Register to get unlimited access to Citywire’s fund manager database. Registration is free and only takes a minute.
Please see terms and conditions for restrictions on use of Citywire's Fund Manager database.

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

Citywire Ratings are rewarded for risk adjusted outperformance of benchmarks we select independently More information on how Ratings are calculated

James Lowen

James Lowen

Showing manager performance in United Kingdom View performance globally

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.

Are you James Lowen?

Citywire Rating: Not 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

2015

  • JRated AAA in Jan 2015
  • FRated AAA in Feb 2015
  • MRated AAA in Mar 2015
  • ARated AAA in Apr 2015
  • MRated AAA in May 2015
  • JRated AAA in Jun 2015
  • JRated AAA in Jul 2015
  • ARated AAA in Aug 2015
  • SRated AAA in Sep 2015
  • ORated AAA in Oct 2015
  • NRated AA in Nov 2015
  • DRated AA in Dec 2015

2016

  • JRated AA in Jan 2016
  • FRated A in Feb 2016
  • MRated A in Mar 2016
  • ARated A in Apr 2016
  • MRated AA in May 2016
  • JRated A in Jun 2016
  • JNot rated in Jul 2016
  • ANot rated in Aug 2016
  • SNot rated in Sep 2016
  • ONot rated in Oct 2016
  • NNot rated in Nov 2016

Performance

Equity - UK Equity Income
over : 31/10/2015 - 31/10/2016
Manager Return
32 Phil Cliff 7.7%
33 Alan Dobbie 7.7%
34 Adrian Frost 7.5%
34 Clive Beagles 7.5%
34 James Lowen 7.5%

Total Return

Month by Month Performance

Quarterly Performance

to 30/09/2016 Annual Q1 Q2 Q3 Q4
2016 -2.1% -1.3% 11.4%
2015 1.0% 6.1% 1.5% -8.4% 2.4%
2014 1.1% -0.1% 1.4% -0.6% 0.3%
2013 30.4% 12.1% 1.3% 7.2% 7.2%
2012 24.3% 10.9% -2.7% 9.5% 5.3%

Related News

Portfolio picks: 19 funds you need to know about

The Citywire Selection team outline their latest 'Star Pick' funds, covering all the major investment areas.

10% gap between UK Equity Income performers post-Brexit

Most UK Equity Income funds fell after Britain voted to leave the EU, but some proved more resilient than others. Neil Woodford and Christopher Metcalfe among those who lost the least.

JOHCM UK Equity Income

Investors dump wealth firms following Brewin Dolphin profit drop

Investors are selling wealth firm stock on the back of a Brewin Dolphin trading update.

Adviser Profile: Jeremy Arthur of Harpsden WM

Jeremy Arthur and Ian Brady are setting a course for their ambitious targets at Harpsden Wealth Management.

Contrarian Beagles hits index for six and keeps AAA batting average

After 25 years in fund management cricket-lover Clive Beagles is still going against the flow and has recently bet on oil companies and miners

Sanlam Income study: Chelverton top; Jupiter & Newton blacklisted

The Chelverton UK Equity Income fund has replaced its Royal London rival at the top of the Sanlam White List, while giant funds from Jupiter and Newton have been relegated to the Black List.

Tesco tumbles on probe into overstated profits

Supermarket suspends executives as it warns market first-half profits were overstated by £250 million.

A-rated Beagles rebuilds Charles Stanley stake on price dip

Citywire A-rated UK income manager Clive Beagles has begun to add to his position in private client broker and asset manager Charles Stanley again following a dip in its pricing.

Fund of the Week: JOHCM UK Equity Income

Citywire's senior investment analyst, Frank Talbot, puts some of his cash back into the UK market. Are you brave enough to follow suit?

...more...
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.