James de Broë-Ferguson

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Manager factsheet

James de Broë-Ferguson
TUTMAN LLP
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Manager profile

James de Broë-Ferguson joined Williams de Broë in 2008 with the acquisition of Singer & Friedlander Investment Management, which he had joined in 2006. He manages discretionary portfolios for individuals, private pensions, trusts and charities as well as Private Unit Trusts. Prior to this he was a Fund Manager at Ruffer LLP. He started in the City as a Hull Broker at Lloyd's in 1988, moving into Investment Management and joining Prudential Bache Securities in 2001. Having completed the Securities Institute Diploma, he is a Chartered Fellow of the Chartered Securities Institute.

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James de Broë-Ferguson 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 15.9 years

+6.3%

Cumulative performance (% growth)

	1 year	3 years	5 years	7 years	10 years
James de Broë-Ferguson	13.7	14.1	32.0	38.7	68.0
Peer Group Composite	9.1	2.0	14.0	14.2	37.6
Over / Under	4.6	12.1	18.0	24.5	30.4

Total return for James de Broë-Ferguson

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

61-97m

73-109m

85-121m

97-133m

109-145m

Discrete calendar year performance : James de Broë-Ferguson

Discrete performance

	0-12m	12-24m	24-36m	36-48m	48-60m	60-72m	72-84m	84-96m	96-108m	108-120m

James de Broë-Ferguson	13.7	1.1	-0.7	12.6	2.7	6.4	-1.3	6.2	13.7	3.7
Peer Group Composite	9.1	0.3	-6.7	5.1	6.3	3.7	-3.4	9.9	15.7	-5.3
Over / Under	4.6	0.8	6.0	7.5	-3.6	2.7	2.1	-3.7	-2.0	9.0

Performance vs peer group composite: James de Broë-Ferguson

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