You are here:
Manager factsheet
|
|
Manager profile
James joined BlueBay Asset Management (which is now part of RBC Global Asset Management) in September 2007 as a financials analyst within the Investment Grade team. His experience and knowledge of the European banking sector has been widely utilised within the firm by both the Investment Grade and High Yield teams at BlueBay. He was instrumental in the successful launch of the BlueBay Financial Capital Bond Fund in January 2015 and has made a significant contribution to its peer group-leading performance since inception. Prior to BlueBay, James spent three years with PricewaterhouseCoopers as an assurance and advisory executive covering financial institutions. He is a qualified chartered accountant and holds an MA (Hons) degree from the University of Edinburgh. James is a CFA charterholder.
|
|
|
 | |  |
|
James Macdonald 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.
|
|
|
 |
Annualised total return over 10.7 years |
+7.7% |
 |
|
|
1 year |
3 years |
5 years |
7 years |
10 years |
James Macdonald |
5.7 |
10.5 |
22.8 |
39.4 |
112.4 |
Peer Group Composite
|
3.9 |
5.5 |
3.9 |
13.1 |
39.9 |
Over / Under |
1.8 |
5.0 |
18.9 |
26.3 |
72.5 |
|
|
|
 |
|
 |
|
|
Total return for James Macdonald
|
|
|
Discrete calendar year performance : James Macdonald
Funds currently managed
Fund |
Sole/Co-managed |
Sector |
Periods |
|
BlueBay Financial Capital Bond |
Co-managed |
IA Specialist |
since Jan 14 2015 to present |
BlueBay Investment Grade Financials Plus Bond |
Co-managed |
IA Specialist Bond |
since Jun 09 2023 to present |
Funds managed previously
Fund |
Periods |
|
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.
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