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

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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

Performance

Mixed Assets - Absolute Return
over : 30/09/2013 - 30/09/2014

Total Return

Month by Month Performance

Quarterly Performance

to 30/09/2014 Annual Q1 Q2 Q3 Q4
2014 1.1% 0.8% -0.1% 0.5%
2013 8.3% 6.4% -2.7% 1.9% 2.6%
2012 7.6% 4.3% -2.4% 4.0% 1.6%
2011 -0.6% -2.4% 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

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.