James McAlevey

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Fund Performance

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Manager factsheet

James McAlevey
BNP Paribas Asset Management L
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Manager profile

James manages our AIMS Fixed Income and AIMS Target Return funds. He also leads our rates team. He sits on the Strategic Investment Group (SIG), where all ideas that are proposed for inclusion in the AIMS portfolios are rigorously debated. Prior to joining Aviva Investors, James worked at Henderson Global investors where he was Head of interest rates with a focus on alpha generation in the benchmark agnostic product offering. He previously worked on the hedge fund side of the business, where he gained insight and experience in the use and application of derivatives in an absolute return framework. James holds an MSc in Economics from the University of Bristol and is a CFA® charterholder.

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Annualised total return over 8.2 years

+0.4%

Cumulative performance (% growth)

	1 year	3 years	5 years	7 years	10 years
James McAlevey	0.8	-0.2	4.4	-	3.2
Peer Group Composite	3.8	2.1	7.4	-	7.3
Over / Under	-3.0	-2.3	-3.0	-	-4.1

Total return for James McAlevey

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 : James McAlevey

Discrete performance

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

James McAlevey	0.8	-1.1	-	3.0	1.9	-4.2	-	-	-1.4	4.8
Peer Group Composite	3.8	-1.4	-	7.3	-1.9	-1.2	-	-	-2.6	3.8
Over / Under	-3.0	0.3	-	-4.3	3.8	-3.0	-	-	1.2	1.0

Performance vs peer group composite: James McAlevey

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

Outperformed peer group composite

4 years

out of a possible 7

Overall markets

Underperformed peer group composite

3 years

out of a possible 7

Rising markets

Outperformed peer group composite

1 year

out of a possible 3

Falling markets

Outperformed peer group composite

3 years

out of a possible 4

Funds currently managed

Fund	Sole/Co-managed	Sector	Periods

BNP Paribas USD Short Duration Bond	Co-managed	FO Fixed Int - USD Short/ Medium Maturity	since Aug 15 2022 to present
Global Enhanced Bond 36M	Co-managed	FO Fixed Int - EUR Short/ Medium Maturity	since Jun 01 2023 to present
Parvest Euro Bond Opportunities	Co-managed	FO Fixed Int - Europe	since Jun 01 2023 to present
BNP Paribas Global Bond Opportunities	Co-managed	FO Fixed Int - Global	since Jul 01 2023 to present

Funds managed previously

Fund	Periods

Aviva Investors Multi Strategy Fixed Income	since Dec 01 2016 to fund close
Aviva Inv Multi Strategy Target Return	since Jun 14 2018 to Mar 31 2021
Aviva Investors Multi Strategy Target Return	since Jun 14 2018 to Mar 31 2021
Janus Henderson Inst Overseas Bond	since Dec 20 2013 to Dec 31 2015