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You are here: Manager factsheet

James de Uphaugh

FE fundinfo Alpha Manager
Majedie Asset Management Inv F, St. Jamess Place UT Group Ltd, Majedie Asset Mgt (Intrnl) Inv, Majedie Asset Management Ltd
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Trustnet verdict
Overall, performing better than the peer group composite. However, over a long track record, the manager has under-performed the peer group more often than not. Good stock picking has had a material positive impact on results, which have tended to be relatively better in a falling market.
Manager profile
Edinburgh Investment Trust offers exposure primarily to UK-listed equities. It may also hold up to 20% of assets in equities listed overseas. The Company invests primarily in UK securities with the long term objective of achieving: 1. An increase of the Net Asset Value per share in excess of the growth in the FTSE All-Share Index; and 2. Growth in dividends per share in excess of the rate of UK inflation. It is managed by James de Uphaugh
Total return for James de Uphaugh
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
 
 
 
 
 
8-44m
 
 
 
 
 
 
 
 
 
20-56m
 
 
 
 
 
 
 
 
 
32-68m
 
 
 
 
 
 
 
 
 
44-80m
 
 
 
 
 
 
 
 
 
56-92m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : James de Uphaugh

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 de Uphaugh -12.3 -6.1 7.7 20.8 -5.1 6.0 15.8 26.1 -2.2 23.6
Peer Group Composite -12.4 -1.3 8.7 22.0 -4.5 6.8 13.2 20.6 -4.7 23.6
Over / Under 0.1 -4.8 -1.0 -1.2 -0.6 -0.8 2.6 5.5 2.5 0.0
Performance vs peer group composite: James de Uphaugh
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
2 years
out of a possible 6
 
Falling markets
UpDown
Outperformed peer group composite
2 years
out of a possible 4
Funds currently managed
Fund Sole/Co-managed Sector Periods
LF Majedie UK Equity Co-managed UT UK All Companies since Mar 27 2003 to present
SJP UK Growth Lead manager UT UK All Companies since Apr 10 2012 to present
SJP UK & General Progressive Co-managed UT UK All Companies since Oct 07 2013 to present
Majedie Asset Management UK Equity Co-managed FO Equity - UK since Mar 03 2014 to present
Edinburgh Investment Tst plc Lead manager IT UK Equity Income since Mar 04 2020 to present
Funds managed previously
Fund Periods
LF Majedie UK Focus since Sep 29 2003 to Feb 29 2020
TM Stonehage Fleming Core UK Equity since Dec 31 2008 to fund close
NTMF UK Equity Plus since Aug 01 2004 to fund close
LF Majedie UK Smaller Companies since Jan 11 2019 to Dec 30 2019
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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