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 Elliot

James Elliot

Showing manager performance in United Kingdom View performance globally

About James Elliot

North Yorkshireman James Elliot has been a fund manager at JP Morgan Asset Management for over 10 years and runs more than £1 billion in assets for the group. Elliot, who was born in 1970, adopts an inclusive value and growth approach to stockpicking and would like to emulate the success of the investor he admires most, contrarian maestro David Dreman. He graduated in Modern History from Oxford University.

Are you James Elliot?

Citywire Rating: Not Eligible

James Elliot does not currently have the required track record to be eligible for a Citywire Rating. See methodology

2015

  • ORated AA in Oct 2015
  • NRated AA in Nov 2015
  • DRated AA in Dec 2015

2016

  • JRated AA in Jan 2016
  • FRated AA in Feb 2016
  • MRated AA in Mar 2016
  • ARated AA in Apr 2016
  • MRated A in May 2016
  • JRated A in Jun 2016
  • JRated AA in Jul 2016
  • ARated AA in Aug 2016
  • SRated A in Sep 2016
  • ORated A in Oct 2016
  • NRated A in Nov 2016

Performance

over : 31/07/2016 - 31/07/2017

Total Return

Month by Month Performance

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 -1.3% 4.5%
2016 -3.8% 0.9% 1.8% -3.0% -3.3%
2015 10.9% 9.7% -2.1% 6.0% -2.6%
2014 9.7% -1.9% -0.2% 5.2% 6.5%
2013 1.6% -1.4% 5.4%

Related News

JPM AM liquidates multi-asset fund on lack of interest

Investment firm closes UK-domiciled fund on three-year anniversary after failing to accrue sufficient assets.

JPMAM cuts fee on Talib Sheikh's rebranded fund

The JPM Cautious Managed fund is being renamed the JPM Global Macro Balanced fund.

JPM appoints head of global strategy

JP Morgan Asset Management has appointed John Bilton to head its global strategy team, which sits within JPMAM’s investment management solutions global multi-asset group.

Trust Insider: a good multi-asset fund hidden behind its moving parts

JP Morgan Income & Growth is one of a dwindling number of split capital investment trusts

Neill Nuttall brings curtain down on 30-year JPM career

The co-manager of the £90 million JP Morgan Income & Growth Investment Trust had decided to leave the firm to pursue other opportunities.

JPM launches best ideas macro fund for Elliot

JP Morgan Asset Management has launched a new multi-asset fund enabling investment chief James Elliot to back his best macro ideas.

Citywire Discovery Source: Citywire Discovery Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated)..Portions of the information contained on this page was derived by Citywire Financial Publishers Ltd using content supplied by Lipper, A Reuters Company.