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

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James Lowen

James Lowen

About James Lowen

James Lowen was born in Nottingham in the early 70s. He studied at the University of Exeter and graduated with a degree in economics. He has over 15 years of industry experience, and has been a fund manager for six years. He joined JO Hambro Capital Management in 2004, having been a UK equity investment director, analyst and head of corporate governance at Newton Investment Management. He currently manages the JOHCM UK Equity Income Fund. Outside of fund management he enjoys rugby and golf.

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Citywire Rating: AAA rated

2010

  • ARated AA in Apr 2010
  • MRated AA in May 2010
  • JRated AA in Jun 2010
  • JRated AA in Jul 2010
  • ARated AA in Aug 2010
  • SRated AAA in Sep 2010
  • ORated AAA in Oct 2010
  • NRated AAA in Nov 2010
  • DRated AAA in Dec 2010

2011

  • JRated AAA in Jan 2011
  • FRated AAA in Feb 2011
  • MRated AAA in Mar 2011
  • ARated AAA in Apr 2011
  • MRated AAA in May 2011
  • JRated AAA in Jun 2011
  • JRated AAA in Jul 2011
  • ARated AAA in Aug 2011
  • SRated AAA in Sep 2011
  • ORated AAA in Oct 2011
  • NRated AAA in Nov 2011
  • DRated AAA in Dec 2011

2012

  • JRated AA in Jan 2012
  • FRated AAA in Feb 2012
  • MRated AA in Mar 2012
  • ARated AA in Apr 2012
  • MRated AA in May 2012
  • JRated A in Jun 2012
  • JRated A in Jul 2012
  • ARated A in Aug 2012
  • SRated A in Sep 2012
  • ORated A in Oct 2012
  • NRated A in Nov 2012
  • DRated AA in Dec 2012

2013

  • JRated AA in Jan 2013
  • FRated AA in Feb 2013
  • MRated AA in Mar 2013
  • ARated AA in Apr 2013
  • MRated A in May 2013
  • JRated A in Jun 2013
  • JRated AA in Jul 2013
  • ARated AA in Aug 2013
  • SRated AA in Sep 2013
  • ORated AA in Oct 2013
  • NRated AA in Nov 2013
  • DRated AA in Dec 2013

2014

  • JRated AA in Jan 2014
  • FRated AA in Feb 2014
  • MRated AA in Mar 2014
  • ARated AA in Apr 2014
  • MRated AA in May 2014
  • JRated AA in Jun 2014
  • JRated AA in Jul 2014
  • ARated AA in Aug 2014
  • SRated AA in Sep 2014
  • ORated AA in Oct 2014
  • NRated AA in Nov 2014
  • DRated AAA in Dec 2014

Performance

Equity - UK Equity Income
over : 30/11/2013 - 30/11/2014

Total Return

Month by Month Performance

Quarterly Performance

to 30/09/2014 Annual Q1 Q2 Q3 Q4
2014 -0.1% 1.4% -0.6%
2013 30.4% 12.1% 1.3% 7.2% 7.2%
2012 24.3% 10.9% -2.7% 9.5% 5.3%
2011 -4.0% 3.1% 1.4% -14.0% 6.9%
2010 16.9% 6.2% -11.0% 14.0% 8.4%

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Principal Investment Management has added equity income funds from Schroders, JO Hambro Capital, Old Mutual Asset Managers and Royal London to its list of top equity income funds. 

Schroders takes top three spots in equity income sector

Schroder fund managers have managed the market turbulence over the last 12 months exceptionally well, with the group taking the top three spots in the performance tables over the period.     

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In recent months UK Equity Income funds have been making up lost ground.

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in GBP)..
Portions of the information contained on this page was derived by Citywire Financial Publishers Ltd using content supplied by Lipper, A Reuters Company.