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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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Citywire Rating: + rated

2014

  • 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

2015

  • 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

2016

  • 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
  • JRated AA in Jun 2016
  • JNot rated in Jul 2016
  • ARated Plus in Aug 2016

Performance

Equity - UK (All Companies)
over : 31/07/2015 - 31/07/2016
Manager Return
168 Henry Flockhart -7.3%
169 Michael Felton -7.5%
170 Steve Davies -7.9%
171 Andrew Kelly -8.0%
171 Jeremy Hall -8.0%

Total Return

Month by Month Performance

Quarterly Performance

to 30/06/2016 Annual Q1 Q2 Q3 Q4
2016 -5.4% -7.4%
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

Jupiter's Davies buys 'bombed out' domestics

However the Jupiter UK Growth manager does expect a 'mild recession' to hit the UK.

Jupiter Merlin sold Artemis Income ahead of Gosden shock

Jupiter's multi-manager team sold the £6 billion income fund in the weeks before manager Adrian Gosden's surprise exit was announced.  

The funds which dived and thrived in 'Brexit' turmoil

Global stock markets dived on Friday, and so did many funds, but others managed equally remarkable gains.

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.

...more...
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.