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Manager factsheet
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Manager profile
James Baker a history graduate from Cambridge University, has over 30 years of equity market experience on both buy and sell sides, specialising for all of his career in UK Small and Mid caps stock selection. He has worked for several organisations over the years, but most notably spent 11 years from 1999 to 2011 as part of the ABN Amro, Small Mid cap sales team, which was consistently top ranked by Extel. Prior to joining Chelverton he worked as the Assistant fund manager on the Rathbone UK Recovery Fund.
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Annualised total return over 9.5 years |
+8.9% |
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| |
1 year |
3 years |
5 years |
7 years |
10 years |
| James Baker |
3.1 |
-13.2 |
43.7 |
78.4 |
- |
Peer Group Composite
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7.5 |
12.0 |
24.2 |
31.5 |
- |
| Over / Under |
-4.4 |
-25.2 |
19.5 |
46.9 |
- |
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Total return for James Baker
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Discrete calendar year performance : James Baker
Funds currently managed
| Fund |
Sole/Co-managed |
Sector |
Periods |
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| MI Chelverton UK Equity Growth |
Co-managed |
IA UK All Companies |
since Oct 20 2014 to present |
Funds managed previously
| Fund |
Periods |
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| No previously managed funds |
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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