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You are here: Manager factsheet

James Elliot

FE fundinfo Alpha Manager
Ninety One Fund Managers UK Li, Ninety One Luxembourg S.A.
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Manager profile
James Elliot, managing director, is the Chief Investment Officer (“CIO”) of the International business of the Multi-Asset Solutions team, based in London. James is responsible for investment oversight of all mandates managed by the Multi-Asset Solutions team in London and Hong Kong, in addition to contributing to the team’s views on broad macroeconomic themes that are reflected across all portfolios managed globally by the Multi-Asset Solutions team. James is also responsible for managing total return portfolios. James joined J.P. Morgan in 1995. Prior to his current role, James was CIO for the JPMAM Japanese Equity Portfolio Group based in Tokyo and, previously, was co-head of the JPMAM European Equity Group based in London. James left J.P. Morgan for a period of time and worked at RAB Capital plc, where he served as the Director of Europe Equities and manager of the RAB Europe Long/Short Fund. He obtained a B.A. in Modern History from the University of Oxford and is a CFA charterholder.
Total return for James Elliot
Discrete calendar year performance : James Elliot

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 Elliot 15.7 - 0.6 -0.3 6.8 5.9 10.1 6.5 3.8 4.8
Peer Group Composite 12.4 - -1.9 1.2 3.5 8.2 1.1 3.3 0.8 -3.4
Over / Under 3.3 - 2.5 -1.5 3.3 -2.3 9.0 3.2 3.0 8.2
Performance vs peer group composite: James Elliot
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
7 years
out of a possible 9
 
Overall markets
Up
Underperformed peer group composite
2 years
out of a possible 9
 
Rising markets
UpDown
Outperformed peer group composite
5 years
out of a possible 7
 
Falling markets
UpDown
Outperformed peer group composite
2 years
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
Ninety One Global Macro Allocated Co-managed UT Flexible Investment since May 29 2020 to present
Ninety One Global Macro Allocation Co-managed FO Mixed Asset - Flexible since May 29 2020 to present
Funds managed previously
Fund Periods
JPM Europe since Oct 01 1998 to Dec 31 2004
JPM Global Macro since Dec 21 2012 to Feb 28 2019
JPM Global Macro Opportunities since Feb 15 2013 to Apr 08 2019
JPM Global Macro since Dec 21 2012 to Jan 31 2019
JPM Global Macro Opportunities since Dec 21 2012 to Jan 31 2019
JPM Global Allocation since Feb 19 2014 to fund close
JP Morgan Income & Growth since Jan 01 2014 to Nov 21 2016
JPM Blue and Green since Dec 21 2012 to fund close
JPMorgan Japanese IT plc since Dec 01 2007 to Jun 30 2010
JPM Japan Dynamic since Feb 01 2006 to Apr 30 2008
JPM UK Equity since Nov 04 2002 to Dec 31 2004
JPM Global Agriculture since Nov 22 2011 to fund close
JPM UK Equity & Bond Income since Jul 01 2003 to Dec 31 2004
JPM UK Equity Income Fund since Jul 01 2003 to Dec 31 2004
JPM UK Dynamic since Feb 01 2004 to Dec 31 2004
JPM Balanced Total Return since Dec 01 2012 to fund close
JPM Core Japan Behavioural Finance since Mar 30 2007 to Nov 30 2007
JPM Europe Dynamic Ex UK since Sep 30 2004 to Dec 31 2004
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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