PLEASE TELL US A LITTLE ABOUT YOURSELF SO THAT WE CAN DISPLAY THE MOST
APPROPRIATE CONTENT TO YOU:

This site uses cookies. Some of the cookies are essential for parts of the site to operate and have already been set. You may delete and block all cookies from this site, but if you do, parts of the site may not work. To find out more about cookies used on Trustnet and how you can manage them, see our Privacy and Cookie Policy.

By clicking "I Agree" below, you acknowledge that you accept our Privacy Policy and Terms of Use.

For more information Click here

Login

Password Reminder
Not Registered? Click Here

Register

Register
It's look like you're leaving us

What would you like us to do with the funds you've selected

Show me all my options Forget them Save them
Customise this table
You are here: Manager factsheet

James Goldstone
Invesco Fund Managers Ltd
pdfIcon Manager factsheet pdf    rss feed RSS Feed
Manager profile
James was appointed co-manager of the Invesco UK Equity High Income Fund (UK) and the Invesco UK Equity Income Fund (UK) in May 2020, alongside Ciaran Mallon. James is the sole manager of the UK Equities Pension Fund (appointed in April 2014). He also manages the UK Equity Share Portfolio of the Invesco Select Trust plc (appointed in October 2016) alongside Ciaran Mallon (appointed co-manager April 2021 following the combination with Invesco Income Growth Trust plc). Prior to joining Invesco in August 2012, James was co-head of pan-European sales at Banco Espirito Santo in London. James began his career in pan-European equity sales at Credit Lyonnais in 2001 and went on, via HSBC and Dresdner Kleinwort, to specialise in UK equity sales. James holds a BA in French from Manchester University.
Total return for James Goldstone
Manager career performance
Discrete calendar year performance : James Goldstone

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 Goldstone 10.1 -5.3 10.5 46.3 -28.3 -0.2 -1.3 16.9 -3.3 6.0
Peer Group Composite 5.4 -1.5 7.2 39.6 -15.0 3.7 6.1 19.0 -1.7 5.9
Over / Under 4.7 -3.8 3.3 6.7 -13.3 -3.9 -7.4 -2.1 -1.6 0.1
Performance vs peer group composite: James Goldstone
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 10
 
Overall markets
Up
Underperformed peer group composite
6 years
out of a possible 10
 
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 3
Funds currently managed
Fund Sole/Co-managed Sector Periods
Invesco Invesco Select Trust PLC Co-managed IT UK Equity Income since Oct 04 2016 to present
Invesco UK Equity High Income (UK) Co-managed UT UK All Companies since May 15 2020 to present
Invesco UK Equity Income (UK) Co-managed UT UK All Companies since May 15 2020 to present
Funds managed previously
Fund Periods
Invesco Pan European Equity Income since May 01 2014 to Oct 28 2021
Keystone Positive Change Investment Trust plc since Apr 01 2017 to Feb 10 2021
Edinburgh Investment Tst plc since Jul 14 2016 to Mar 03 2020
Invesco UK Equity Income since May 15 2020 to fund close
Invesco UK Strategic Income (UK) since May 15 2020 to fund close
News & Research: Related articles sector Sector fund Fund group Group manager Manager
Fund The benefits of balance By Stephen Anness  25-Apr-2024
Sector Experts predict where the FTSE 100 will end the year By Emma Wallis  24-Apr-2024
Sector The best investment trusts to add to your pension, according to the experts By Jonathan Jones  23-Apr-2024
Group Investors sell Fundsmith and Baillie Gifford funds in the first quarter of 2024 By Jean-Baptiste Andrieux  17-Apr-2024
Sector Two trusts to consider as the UK market starts to recover By Jonathan Jones  15-Apr-2024
Sector Nick Train: What has and hasn’t worked so far this year By Jonathan Jones  15-Apr-2024
Group The cautious funds that keep delivering the most bang for your buck By Matteo Anelli  15-Apr-2024
Group The experts’ perfect fund pairings for investing in bonds By Jean-Baptiste Andrieux  09-Apr-2024
Group Funds for junior ISAs to profit from long-term trends By Emma Wallis  04-Apr-2024
Group Revealed: The nominees for the Alpha Manager of the Year Awards 2024 By Emma Wallis  28-Mar-2024
Group Should I go active or passive for my ISA investments? By David Aujla  27-Mar-2024
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.

LATEST :

Five reasons to keep hold of your defensive funds

13:00 | Monday, January 20, 2014

Close

You are currently using an old browser which will not be supported by Trustnet after 31/07/2016. To ensure you benefit from all features on the site, please update your browser.   Close

© Trustnet Limited 2024. All Rights Reserved.
Please read our Terms of Use / Disclaimer and Privacy and Cookie Policy.
Data supplied in conjunction with Refinitiv and London Stock Exchange Plc