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You are here: Manager factsheet

James Inglis-Jones

Liontrust Fund Partners LLP, Liontrust Global Funds plc
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FE Trustnet verdict
Overall, performing worse than the peer group composite. Over a long track record, the manager has under-performed the peer group more often than not. stock picking has not really benefited results, which have not been particularly exposed to falling markets.
Manager profile
James graduated in 1990 with a First Class Honours Degree in Modern History from York University. He went on to gain a D.Phil in Modern History from Christ Church, Oxford. James joined Fleming Investment Management in 1997, assuming responsibility for the management of UK equity portfolios in 1999. Between 1999 and 2002 he worked on JP Morgan Fleming’s institutional investment process and managed a wide range of retail and institutional funds as a senior portfolio manager within their European equity group. James joined Liontrust in 2006 to develop and manage the Cashflow Solution investment process.
Total return for James Inglis-Jones
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
 
 
 
 
 
0-36m
 
 
 
 
 
 
 
 
 
12-48m
 
 
 
 
 
 
 
 
 
24-60m
 
 
 
 
 
 
 
 
 
36-72m
 
 
 
 
 
 
 
 
 
48-84m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : James Inglis-Jones

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 Inglis-Jones -6.3 10.2 21.5 -3.5 6.9 14.0 7.1 4.0 12.0 30.9
Peer Group Composite -3.9 15.8 14.4 2.3 5.6 20.2 11.6 -1.7 8.7 31.4
Over / Under -2.4 -5.6 7.1 -5.8 1.3 -6.2 -4.5 5.7 3.3 -0.5
Performance vs peer group composite: James Inglis-Jones
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
3 years
out of a possible 8
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
Liontrust European Growth Co-managed IA Europe Excluding UK since Nov 15 2006 to present
Liontrust Global Income Co-managed IA Global Equity Income since Mar 25 2009 to present
Liontrust GF European Strategic Equity Co-managed IA Targeted Absolute Return since Feb 15 2012 to present
Liontrust GF European Smaller Companies Co-managed FO Equity - Small Cap Europe since Feb 01 2017 to present
Funds managed previously
Fund Periods
Liontrust European Absolute Return since Jul 08 2009 to fund close
Liontrust Pan European since Jun 01 2007 to fund close
Liontrust Pan European since Oct 04 2011 to fund close
JPM UK Equity & Bond Income since Jan 01 2001 to Jun 30 2003
JPM UK Higher Income since Jan 01 2001 to Jun 30 2003
Liontrust First Large Cap since Mar 25 2009 to fund close
JP Morgan Mid Cap IT plc since Jul 01 2002 to Jan 01 2004
JP Morgan Claverhouse IT plc since Aug 01 2002 to Jul 31 2003
Liontrust Institutional UK High Alpha since Apr 01 2009 to fund close
News & Research: Related articles sector Sector fund Fund group Group manager Manager
Sector The global funds that made money in the market’s down quarters By Gary Jackson  12-Dec-2018
Data provided by FE. Care has been taken to ensure that the information is correct, but FE 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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