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This Fund Manager Rating is based on the Citywire Absolute Return ratings methodology

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James Elliot

James Elliot

Showing manager performance in Jersey View performance globally

About James Elliot

North Yorkshireman James Elliot has been a fund manager at JP Morgan Asset Management for over 10 years and runs more than £1 billion in assets for the group. Elliot, who was born in 1970, adopts an inclusive value and growth approach to stockpicking and would like to emulate the success of the investor he admires most, contrarian maestro David Dreman. He graduated in Modern History from Oxford University.

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Citywire Rating: Not Eligible

James Elliot does not currently have the required track record to be eligible for a Citywire Rating. See methodology

2015

  • ORated AA in Oct 2015
  • NRated AA in Nov 2015
  • DRated AA in Dec 2015

2016

  • JRated AA in Jan 2016
  • FRated AA in Feb 2016
  • MRated AA in Mar 2016
  • ARated AA in Apr 2016
  • MRated A in May 2016
  • JRated A in Jun 2016
  • JRated AA in Jul 2016
  • ARated AA in Aug 2016
  • SRated A in Sep 2016
  • ORated A in Oct 2016
  • NRated A in Nov 2016

Performance

over : 31/08/2015 - 31/08/2018

Total Return

Month by Month Performance

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 1.6% -3.0%
2017 14.4% -1.6% 4.1% 7.8% 3.6%
2016 -5.5% 0.4% 1.3% -3.6% -3.5%
2015 9.7% 9.5% -2.2% 5.5% -2.9%
2014 12.7% 0.1% 0.1% 5.0% 7.2%
2013 5.7%

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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.