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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 Bateman

James Bateman

Citywire Rating: A rated


  • SRated A in Sep 2015
  • ORated Plus in Oct 2015
  • NRated A in Nov 2015


over : 31/10/2014 - 31/10/2015

Total Return

Month by Month Performance

Quarterly Performance

to 30/09/2015 Annual Q1 Q2 Q3 Q4
2015 9.8% -4.0% -7.4%
2014 6.4% -0.5% 2.0% 1.5% 3.3%
2013 0.6% 2.4% 4.1%

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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 GBP)..Portions of the information contained on this page was derived by Citywire Financial Publishers Ltd using content supplied by Lipper, A Reuters Company.