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Manager factsheet
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Manager profile
James joined Waverton in March 2018 as a Credit Analyst, focusing on fundamental research and investment idea generation. In 2021, James became a Portfolio Manager, looking after fixed income portfolios and supporting the Head of Fixed Income as co-manager of the Waverton Global Strategic Bond Fund and the Waverton Sterling Bond Fund. Before this, he worked at Moody's Investors Service as an Associate Analyst within the Infrastructure & Project Finance Team. James graduated from the University of Exeter in 2016 with a first class degree in Economics, holds the Investment Management Certificate (IMC) and is a CFA Charterholder.
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James Carter is a Trustnet FE fundinfo Alpha Manager who has maintained a consistently high alpha score over a proven track record in rising and falling markets.
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Annualised total return over 5.7 years |
+1.7% |
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1 year |
3 years |
5 years |
7 years |
10 years |
| James Carter |
0.0 |
2.0 |
2.4 |
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Peer Group Composite
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2.3 |
4.4 |
-5.5 |
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- |
| Over / Under |
-2.3 |
-2.4 |
7.9 |
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- |
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Total return for James Carter
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Discrete calendar year performance : James Carter
Funds managed previously
| Fund |
Periods |
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| No previously managed funds |
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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