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You are here: Manager factsheet

James Harries
Troy Asset Management Ltd, Troy Asset Management
pdfIcon Manager factsheet pdf    rss feed RSS Feed
Manager profile
James is the Senior Fund Manager responsible for Troy’s Global Income Strategy. He has 23 years’ investment experience, and has managed global equity portfolios since 2002. Joining Troy in 2016 to establish the Troy Global Income Fund, James was previously a Fund Manager at Newton Investment Management where he established and managed the Newton Global Income Fund. He was also the alternate manager on the Newton Real Return Fund. Under James’s management, the Newton Global Income fund grew to c. £4.5bn in AUM and was first in its sector over 10 years. James graduated from Bristol University with a BSc in Politics, before completing his Masters in Finance at the London Business School. He holds the ASIP qualification and is an Associate Member of the CFA Society of the UK.
Total return for James Harries
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 Harries

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 Harries 6.0 -3.9 15.6 13.0 1.2 18.5 -4.6 - -4.3 6.4
Peer Group Composite 11.9 1.0 11.0 33.7 -10.0 8.1 -0.5 - -7.4 9.6
Over / Under -5.9 -4.9 4.6 -20.7 11.2 10.4 -4.1 - 3.1 -3.2
Performance vs peer group composite: James Harries
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 9
 
Overall markets
Up
Underperformed peer group composite
5 years
out of a possible 9
 
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 3
Funds currently managed
Fund Sole/Co-managed Sector Periods
Trojan Global Income Lead manager IA Global Equity Income since Nov 01 2016 to present
STS Global Income & Growth Trust Plc Lead manager IT Global Equity Income since Nov 12 2020 to present
Trojan Ethical Global Income Co-managed IA Global Equity Income since Nov 01 2021 to present
Funds managed previously
Fund Periods
BNY Mellon Overseas Equity since Mar 29 1996 to May 31 2012
BNY Mellon Global Income since Nov 30 2005 to Dec 15 2015
BNY Mellon Global Real Return EUR since Mar 08 2010 to Dec 13 2015
BNY Mellon Global Real Return USD since Mar 08 2010 to Dec 13 2015
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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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