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Steve Davies

Steve Davies

Showing manager performance in United Kingdom View performance globally

About Steve Davies

Steve Davies joined Jupiter in 2007 and manages a UK equity unit trust, before which he was head of the retail research team at Numis Securities. Steve also worked as a senior retail analyst for Retail Intelligence before moving to PricewaterhouseCoopers, where he was appointed Assistant Director of the Retail and Branded Goods team. He has a degree in Philosophy, Politics and Economics from Oxford University.

Invests in own strategies

Are you Steve Davies?
Funds Managed
  1. Jupiter UK Growth

Citywire Rating: AA rated


  • JRated AA in Jul 2014
  • ARated AAA in Aug 2014
  • SRated AAA in Sep 2014
  • ORated AAA in Oct 2014
  • NRated AAA in Nov 2014
  • DRated AAA in Dec 2014


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


  • JRated AA in Jan 2016


Equity - UK (All Companies)
over : 31/12/2014 - 31/12/2015

Total Return

Month by Month Performance

Quarterly Performance

to 31/12/2015 Annual Q1 Q2 Q3 Q4
2015 7.1% 5.1% 4.7% -6.1% 3.7%
2014 7.1% 0.5% -2.8% 1.8% 7.7%
2013 30.7% 9.2% 2.6% 7.2% 8.8%
2012 28.4% 8.8% -2.5% 9.6% 10.3%

Related News

Taxicab Tenner: Jupiter's Steve Davies

In the seventh episode of the series, Jupiter's AAA-rated Davies discusses the struggle to find value in today's market. 

Jupiter replaces Curling on UK Smaller Companies fund

Assistant fund manager James Zimmerman will replace Curling on the fund.

Jupiter's AAA-rated Davies reduces cash on election result

Jupiter fund manager Steve Davies is confident the UK consumer will benefit from the outcome.

Jupiter's Ian McVeigh steps back for new corporate governance role

Ian McVeigh has stepped back from day to day fund management at Jupiter to take up the newly created head of corporate governance role.

Jupiter's Davies: Lloyds and RBS could jump 50%

Steve Davies has made a punchy call on Lloyds and RBS's share price with a little under two months to go before the UK election.

Jeremy Lang: 'Squeaky clean' TSB is an 'unusual' beast

The Ardevora fund managers feels vindicated as the only bank he trusted, TSB, was on the end of £1.7bn bid from Banco Sabadell.  

Why Jupiter's AAA-rated Davies has been buying Man United

Davies believes the football club’s recent on-pitch struggles have created a valuation opportunity.

What does 2015 hold for dividends?

Last year will not be remembered as a halcyon one for income investors but there is hope the ingrained trend of slowing dividend growth could turn in 2015.

Jupiter's AAA-rated Davies' election plan

The manager of the Jupiter UK Growth fund expects to raise cash levels in the event of a Labour victory.

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.

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.