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

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James de Uphaugh

James de Uphaugh

About James de Uphaugh

James de Uphaugh is Chairman and Chief Investment Officer of Majedie Asset Management. He is a fund manager and analyst with 25 years' investment experience in UK and international equity markets. James is responsible for co-managing both the UK Equity and UK Focus funds. He also leads Majedie's efforts in Responsible Capitalism. Before co-founding Majedie in 2002, James had been a Managing Director at Merrill Lynch Investment Managers (MLIM, now BlackRock), where he was also Chairman of the UK Investment Group and Alpha Team Leader. While at MLIM, he was responsible for managing institutional portfolios with combined UK equity assets of £1.4bn. James joined Mercury Asset Management (subsequently acquired by Merrill Lynch) in 1988. He holds a Master of Arts degree in Economics from Jesus College, Cambridge. He is an Associate Member of the CFA Society of the UK.

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Citywire Rating: AAA rated

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 AA in Mar 2011
  • ARated AAA in Apr 2011
  • MRated AA in May 2011
  • JRated AA in Jun 2011
  • JRated AA in Jul 2011
  • ARated AA in Aug 2011
  • SRated AA in Sep 2011
  • ORated AA in Oct 2011
  • NRated AA in Nov 2011
  • DRated A in Dec 2011

2012

  • JRated A in Jan 2012
  • FRated A in Feb 2012
  • MNot rated in Mar 2012
  • ANot rated in Apr 2012
  • MNot rated in May 2012
  • JNot rated in Jun 2012
  • JNot rated in Jul 2012
  • ANot rated in Aug 2012
  • SNot rated in Sep 2012
  • ONot rated in Oct 2012
  • NNot rated in Nov 2012
  • DNot rated in Dec 2012

2013

  • JRated A in Jan 2013
  • FNot rated in Feb 2013
  • MRated A in Mar 2013
  • ARated A in Apr 2013
  • MRated A in May 2013
  • JRated AA in Jun 2013
  • JRated AA in Jul 2013
  • ARated AAA in Aug 2013
  • SRated AAA in Sep 2013
  • ORated AAA in Oct 2013
  • NRated AAA in Nov 2013
  • DRated AAA in Dec 2013

2014

  • JRated AAA in Jan 2014
  • FRated AAA in Feb 2014
  • MRated AAA in Mar 2014
  • ARated AAA in Apr 2014
  • MRated AAA in May 2014
  • JRated AAA in Jun 2014
  • JRated AAA in Jul 2014
  • ARated AAA in Aug 2014
  • SRated AAA in Sep 2014
  • ORated AA in Oct 2014
  • NRated AA in Nov 2014
  • DRated AAA in Dec 2014

Performance

Equity - UK (All Companies)
over : 30/11/2013 - 30/11/2014

Total Return

Month by Month Performance

Quarterly Performance

to 30/09/2014 Annual Q1 Q2 Q3 Q4
2014 1.0% 0.9% -1.4%
2013 28.9% 9.6% 2.1% 8.6% 6.1%
2012 15.9% 6.9% -4.8% 7.0% 6.4%
2011 -0.3% 1.3% 1.8% -9.7% 7.0%
2010 12.4% 5.3% -11.6% 12.0% 7.8%

Related News

SJP soft-closes Asante and Wood funds

St James’s Place has shut its portfolios run by First State’s Jonathan Asante and JO Hambro’s John Wood to new money.

Boston boutique closes after losing SJP mandate

Boston-based fund group Liberty Square Asset Management has confirmed it will close following the withdrawal of a mandate to manage UK equities for St James’s Place.

Majedie AM brings on board R&M's Richard Staveley

River and Mercantile Income manager Richard Staveley is to leave the firm to join Majedie Asset Management to run part of its £600 million UK Equity fund.

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.