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You are here: Manager factsheet

James Clarke

 FE fundinfo Alpha Manager
Royal London Unit Tst Mgrs Ltd, Royal London Asset Mgmt (IRL)
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Manager profile
James Clarke – Senior Fund Manager James is a Portfolio Manager with over 20 years of experience. Prior to joining Royal London Asset Management, James was a Portfolio Manager at Waverton Investment Management, where he worked alongside Will Kenney and Peter Rutter under the same team construct. Prior to this, James was a partner at IronBridge Capital Management for six years, where he co-managed the £3bn IronBridge Global Equity strategy with Peter Rutter. Previously, he worked in the global equities team at Deutsche Asset Management. James graduated from Warwick University with an upper second-class degree in Economics and is a CFA Charterholder. James has also achieved the CFA Institute Certificate in ESG Investing.
Total return for James Clarke
Manager career performance
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 Clarke

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 Clarke 31.2 0.2 21.3 39.7 -3.5 15.4 0.8 29.9 -4.3 11.5
Peer Group Composite 16.1 -2.7 11.3 39.8 -4.8 7.9 1.6 26.5 -1.7 15.5
Over / Under 15.1 2.9 10.0 -0.1 1.3 7.5 -0.8 3.4 -2.6 -4.0
Performance vs peer group composite: James Clarke
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
6 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
4 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
2 years
out of a possible 3
Funds currently managed
Fund Sole/Co-managed Sector Periods
Royal London Global Equity Diversified Co-managed UT Global since Oct 10 2017 to present
Royal London Global Equity Select Co-managed UT Global since Oct 10 2017 to present
Royal London Global Equity Diversified (IRL) Co-managed FO Equity - International since Jul 20 2021 to present
Royal London Global Equity Select (IRL) Co-managed FO Equity - International since Nov 09 2021 to present
Funds managed previously
Fund Periods
Waverton Global Core Equity since Mar 07 2014 to fund close
Royal London US Growth Trust since Feb 11 2019 to Dec 30 2022
Waverton Global Equity since Jul 31 2013 to Jan 22 2017
Waverton Global Equity Select since Jul 31 2013 to fund close
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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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