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

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Jane Davies

Jane Davies

Showing manager performance in United Kingdom View performance globally

About Jane Davies

Jane Davies is a Senior Portfolio Manager at HSBC Global Asset Management and has been managing the World Selection Portfolios and World Index Portfolio ranges since launch. She has been extensively involved in the development of the investment approach used to manage HSBC’s Wealth products. Jane has 16 years portfolio management experience with HSBC Group, focusing on multi-asset portfolio management and asset allocation. Her previous roles include Head of Global Investment Solutions, with responsibility for developing and structuring investment solutions for clients globally, including strategic asset allocation modelling and portfolio construction. Prior to that, Jane was Head of Multimanager for the UK and Middle East and also worked within the Tactical Investment Unit of HSBC Global Asset Management, focusing on tactical asset allocation and derivatives. Jane is a qualified Chartered Financial Analyst (CFA), holds the Investment Management Certificate (FSA, UK), is a Member of the Society of Technical Analysts (MSTA), and holds a First Class BSc (Hons.) degree in Psychology and Philosophy from the University of Leeds.

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Citywire Rating: + rated

2014

  • JNot rated in Jun 2014
  • JNot rated in Jul 2014
  • ARated Plus in Aug 2014
  • SNot rated in Sep 2014
  • ONot rated in Oct 2014
  • NRated Plus in Nov 2014
  • DRated A in Dec 2014

2015

  • JRated A in Jan 2015
  • FRated A in Feb 2015
  • MRated Plus in Mar 2015
  • ARated A in Apr 2015
  • MRated Plus in May 2015
  • JRated A in Jun 2015
  • JRated A in Jul 2015
  • ARated Plus in Aug 2015
  • SRated Plus in Sep 2015
  • ONot rated in Oct 2015
  • NRated Plus in Nov 2015
  • DRated Plus in Dec 2015

2016

  • JRated Plus in Jan 2016
  • FNot rated in Feb 2016
  • MNot rated in Mar 2016
  • ARated Plus in Apr 2016
  • MRated Plus in May 2016
  • JRated Plus in Jun 2016
  • JRated Plus in Jul 2016
  • ARated A in Aug 2016
  • SRated A in Sep 2016
  • ORated Plus in Oct 2016
  • NRated A in Nov 2016
  • DRated A in Dec 2016

2017

  • JRated A in Jan 2017
  • FRated AA in Feb 2017
  • MRated AA in Mar 2017
  • ARated AA in Apr 2017
  • MRated AA in May 2017
  • JRated AA in Jun 2017
  • JRated AA in Jul 2017
  • ARated AA in Aug 2017
  • SRated AA in Sep 2017
  • ORated AA in Oct 2017
  • NRated AA in Nov 2017
  • DRated AA in Dec 2017

2018

  • JRated Plus in Jan 2018
  • FRated A in Feb 2018
  • MRated A in Mar 2018
  • ARated Plus in Apr 2018
  • MRated Plus in May 2018
  • JRated Plus in Jun 2018
  • JRated Plus in Jul 2018
  • ARated Plus in Aug 2018
  • SRated A in Sep 2018
  • ORated A in Oct 2018
  • NRated Plus in Nov 2018
  • DRated A in Dec 2018

2019

  • JRated Plus in Jan 2019
  • FRated A in Feb 2019
  • MRated A in Mar 2019
  • ARated A in Apr 2019
  • MRated A in May 2019
  • JRated Plus in Jun 2019

Performance

over : 31/05/2018 - 31/05/2019

Total Return

Month by Month Performance

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 5.8%
2018 -3.0% -3.0% 2.5% 1.4% -3.8%
2017 4.7% 2.1% 0.2% 0.2% 2.2%
2016 12.8% 2.8% 3.9% 4.7% 0.9%
2015 0.4% 3.4% -3.1% -3.0% 3.3%
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.