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You are here: Manager factsheet

James Thorne

Threadneedle Investment Servic
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Manager profile
James Thorne joined the company in 2010 as a portfolio manager in the UK equities team. He is lead manager of the Threadneedle UK Smaller Companies Fund, deputy manager of the Threadneedle UK Sustainable Equity Fund and co-manager of the Threadneedle UK Mid 250 Fund as well as for a range of small and mid-cap institutional portfolios. He has previously held responsibility for a range of sectors for the wider team including chemicals and technology.James has extensive experience of the smaller companies sector, having worked at Baring Asset Management, Hill Samuel and Abbey Life as well as private equity company 3i.He has a BSc in Oceanography with Geology from the University of Southampton and an MSc in Instrumentation and Analytical Science from the University of Manchester.
Total return for James Thorne
Rolling Alpha Quartile: Discrete three year periods
Rolling Alpha Quartile shows a manager's alpha score in quartile terms, plotting his or her risk adjusted performance against all other managers in the UT & OEICs universe. The best managers are those who are consistently ranked in the first or second quartile.
 
Quartile 1
Quartile 2
Quartile 3
Quartile 4
 
 
 
 
 
34-70m
 
 
 
 
 
 
 
 
 
46-82m
 
 
 
 
 
 
 
 
 
58-94m
 
 
 
 
 
 
 
 
 
70-106m
 
 
 
 
 
 
 
 
 
82-118m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : James Thorne

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 Thorne -33.3 41.7 2.7 -6.5 5.3 25.2 5.7 10.4 12.2 23.6
Peer Group Composite -21.6 45.7 -5.1 -5.5 8.7 20.7 6.2 4.9 10.3 26.6
Over / Under -11.7 -4.0 7.8 -1.0 -3.4 4.5 -0.5 5.5 1.9 -3.0
Performance vs peer group composite: James Thorne
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
4 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
6 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
1 year
out of a possible 3
Funds currently managed
Fund Sole/Co-managed Sector Periods
CT UK Smaller Companies Lead manager UT UK Smaller Companies since Mar 01 2010 to present
CT UK Mid 250 Co-managed UT UK All Companies since Dec 01 2013 to present
Funds managed previously
Fund Periods
Baring UK Smaller Companies since Oct 04 2004 to Dec 31 2009
CT UK Sustainable Equity since Jun 19 2017 to Sep 01 2020
BAM UK Equity Smaller Companies since Nov 01 2005 to fund close
CT UK Institutional since Sep 11 2014 to May 31 2016
CT UK Institutional since May 20 2013 to Sep 10 2014
CT UK Mid 250 since May 20 2013 to Nov 30 2013
News & Research: Related articles sector Sector fund Fund group Group manager Manager
Sector JPMorgan's Brittain: You can't ignore the macro anymore By Anthony Luzio  20-Sep-2022
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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