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

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David Lewis

David Lewis

This manager holds an Absolute Return Rating: View performance
Showing manager performance in Funds Insider View performance globally

About David Lewis

David joined Jupiter’s Private Client & Charities Team in November 2008 initially as a portfolio assistant before becoming an assistant fund manager in February 2010.In May of 2011 David joined the Jupiter Independent Funds Team as a portfolio manager. Before joining Jupiter, David worked at IFA Bestinvest as an assistant investment manager within their Discretionary Investment Management department. David is a CFA Chartholder and a Chartered Member of the Chartered Institute for Securities & Investments.

Invests in own strategies

Are you David Lewis?

Citywire Rating: Not Rated

2016

  • DNot rated in Dec 2016

2017

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

2018

  • JNot rated in Jan 2018
  • FNot rated in Feb 2018
  • MNot rated in Mar 2018
  • ANot rated in Apr 2018
  • MNot rated in May 2018
  • JNot rated in Jun 2018
  • JNot rated in Jul 2018
  • ANot rated in Aug 2018
  • SNot rated in Sep 2018
  • ONot rated in Oct 2018
  • NNot rated in Nov 2018
  • DNot rated in Dec 2018

2019

  • JNot rated in Jan 2019
  • FNot rated in Feb 2019
  • MNot rated in Mar 2019
  • ANot rated in Apr 2019
  • MNot rated in May 2019

Performance

over : 30/04/2018 - 30/04/2019
Rank 356/661 Equity - Global
Manager Return
355 Louise Keeling 7.4%
356 John Chatfeild-Roberts 7.4%
356 Algy Smith-Maxwell 7.4%
356 David Lewis 7.4%
356 Amanda Sillars 7.4%
356 Robert Taylor 7.4%

Total Return

Month by Month Performance

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 7.7%
2018 -4.2% -4.6% 7.7% 2.8% -9.2%
2017 11.1% 4.3% 0.8% 0.5% 5.2%
2016 17.8% 0.0% 5.0% 8.1% 3.8%
2015 4.0% 7.6% -4.9% -5.5% 7.5%
2014 0.8% 5.0%

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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.