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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

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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
  • FRated AA in Feb 2016
  • MRated AA in Mar 2016
  • ARated AA in Apr 2016
  • MRated AA in May 2016


Equity - UK (All Companies)
over : 30/04/2015 - 30/04/2016
Manager Return
152 Nick Judge -7.5%
152 Charles Long -7.5%
154 Steve Davies -7.5%
155 Clive Ward -7.7%
156 Charles Hepworth -7.7%
156 James McDaid -7.7%

Total Return

Month by Month Performance

Quarterly Performance

to 31/03/2016 Annual Q1 Q2 Q3 Q4
2016 -8.6%
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

Shareholders approve Jupiter Global trust makeover

The trust been renamed the Jupiter UK Growth investment trust.

Trust Insider: Jupiter Global plans third reinvention in unfashionable sector

AA-rated Davies to take on Jupiter Global trust in UK makeover

The 44-year old Jupiter Global trust is looking to become a UK Growth fund with AA-rated Steve Davies replacing Richard Curling at the helm.

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.

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.