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

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James Clunie

James Clunie

About James Clunie

James Clunie joined Jupiter in 2013 having been an investment director at Scottish Widows Investment Partnership managing short and long term UK equities. Prior to joining SWIP he was a senior lecturer at the University of Edinburgh where he also studied a PhD in Finance and has a BSc(Hons) in mathematics and statistics. James is also a CFA charter-holder.

Invests in own strategies

Are you James Clunie?

Education

  • The University of Edinburgh
  • PhD in Finance; BSc(Hons) in mathematics and statistics
  • CFA
Funds Managed
  1. Jupiter Absolute Return

Citywire Rating: + rated

2012

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

2013

  • JRated A in Jan 2013
  • FRated A in Feb 2013
  • MRated A in Mar 2013
  • ARated A in Apr 2013
  • MNot rated in May 2013
  • JNot rated in Jun 2013
  • JNot rated in Jul 2013
  • ANot rated in Aug 2013
  • SNot rated in Sep 2013
  • ONot rated in Oct 2013
  • NNot rated in Nov 2013
  • DNot rated in Dec 2013

2014

  • JNot rated in Jan 2014
  • FNot rated in Feb 2014
  • MNot rated in Mar 2014
  • ANot rated in Apr 2014
  • MNot rated in May 2014
  • JNot rated in Jun 2014
  • JNot rated in Jul 2014
  • ARated Plus in Aug 2014

Performance

Alternative UCITS - Long/Short Equity
over : 31/07/2013 - 31/07/2014

Total Return

Month by Month Performance

Quarterly Performance

to 31/07/2014 Annual Q1 Q2 Q3 Q4
2014 0.4% 0.0% 1.0% -0.6%
2013 11.0% 5.5% 1.9% 1.3% 1.9%
2012 11.0% 3.7% -0.2% 4.9% 2.2%
2011 3.5% 2.9% 1.8% -3.0% 1.9%
2010 7.5% 4.2% -4.2% 6.0% 1.6%
2009 7.6% 3.1% 4.3%

Related News

‘I live in constant fear’: James Clunie takes on Buffett

Jupiter's absolute return manager has shorted three of Warren Buffett's favourite stocks in recent months.

Citywire Scotland: the Turnberry countdown begins

We can confirm a star-studded line up for our annual event in Turnberry running on 19-20 June. 

James Clunie: I’m in a shorting ‘arms race’

James Clunie, manager of the £250 million Jupiter Absolute Return fund, tells Wealth Manager how and what he's shorting.

Jupiter's de Fonclare: positivity on Spain has been overplayed

The Citywire + rated European equities manager has outperformed this year despite avoiding peripheral stocks.

James Clunie: the stocks I’m backing and shorting

The new manager of the Jupiter Absolute Return fund, James Clunie, has revealed the companies he is investing in and those he is betting against.

Jupiter’s Clunie warns investors must risk drawdowns to get returns

Jupiter’s James Clunie believes he can deliver 4-7% annualised returns with his Absolute Return fund, but said investors need to rethink how they view the sector.

Jupiter's Clunie: I think we can hold our own

James Clunie told Wealth Manager that spending hours poring over macroeconomic notes would not help him beat the competition, but shorting stocks was his 'edge'.

Edinburgh wealth firm poaches Swip fund manager

Anderson Strathern Asset Management has poached Scottish Widows Investment fixed income manager Neal Caldwell.

Geldard to replace Gibbs on Jupiter Second Split trust

Miles Geldard has been appointed manager of the Jupiter Second Split Trust, replacing Philip Gibbs, who is retiring from fund management next year.

Gibbs to retire and hand over Jupiter Absolute Return to Clunie

Jupiter's Philip Gibbs is handing over his Absolute Return fund to incoming manager James Clunie.

...more...

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.