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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: Not 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
  • JRated AA in Jun 2016
  • JNot rated in Jul 2016
  • ARated Plus in Aug 2016
  • SRated Plus in Sep 2016
  • ONot rated in Oct 2016
  • NNot rated in Nov 2016
  • DNot rated in Dec 2016


  • JNot rated in Jan 2017
  • FNot rated in Feb 2017
  • MNot rated in Mar 2017
  • ANot rated in Apr 2017
  • MRated A in May 2017
  • JRated Plus in Jun 2017
  • JRated Plus in Jul 2017
  • ARated Plus in Aug 2017
  • SNot rated in Sep 2017
  • ONot rated in Oct 2017
  • NNot rated in Nov 2017
  • DNot rated in Dec 2017


  • JNot rated in Jan 2018
  • FNot rated in Feb 2018
  • MNot rated in Mar 2018
  • ANot rated in Apr 2018


Equity - UK (All Companies)
over : 31/03/2015 - 31/03/2018
Manager Return
138 Christopher Rodgers 6.3%
139 James Griffin 6.2%
140 Steve Davies 5.6%
141 Nick Judge 5.2%
141 Charles Long 5.2%

Total Return

Month by Month Performance

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -4.3%
2017 6.8% 6.3% 1.1% -0.1% -0.4%
2016 1.3% -5.4% -7.4% 10.2% 4.9%
2015 7.1% 5.1% 4.7% -6.1% 3.7%
2014 7.1% 0.5% -2.8% 1.8% 7.7%
2013 2.6% 7.2% 8.8%

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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.