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You are here: Manager factsheet

James Taylor
M&G UK
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Manager profile
James Taylor became deputy manager of the M&G Dividend strategy in August 2019. He joined M&G in 2014 as a graduate before becoming an embedded analyst in the Income team in January 2016. He graduated from the University of Bath with a BSc in Business Administration, and has passed all three levels of the CFA program.
Total return for James Taylor
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
 
 
 
 
 
60-96m
 
 
 
 
 
 
 
 
 
12-48m
 
 
 
 
 
 
 
 
 
24-60m
 
 
 
 
 
 
 
 
 
36-72m
 
 
 
 
 
 
 
 
 
48-84m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : James Taylor

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 Taylor 20.8 -3.2 -23.0 39.4 -21.5 - - - - -
Peer Group Composite 20.5 -2.2 -22.0 36.0 -20.2 - - - - -
Over / Under 0.3 -1.0 -1.0 3.4 -1.3 - - - - -
Performance vs peer group composite: James Taylor
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 5
 
Overall markets
Up
Underperformed peer group composite
3 years
out of a possible 5
 
Rising markets
UpDown
Outperformed peer group composite
2 years
out of a possible 2
 
Falling markets
UpDown
Outperformed peer group composite
0 years
out of a possible 3
Funds currently managed
Fund Sole/Co-managed Sector Periods
M&G Dividend Co-managed (deputy) UT UK Equity Income since Aug 21 2019 to present
M&G Smaller Companies Lead manager UT UK Smaller Companies since Jul 01 2021 to present
Funds managed previously
Fund Periods
No previously managed funds
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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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