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Jenny Jones

Jenny Jones

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: Not 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 26.9 % 11.0 -11.8 %
Wells Fargo Small Cap Opp Fd;Adm 26.7 % 11.1 -11.8 %

League Table - Rank 107/302 (2nd quartile)

rank Manager Return
107 Jenny Jones 107. Jenny Jones 26.8%
108 Tasso H. Coin, Jr 108. Tasso H. Coin, Jr 26.6%
108 Douglas G Pugh 108. Douglas G Pugh 26.6%
108 Jason Ballsrud 108. Jason Ballsrud 26.6%
View full league table

Total Return

Month by Month Performance

Quarterly (to 31/03/2018)

year Annual Q1 Q2 Q3 Q4
2018 -1.7%
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 3.8% 9.4% 6.8%

Are you Jenny Jones?

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