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 Absolute Return ratings methodology

Citywire Ratings are rewarded for risk adjusted outperformance and meeting specific criteria. More information on how Ratings are calculated

James Calder

James Calder

Citywire Rating: A rated

2014

  • MRated A in Mar 2014
  • ARated A in Apr 2014
  • MRated A in May 2014
  • JRated AA in Jun 2014
  • JRated A in Jul 2014
  • ARated A in Aug 2014
  • SRated A in Sep 2014
  • ORated A in Oct 2014
  • NRated Plus in Nov 2014
  • DRated A in Dec 2014

2015

  • JRated A in Jan 2015
  • FRated A in Feb 2015
  • MRated Plus in Mar 2015
  • ARated Plus in Apr 2015
  • MRated Plus in May 2015
  • JRated A in Jun 2015
  • JRated A in Jul 2015

Performance

Mixed Assets - Absolute Return GBP
over : 30/06/2014 - 30/06/2015

Total Return

Month by Month Performance

Quarterly Performance

to 30/06/2015 Annual Q1 Q2 Q3 Q4
2015 4.3% -1.0%
2014 2.8% 0.8% -0.1% 0.5% 1.7%
2013 8.3% 6.4% -2.7% 1.9% 2.6%
2012 7.6% 4.3% -2.4% 4.0% 1.6%
2011 1.8%

Related News

City’s Calder on the case for European small caps

James Calder, head of research at City Asset Management, has sold his broad global equity and US exposure to buy small caps in Europe.

WM Quarterly Outlook: how leading investors are positioned for 2013

After a reappraisal of risk appetite on liquidity support, Q4 saw far more limited changes to asset allocation as investors settled in.

Wealth Manager: high returns - how CAM's Coghill went from drug research to discretionary

While there are many routes into investment management, the industry is not an obvious place for someone with a background in medicinal cannabis research

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.