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You are here: Manager factsheet

James Goldstone
Invesco Fund Managers Ltd, Invesco Management S.A.
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Manager profile
James was appointed co-manager of the Invesco UK Equity High Income Fund (UK) and the Invesco UK Equity Income Fund (UK) in May 2020, alongside Ciaran Mallon. James is the sole manager of the UK Equities Pension Fund (appointed in April 2014). He also manages the UK Equity Share Portfolio of the Invesco Select Trust plc (appointed in October 2016) alongside Ciaran Mallon (appointed co-manager April 2021 following the combination with Invesco Income Growth Trust plc). Prior to joining Invesco in August 2012, James was co-head of pan-European sales at Banco Espirito Santo in London. James began his career in pan-European equity sales at Credit Lyonnais in 2001 and went on, via HSBC and Dresdner Kleinwort, to specialise in UK equity sales. James holds a BA in French from Manchester University.
Total return for James Goldstone
Manager career performance
Discrete calendar year performance : James Goldstone

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 Goldstone 17.0 6.2 -14.2 40.0 -18.8 4.2 -7.2 12.9 7.4 8.3
Peer Group Composite 17.8 2.8 -11.5 37.8 -11.1 5.0 -1.2 16.4 12.6 7.2
Over / Under -0.8 3.4 -2.7 2.2 -7.7 -0.8 -6.0 -3.5 -5.2 1.1
Performance vs peer group composite: James Goldstone
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
3 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
7 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
3 years
out of a possible 7
 
Falling markets
UpDown
Outperformed peer group composite
0 years
out of a possible 3
Funds currently managed
Fund Sole/Co-managed Sector Periods
Invesco UK Equity High Income (UK) Co-managed IA UK All Companies since May 15 2020 to present
Invesco UK Equity Income (UK) Co-managed IA UK All Companies since May 15 2020 to present
Invesco Pan European Equity Income Co-managed FO Equity - Europe inc UK since Jul 31 2024 to present
Funds managed previously
Fund Periods
Invesco Invesco Select Trust PLC since Oct 04 2016 to fund close
Invesco Pan European Equity Income since May 01 2014 to Oct 28 2021
Keystone Positive Change Investment Trust plc since Apr 01 2017 to Feb 10 2021
Edinburgh Investment Tst plc since Jul 14 2016 to Mar 03 2020
Invesco UK Equity Income since May 15 2020 to fund close
Invesco UK Strategic Income (UK) since May 15 2020 to fund close
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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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