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You are here: Manager factsheet

Clive Beagles
JO Hambro Capital Management
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Manager profile
Clive co-manages the JOHCM UK Equity Income Fund, alongside James Lowen, and is one of the UK’s most highly respected equity income managers. Prior to joining JOHCM, Clive worked at Newton Investment Management as Investment Leader, UK Equities and managed the successful Newton Higher Income Fund for three years. Clive holds a BA (Hons) in Economics and is an associate member of the Institute of Investment Management and Research.
Total return for Clive Beagles
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 : Clive Beagles

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
Clive Beagles 10.2 -1.0 10.6 49.1 -30.2 -1.2 6.9 23.8 -7.2 6.8
Peer Group Composite 7.5 -0.1 10.5 32.1 -20.9 3.6 0.3 15.2 -2.8 8.8
Over / Under 2.7 -0.9 0.1 17.0 -9.3 -4.8 6.6 8.6 -4.4 -2.0
Performance vs peer group composite: Clive Beagles
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
5 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
5 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
5 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
JOHCM UK Equity Income Co-managed UT UK Equity Income since Apr 01 2008 to present
Funds managed previously
Fund Periods
Natwest Equity Income since Feb 13 1995 to Sep 30 2004
BNY Mellon Growth since Jan 01 1997 to Jul 01 2001
BNY Mellon Real Return since Jan 01 1998 to Aug 19 2001
JOHCM UK Equity Income since Nov 30 2004 to Aug 31 2007
BNY Mellon UK Income since Jul 02 2001 to Mar 30 2004
abrdn Falcon since Oct 01 2001 to Mar 30 2004
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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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