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You are here: Manager factsheet

James Inglis-Jones
Liontrust, Liontrust Global Funds plc
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Manager profile
James Inglis-Jones joined Liontrust in March 2006 to develop the Cashflow Solution investment process. James began his career at 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. In 2003, he joined Polar Capital to manage a European market neutral fund. 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.
Total return for James Inglis-Jones
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 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 11.1 7.4 16.0 45.1 -15.3 0.0 2.4 20.1 0.0 7.0
Peer Group Composite 6.0 2.2 2.6 35.0 -8.5 0.0 4.0 22.3 -1.0 7.9
Over / Under 5.1 5.2 13.4 10.1 -6.8 0.0 -1.6 -2.2 1.0 -0.9
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
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
Liontrust European Dynamic Co-managed IA Europe Excluding UK since Nov 15 2006 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
Liontrust GF Tortoise Co-managed FO Hedge/Stru Prod - Equity since Aug 01 2023 to present
Liontrust GF Pan-European Dynamic Co-managed FO Equity - Europe inc UK since Feb 27 2024 to present
Funds managed previously
Fund Periods
Liontrust European Income since Dec 15 2005 to fund close
Liontrust Global Income since Mar 25 2009 to fund close
Liontrust European Enhanced Income since Apr 30 2010 to fund close
Liontrust European Absolute Return since Jul 08 2009 to fund close
Liontrust Pan European FRIP since Jun 01 2007 to fund close
Liontrust Pan European RIP since Oct 04 2011 to fund close
JPM UK Equity & Bond Income since Jan 01 2001 to Jun 30 2003
Liontrust First Large Cap since Mar 25 2009 to fund close
JPMorgan Mid Cap IT plc since Jul 01 2002 to Jan 01 2004
JPMorgan Claverhouse IT plc since Aug 01 2002 to Jul 31 2003
Liontrust Tortoise since Aug 01 2023 to fund close
Liontrust European Opportunities since May 01 2021 to Jun 25 2021
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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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