Clive Beagles

Toolset

Fund Performance

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Manager factsheet

Clive Beagles
JO Hambro Capital Management
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Manager profile

Clive co-manages the JOHCM UK Equity Income Fund, alongside James Lowen, and is one of the UK’s most highly respected equity income managers. Prior to joining JOHCM, Clive worked at Newton Investment Management as Investment Leader, UK Equities and managed the successful Newton Higher Income Fund for three years. Clive holds a BA (Hons) in Economics and is an associate member of the Institute of Investment Management and Research.

FOLLOW ON FUNDSWIRE

Annualised total return over 24.3 years

+7.3%

Cumulative performance (% growth)

	1 year	3 years	5 years	7 years	10 years
Clive Beagles	31.9	23.6	38.2	35.7	82.8
Peer Group Composite	17.2	15.4	26.5	28.3	64.7
Over / Under	14.7	8.2	11.7	7.4	18.1

Total return for Clive Beagles

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

72-108m

84-120m

96-132m

108-144m

Discrete calendar year performance : Clive Beagles

Discrete performance

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

Clive Beagles	31.9	1.8	-8.3	60.8	-31.3	1.8	-3.6	21.6	7.7	3.3
Peer Group Composite	17.2	4.6	-6.1	36.3	-20.2	5.3	-3.6	12.4	7.3	6.8
Over / Under	14.7	-2.8	-2.2	24.5	-11.1	-3.5	0.0	9.2	0.4	-3.5

Performance vs peer group composite: Clive Beagles

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

5 years

out of a possible 10

Overall markets

Underperformed peer group composite

5 years

out of a possible 10

Rising markets

Outperformed peer group composite

4 years

out of a possible 7

Falling markets

Outperformed peer group composite

1 year

out of a possible 3

Funds currently managed

Fund	Sole/Co-managed	Sector	Periods

JOHCM UK Equity Income	Co-managed	IA UK Equity Income	since Apr 01 2008 to present

Funds managed previously

Fund	Periods

Natwest Equity Income	since Feb 13 1995 to Sep 30 2004
BNY Mellon Growth	since Jan 01 1997 to Jul 01 2001
BNY Mellon Real Return	since Jan 01 1998 to Aug 19 2001
JOHCM UK Equity Income	since Nov 30 2004 to Aug 31 2007
BNY Mellon UK Income	since Jul 02 2001 to Mar 30 2004
Volare Falcon	since Oct 01 2001 to Mar 30 2004