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You are here: Manager factsheet

James Sym

Schroder UT Managers, Schroder Investmt Mgt(EUR)S.A., Margetts Fund Management
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FE Trustnet verdict
Overall, performing better than the peer group composite. Over a fairly lengthy track record, the manager has outperformed the peer group more often than not. stock picking has made a contribution to results, which have not been particularly exposed to falling markets.
Manager profile
James Sym joined Cazenove Capital in 2007. He is a member of the pan-European equity team with responsibility for Chemicals, Support Services, Household Goods, Personal Goods, Pharmaceuticals & Biotechnology and Telecommunication sector coverage. James manages the Schroder European Alpha and Alpha Plus funds. He graduated from St John's College, Cambridge University with a degree in Natural Sciences (Mineral Physics) and Management Studies and is a Chartered Financial Analyst. He has six years of investment experience.
Total return for James Sym
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
 
 
 
 
 
3-39m
 
 
 
 
 
 
 
 
 
15-51m
 
 
 
 
 
 
 
 
 
27-63m
 
 
 
 
 
 
 
 
 
39-75m
 
 
 
 
 
 
 
 
 
51-87m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : James Sym

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 Sym -4.7 -2.9 29.9 20.1 1.6 11.2 38.5 - - -
Peer Group Composite 1.9 1.9 21.1 17.9 3.5 3.9 27.9 - - -
Over / Under -6.6 -4.8 8.8 2.2 -1.9 7.3 10.6 - - -
Performance vs peer group composite: James Sym
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
4 years
out of a possible 7
 
Overall markets
Up
Underperformed peer group composite
3 years
out of a possible 7
 
Rising markets
UpDown
Outperformed peer group composite
4 years
out of a possible 7
 
Falling markets
UpDown
Outperformed peer group composite
0 years
out of a possible 0
Funds currently managed
Fund Sole/Co-managed Sector Periods
Schroder European Alpha Income Lead manager UT Europe Excluding UK since Nov 01 2012 to present
Schroder European Alpha Plus Lead manager UT Europe Excluding UK since Jun 01 2014 to present
Schroder ISF European Alpha Focus Co-managed FO Equity - Europe inc UK since Jan 31 2016 to present
Margetts AFH DA European Equity Lead manager UT Europe Excluding UK since Oct 02 2017 to present
Schroder ISF European Opportunities Co-managed FO Equity - Europe inc UK since Jun 01 2018 to present
Funds managed previously
Fund Periods
Schroder European Alpha Income since Oct 01 2012 to Jun 13 2013
Data provided by FE. Care has been taken to ensure that the information is correct, but FE 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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