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

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Steve Davies

Steve Davies

Citywire Rating: AAA rated


  • JRated AA in Jul 2014
  • ARated AAA in Aug 2014
  • SRated AAA in Sep 2014


Equity - UK (All Companies)
over : 31/08/2013 - 31/08/2014
Manager Return
49 James de Uphaugh 12.1%
50 Ivor Pether 11.8%
51 Steve Davies 11.8%
52 Alex Breese 11.5%
53 Scott MacLennan 11.5%

Total Return

Month by Month Performance

Quarterly Performance

to 31/08/2014 Annual Q1 Q2 Q3 Q4
2014 1.3% 0.7% -3.1% 3.8%
2013 27.3% 7.5% 2.2% 6.4% 8.9%
2012 28.4% 8.8% -2.5% 9.6% 10.3%

Related News

Jupiter's Davies: three reasons why Lloyds' dividend may beat forecasts

Jupiter fund manager Steve Davies explains why when Lloyds eventually resume its dividend it could surprise on the upside.

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.