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You are here: Manager factsheet

James Vokins
Aviva Investors UK Fd Serv Ltd, Royal Bk of Scotland Coll Inv, Aviva Investors Luxembourg S.A
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Manager profile
James is heading the UK Investment Grade Credit team. He responsible for the fund management of a number of the Aviva Investors bond funds, investing in investment-grade corporates, high-yield corporates, government, and emerging market debt. James manages the Aviva Investors’ Corporate Bond Fund, Strategic Bond Fund, Higher Income Plus, Monthly Income Plus, Managed High Income, and the Distribution Fund. During 2013 the Aviva Investors Managed High Income Fund was awarded the Lipper Fund award within the Bond-Global High Yield category. In 2014 the Aviva Investors Strategic Bond Fund was the winner of the Investment Advisor 100 club Sterling Strategic Bond Fund of the year. Prior to joining Aviva Investors, James worked for JP Morgan’s Debt Capital Markets team. He holds a degree in Business Administration from the University of Bath and the Investment Management Certificate. He is also a CFA® charterholder.
Total return for James Vokins
Manager career performance
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
 
 
 
 
 
53-89m
 
 
 
 
 
 
 
 
 
65-101m
 
 
 
 
 
 
 
 
 
77-113m
 
 
 
 
 
 
 
 
 
89-125m
 
 
 
 
 
 
 
 
 
101-137m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : James Vokins

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 Vokins 5.8 -9.4 -4.7 11.0 -1.3 2.5 0.7 7.8 -1.0 11.3
Peer Group Composite 7.0 -8.0 -3.0 11.3 -0.6 2.8 1.7 8.9 -1.2 10.4
Over / Under -1.2 -1.4 -1.7 -0.3 -0.7 -0.3 -1.0 -1.1 0.2 0.9
Performance vs peer group composite: James Vokins
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
2 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
8 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
1 year
out of a possible 6
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 4
Funds currently managed
Fund Sole/Co-managed Sector Periods
Aviva Inv Monthly Income Plus Lead manager UT Sterling Corporate Bond since Jan 01 2010 to present
RBS Global Bond Lead manager UT Sterling Strategic Bond since Nov 01 2013 to present
Aviva Inv Corporate Bond Lead manager UT Sterling Corporate Bond since Jun 29 2016 to present
Aviva Inv Higher Income Plus Co-managed UT Sterling Strategic Bond since Jun 29 2016 to present
Aviva Inv Managed High Income Co-managed UT Sterling Strategic Bond since Jun 29 2016 to present
Aviva Inv Strategic Bond Co-managed UT Sterling Strategic Bond since Jun 29 2016 to present
Aviva Investors Global Investment Grade Corporate Bond Co-managed FO Fixed Int - Global since Jul 01 2021 to present
Funds managed previously
Fund Periods
Aviva Inv Distribution since Jan 01 2011 to Feb 10 2022
Royal Bank of Scot Extra Income since Nov 01 2013 to May 16 2019
Liontrust Sustainable Future Corporate Bond since Nov 01 2009 to Aug 31 2010
Aviva Investors European Corporate Bond since Dec 22 2022 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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