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You are here: Manager factsheet

James Bullock

 FE fundinfo Alpha Manager
Lindsell Train
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Manager profile
James joined Lindsell Train in 2010 and is a portfolio manager. He has jointly managed global equity portfolios since 2015 and is responsible for the North American Equity Fund. He has a Masters degree in Physics from the University of Oxford and a doctorate in Zoology from the University of Cambridge.
Total return for James Bullock
Manager career performance
Discrete calendar year performance : James Bullock

Manager career performance
Discrete performance
  0-12m 12-24m 24-36m 36-48m 48-60m 60-72m 72-84m 84-96m 96-108m 108-120m
James Bullock 19.4 -0.8 -7.1 23.5 4.6 17.3 15.2 18.8 28.5 2.2
Peer Group Composite 26.0 1.9 -4.4 30.3 5.8 9.0 1.3 11.6 24.1 -5.4
Over / Under -6.6 -2.7 -2.7 -6.8 -1.2 8.3 13.9 7.2 4.4 7.6
Performance vs peer group composite: James Bullock
How a manager matches up against their peers gives you some idea of how talented they are. Very few managers perform equally well in rising and falling markets, so knowing which type of market a manager is capable of performing well within is also important.
 
Overall markets
Up
Outperformed peer group composite
5 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
5 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
4 years
out of a possible 8
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
Lindsell Train Global Equity Co-managed FO Equity - International since Apr 01 2015 to present
WS Lindsell Train North American Equity Lead manager UT North America since Apr 22 2020 to present
Funds managed previously
Fund Periods
No previously managed funds
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Data provided by FE fundinfo. Care has been taken to ensure that the information is correct, but FE fundinfo neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.

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