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Jenny Jones

Jenny Jones

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

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A keen tennis player and theatre goer, Jenny Jones was educated at Yale University, New York, where she achieved a BA (hons) in Political Science and a MBA in Finance. Jones started her career at Drexel Burnham in 1980 and became a fund manager in 1983 when she moved to the Mutual of America Life Insurance Company. She is now the head of US Small Cap Equity. With nearly £1 billion under management spread across her range of Schroder US funds, Jones and her team aim to achieve capital growth focusing on growing and profitable companies that stand at a reasonable valuation relative to their earnings growth prospects.

Citywire Rating: + rated

not rated

2013

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2014

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2015

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2016

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2017

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2018

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sector performance

funds managed

fund total return standard deviation max drawdown
Hartford Schroders US Sm Cap Opportunities Fd;I 35.0 % 11.2 -11.8 %
Wells Fargo Small Cap Opp Fd;Adm 35.3 % 11.3 -11.8 %

League Table - Rank 73/305 (1st quartile)

rank Manager Return
71 Jeff John 71. Jeff John 35.2%
71 Miles Lewis 71. Miles Lewis 35.2%
73 Jenny Jones 73. Jenny Jones 35.2%
74 Len Ioffe 74. Len Ioffe 35.1%
74 Dennis Walsh 74. Dennis Walsh 35.1%
74 Osman Ali 74. Osman Ali 35.1%
View full league table

Total Return

Month by Month Performance

Quarterly (to 31/12/2017)

year Annual Q1 Q2 Q3 Q4
2017 14.8% 3.9% 2.8% 3.4% 3.9%
2016 19.4% 1.7% 2.7% 6.3% 7.6%
2015 -1.4% 4.8% -0.2% -8.5% 3.0%
2014 8.6% 2.0% 2.9% -4.9% 8.7%
2013 34.7% 11.2% 3.8% 9.4% 6.8%

Are you Jenny Jones?

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