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James Sym

James Sym

Showing manager performance in United Kingdom View performance globally

About James Sym

James Sym joined Cazenove Capital in 2007. He is a member of the pan-European equity team with responsibility for Chemicals, Support Services, Household Goods, Personal Goods, Pharmaceuticals & Biotechnology and Telecommunication sector coverage. James manages the Schroder European Alpha and Alpha Plus funds. He graduated from St John's College, Cambridge University with a degree in Natural Sciences (Mineral Physics) and Management Studies and is a Chartered Financial Analyst. He has six years of investment experience.

Are you James Sym?

Citywire Rating: A rated

2015

  • MRated AA in May 2015
  • JRated AA in Jun 2015
  • JRated AAA in Jul 2015
  • ARated AA in Aug 2015
  • SRated AA in Sep 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 AAA in Mar 2016
  • ARated AAA in Apr 2016
  • MRated AAA in May 2016
  • JRated AAA in Jun 2016
  • JRated AA in Jul 2016
  • ARated AA in Aug 2016
  • SRated AA in Sep 2016
  • ORated A in Oct 2016
  • NRated AA in Nov 2016
  • DRated AA in Dec 2016

2017

  • JRated AA in Jan 2017
  • FRated AA in Feb 2017
  • MRated Plus in Mar 2017
  • ANot rated in Apr 2017
  • MRated Plus in May 2017
  • JRated A in Jun 2017
  • JRated A in Jul 2017
  • ARated AA in Aug 2017
  • SRated A in Sep 2017
  • ORated A in Oct 2017
  • NRated AA in Nov 2017
  • DRated AA in Dec 2017

2018

  • JRated AA in Jan 2018
  • FRated AA in Feb 2018
  • MRated AA in Mar 2018
  • ARated A in Apr 2018

Performance

over : 31/03/2017 - 31/03/2018
Manager Return
34 Ben Ritchie 7.7%
35 Samuel Morse 7.1%
36 James Sym 7.0%
37 David Dudding 7.0%
38 Mark Nichols 7.0%

Total Return

Month by Month Performance

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -4.2%
2017 17.1% 4.9% 6.7% 4.6% 0.1%
2016 23.9% -0.8% 3.0% 10.2% 10.1%
2015 12.1% 15.0% -2.3% -6.2% 6.4%
2014 -0.1% 10.9% -2.0% -4.8% -3.4%
2013 5.1% 12.6% 7.8%

Related News

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As Europe continues to recover, why aren't healthier companies pulling the trigger on deals?

Schroders to overhaul European Alpha Plus mandate

Schroders is proposing a revamp of the investment objective and policy of the £489 million Schroder European Alpha Plus fund, managed by James Sym.

Schroders’ Sym: I am buying European cyclicals

Manager likens current situation to 2004/05.

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.