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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.

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Citywire Rating: AA rated


  • 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


  • 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


  • 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


  • JRated AA in Jan 2018


over : 31/12/2016 - 31/12/2017
Manager Return
57 Richard Pease 17.5%
57 James Milne 17.5%
59 James Sym 17.2%
60 Chady Jouni 17.0%
61 Hugh Cuthbert 17.0%

Total Return

Month by Month Performance

Quarterly Performance

to 31/12/2017 Annual Q1 Q2 Q3 Q4
2017 17.2% 4.9% 6.7% 4.6% 0.2%
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 39.6% 9.4% 5.1% 12.6% 7.8%

Related News

Where is the European M&A?

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.

Sym to 'totally revamp' Howard-Spink's Schroder European fund

Sym plans to move the portfolio away from high quality stocks when he assumes control of the £1 billion fund from Leon Howard Spink at the start of June.  

Schroders hands Howard-Spink’s £1bn fund to Sym

Leon Howard-Spink will relinquish management of the Schroder European Alpha Plus fund from 1 June.

Dean's UK Opps nears capacity; Schroders hard-closes Marriage fund

Schroders has hard-closed Paul Marriage's UK Absolute Dynamic fund and indicated Julie Dean's UK Opportunities fund is close to capacity after attracting £900 million in the third quarter.

Cazenove Capital European equity star Chris Rice to exit

Cazenove Capital Management’s (CCM) star European manager Chris Rice is leaving the firm in July, which will see his flagship European funds handed over to Steve Cordell.

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.