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Simon Somerville

Simon Somerville

About Simon Somerville

Born in Melbourne, Australia in 1967, Simon Somerville studied at Durham University, graduating in 1990 with a BA honours degree in Economics. Simon’s investment career began the following year with Cazenove Fund Management. In the course of his five years with the firm, Simon progressed to become head of global & Japanese equities, before moving on to Jupiter in 2005, where he is currently joint head of the far eastern equities team. Simon is responsible for Jupiter’s Japan Income fund and the Japan elements of both the Global Managed and Global Technology funds, using a 'Growth at Reasonable Price' approach to investing. Away from the office, Simon enjoys shooting, tennis, rugby and running, including marathon running. He has completed both the Tokyo and New York marathons.

Are you Simon Somerville?

Citywire Rating: Not Rated

2002

  • SNot rated in Sep 2002
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2003

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2004

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2005

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2006

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2007

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2008

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  • ARated A in Apr 2008
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2009

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2010

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2011

  • JRated A in Jan 2011
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2012

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  • MRated A in May 2012
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2013

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2014

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Performance

over : 31/10/2013 - 31/10/2014
Rank 40/61 Equity - Japan
Manager Return
38 Ruth Nash -1.5%
38 Scott McGlashan -1.5%
40 Simon Somerville -1.6%
41 Kazuyuki Terao -1.7%
42 Gerard Cawley -1.8%
42 James Salter -1.8%

Total Return

Month by Month Performance

Quarterly Performance

to 31/10/2014 Annual Q1 Q2 Q3 Q4
2014 -1.1% -7.8% 4.6% 2.4% 0.3%
2013 20.4% 18.4% 3.1% -0.3% -1.1%
2012 1.9% 5.4% -3.0% -4.3% 4.1%
2011 -12.5% -7.2% 2.0% -5.0% -2.6%
2010 23.5% 16.1% -6.1% -0.6% 13.9%
2009 1.0% 1.0%

Related News

BOJ bombshell: top managers react to surprise stimulus measure

While the Japanese central bank caught markets off guard with an expansion of QE, leading fund managers outline where next for Abenomics.

Jupiter's Somerville backs Japanese domestic recovery

A cut in Japan’s corporation tax and an increased allocation to equities by the government pension scheme will drive the stock market higher, according to Jupiter’s Simon Somerville.

Jupiter poaches BlackRock fixed income specialist

Jupiter Fund Management appoints Blackrock's Katharine Dryer as product specialist, fixed interest and multi-asset.

Jupiter rejigs Japan equity team

Dan Carter has been appointed as lead manager on the Jupiter Japan Select fund, taking over from Simon Somerville.

Jupiter's Somerville: Japan needs structural reform to sustain recovery

Citywire A-rated Somerville says Japan needs structural reforms to be successfully implemented before its sharp recovery becomes truly sustainable.

Is Abe able? Managers and insiders react to Japan election

Citywire Global team canvasses those in-the-know to find out whether Shinzo Abe can deliver on his 'truly wild' pre-election promises.  

Citywire Selection Watchlist: Jupiter Japan Income

Jupiter Japan Income fund manager Simon Somerville has been increasing his exposure to Japan's exporters and housebuilders as he looks to take advantage of a weakening yen and the post tsunami rebuilding programme.

Herbert the latest protégé to join Jupiter fund manager ranks

Gregory Herbert will manage the European portfolio of Jupiter's £250 million Global Managed fund, which is spearheaded by Simon Somerville.

Somerville replaces Chatfeild-Roberts on Jupiter Global Managed fund

Simon Somerville will replace Chatfeild-Roberts as lead manager on the £256 million Jupiter Global Managed fund.

Jupiter's Somerville named deputy to JCR on Global Managed fund

Jupiter's veteran Japan manager Simon Somerville has been made deputy fund manager on the firm's £275 million Jupiter Global Managed fund.

...more...

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