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You are here: Manager factsheet

James Klempster
Waystone Management (UK) Limit
pdfIcon Manager factsheet pdf    rss feed RSS Feed
Manager profile
James, who has 17 years of investment experience, joined Liontrust in February 2021 as Deputy Head of the Liontrust Multi-Asset team. James joined Liontrust from Momentum Global Investment Management, where he spent 14 years and was most recently Director of Investment and led the global investment team and solutions strategy. He was previously a portfolio manager at Avebury Asset Management and an assistant fund manager at NW Brown Group. He is a CFA charterholder.
Total return for James Klempster
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 Klempster

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 Klempster 8.1 -3.5 3.4 20.8 -11.8 1.0 -0.5 13.3 -0.1 6.3
Peer Group Composite 6.6 -2.9 2.1 15.9 -5.2 3.2 0.6 12.3 -2.3 8.7
Over / Under 1.5 -0.6 1.3 4.9 -6.6 -2.2 -1.1 1.0 2.2 -2.4
Performance vs peer group composite: James Klempster
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
5 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
5 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
1 year
out of a possible 3
Funds currently managed
Fund Sole/Co-managed Sector Periods
WS Verbatim Portfolio 3 Co-managed IA Unclassified since Feb 01 2021 to present
WS Verbatim Portfolio 4 Co-managed IA Unclassified since Feb 01 2021 to present
WS Verbatim Portfolio 5 Growth Co-managed IA Unclassified since Feb 01 2021 to present
WS Verbatim Portfolio 6 Co-managed IA Unclassified since Feb 01 2021 to present
WS Verbatim Portfolio 7 Co-managed IA Unclassified since Feb 01 2021 to present
Funds managed previously
Fund Periods
VT Momentum Diversified Cautious since Apr 01 2007 to Jan 31 2021
VT Momentum Diversified Balanced since Nov 05 2012 to Dec 31 2020
VT Momentum Diversified Moderate since Nov 05 2012 to Dec 31 2020
Liontrust MA UK Equity since May 12 2021 to Nov 17 2022
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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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