matthews successor after exit for Schroders

Jupiter's Chris Watt will take over Philip Matthews' Growth & Income and UK Alpha funds, while Alastair Gunn is to lead Anthony Nutt's High Income fund.

The funds powering Chatfeild-Roberts' new conservative vehicle

Jupiter chief investment officer John Chatfeild-Roberts has revealed some the funds which will power his conservative fund, scheduled for launch at the end of September.

Hamilton to exit as Jupiter merges bond and multi asset teams

Jupiter Asset Management has appointed Miles Geldard as head of its newly-combined fixed income and multi asset team, which will see fixed income boss John Hamilton leave the firm.

Citywire Discovery Source: Citywire Discovery Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated)..Portions of the information contained on this page was derived by Citywire Financial Publishers Ltd using content supplied by Lipper, A Reuters Company.