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You are here: Manager factsheet

Management Team
IFSL, James Hambro and Partners LLP
pdfIcon Manager factsheet pdf    rss feed RSS Feed
Manager profile
Manager biography not available
Total return for Management Team
Manager career performance
Discrete calendar year performance : Management Team

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
Management Team 14.6 1.3 -10.5 16.6 4.2 7.8 -0.2 15.3 13.4 9.8
Peer Group Composite 16.6 2.2 -10.1 20.1 0.3 7.8 -1.6 9.6 13.1 4.5
Over / Under -2.0 -0.9 -0.4 -3.5 3.9 0.0 1.4 5.7 0.3 5.3
Performance vs peer group composite: Management Team
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
6 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
4 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
5 years
out of a possible 8
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
IFSL Bowland Lead manager UT Flexible Investment since Jul 12 1999 to present
IFSL James Hambro Penrhos Lead manager UT Mixed Investment 40-85% Shares since Aug 12 2002 to present
IFSL James Hambro Master Lead manager UT Flexible Investment since Mar 07 2003 to present
IFSL James Hambro Rires Lead manager UT Mixed Investment 40-85% Shares since Mar 19 2008 to present
IFSL James Hambro Barnham Broom Lead manager UT Mixed Investment 40-85% Shares since Oct 01 2012 to present
Funds managed previously
Fund Periods
No previously managed funds
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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