PLEASE TELL US A LITTLE ABOUT YOURSELF SO THAT WE CAN DISPLAY THE MOST
APPROPRIATE CONTENT TO YOU:

This site uses cookies. Some of the cookies are essential for parts of the site to operate and have already been set. You may delete and block all cookies from this site, but if you do, parts of the site may not work. To find out more about cookies used on Trustnet and how you can manage them, see our Privacy and Cookie Policy.

By clicking "I Agree" below, you acknowledge that you accept our Privacy Policy and Terms of Use.

For more information Click here

Login

Password Reminder
Not Registered? Click Here

Register

Register
It's look like you're leaving us

What would you like us to do with the funds you've selected

Show me all my options Forget them Save them
Customise this table
You are here: Manager factsheet

James Bullock

 FE fundinfo Alpha Manager
Lindsell Train
pdfIcon Manager factsheet pdf    rss feed RSS Feed
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 21.9 4.5 -7.6 18.1 9.9 14.1 16.6 25.2 20.9 3.2
Peer Group Composite 27.1 6.8 -5.5 23.1 11.6 10.5 2.4 13.8 19.6 -3.8
Over / Under -5.2 -2.3 -2.1 -5.0 -1.7 3.6 14.2 11.4 1.3 7.0
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 IA Global since Apr 01 2015 to present
WS Lindsell Train North American Equity Lead manager IA North America since Apr 22 2020 to present
Funds managed previously
Fund Periods
No previously managed funds
News & Research: Related articles sector Sector fund Fund group Group manager Manager
Sector The perfect portfolio for someone who’s retiring By Emma Wallis  20-Dec-2024
Sector Why investing for income and growth delivers By BlackRock  18-Dec-2024
Sector The gloves are off: Saba reveals its hand By Emma Wallis  18-Dec-2024
Sector Scottish Mortgage, Finsbury Growth & Income and other trusts with catalysts By Emma Wallis  10-Dec-2024
Sector Funds for optimistic investors to tap into rising equity markets By Emma Wallis  05-Dec-2024
Sector The ‘hidden gem’ funds you may not know yet By Patrick Sanders  20-Nov-2024
Sector Where Baillie Gifford is looking for the next Nvidia By Emma Wallis  08-Nov-2024
Sector The best and worst funds in October By Gary Jackson  01-Nov-2024
Sector Do markets care who wins the US election? By Patrick Sanders  29-Oct-2024
Fund Is the era of the ‘star’ manager over? By Patrick Sanders  21-Oct-2024
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.

LATEST :

Five reasons to keep hold of your defensive funds

13:00 | Monday, January 20, 2014

Close

You are currently using an old browser which will not be supported by Trustnet after 31/07/2016. To ensure you benefit from all features on the site, please update your browser.   Close

© Trustnet Limited 2024. All Rights Reserved.
Please read our Terms of Use / Disclaimer and Privacy and Cookie Policy.
Data supplied in conjunction with Refinitiv and London Stock Exchange Plc