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You are here: Manager factsheet

James Harries

Troy Asset Management Ltd
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FE Trustnet verdict
Overall, performing better than the peer group composite. Over a long track record, the manager has outperformed the peer group more often than not. Stockpicking has made a contribution to results, which have tended to be relatively better in a falling market.
Manager profile
James Harries is the manager of the Trojan Global Income Fund. He graduated from Bristol University in 1994 and spent a year at the Royal Military Academy Sandhurst. Following this he joined Newton Investment Management. He left Newton in 2004 having completed a Masters in Finance at the London Business School and spent a year at Veritas Asset Management before rejoining Newton. In 2005 he established the Newton Global Income fund of which he was the lead manager until December 2015. He was also the alternate manager on the Newton Real Return Fund. In June 2016 he joined Troy Asset Management and launched the Trojan Global Income Fund in November 2016.
Total return for James Harries
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
Discrete calendar year performance : James Harries

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 Harries 2.8 - 0.6 2.1 3.5 7.6 -2.5 12.3 11.5 -13.0
Peer Group Composite 8.6 - -1.1 4.1 9.3 7.4 -3.5 8.7 10.8 -20.1
Over / Under -5.8 - 1.7 -2.0 -5.8 0.2 1.0 3.6 0.7 7.1
Performance vs peer group composite: James Harries
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
Outperformed peer group composite
6 years
out of a possible 9
Overall markets
Underperformed peer group composite
3 years
out of a possible 9
Rising markets
Outperformed peer group composite
3 years
out of a possible 6
Falling markets
Outperformed peer group composite
3 years
out of a possible 3
Funds currently managed
Fund Sole/Co-managed Sector Periods
Trojan Global Income Lead manager UT Global Equity Income since Oct 17 2016 to present
Funds managed previously
Fund Periods
Newton Overseas Equity since Mar 29 1996 to May 31 2012
Newton Global Income since Nov 30 2005 to Dec 15 2015
BNY Mellon Global Real Return since Mar 08 2010 to Dec 13 2015
BNY Mellon Global Real Return EUR since Mar 08 2010 to Dec 13 2015
Data provided by FE. Care has been taken to ensure that the information is correct, but FE 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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