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Manager factsheet
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Manager profile
James co-manages Smith & Williamson’s Managed Portfolio Service and its Multi Manager team. He sits on the firm’s Asset Allocation Policy Committee and co-ordinates the investment trust recommended list for our private client department. James joined Smith & Williamson in September 1999 and began working on the investment trust desk in January 2001. He is a chartered member of the Chartered Institute of Securities & Investment and has a MA (Hons) from the University of St. Andrews.
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Annualised total return over 20.3 years |
+4.9% |
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1 year |
3 years |
5 years |
7 years |
10 years |
James Burns |
12.2 |
25.0 |
38.4 |
37.7 |
66.9 |
Peer Group Composite
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7.9 |
20.9 |
31.4 |
35.5 |
67.8 |
Over / Under |
4.3 |
4.1 |
7.0 |
2.2 |
-0.9 |
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Total return for James Burns
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Discrete calendar year performance : James Burns
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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