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You are here: Manager factsheet

James Illsley
JP Morgan Asset Management UK
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Manager profile
James Illsley, managing director, is a portfolio manager in the J.P. Morgan Asset Management International Equity Group – Behavioural Finance Team. James manages UK core portfolios. An employee since 1999, James was previously a UK equity portfolio manager and director with Prudential Portfolio Managers UK (Ltd). James obtained an M.Eng in Mechanical and Nuclear Engineering from London University.
Total return for James Illsley
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 Illsley

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 Illsley 11.2 1.7 14.3 29.4 -16.8 4.0 2.2 21.0 -3.8 6.5
Peer Group Composite 7.5 -1.5 5.7 36.9 -19.0 3.2 2.3 17.9 -3.3 6.9
Over / Under 3.7 3.2 8.6 -7.5 2.2 0.8 -0.1 3.1 -0.5 -0.4
Performance vs peer group composite: James Illsley
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
JPM UK Equity Core Co-managed IA UK All Companies since Jul 01 2013 to present
JPM UK Equity Plus Co-managed IA UK All Companies since Sep 08 2015 to present
Funds managed previously
Fund Periods
JPM UK Equity & Bond Income since Mar 31 2006 to fund close
JPM UK Equity Blue Chip since Dec 14 2007 to fund close
JPMorgan Claverhouse IT plc since Aug 01 2002 to Jan 31 2012
JPM The UK Equity For Charities since Jun 01 2012 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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