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You are here: Manager factsheet

James Klempster

Momentum Global Investment Mgt
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Trustnet verdict
Overall, performing worse than the peer group composite. Over a long track record, the manager has, period by period, consistently under-performed the peer group. stock picking has not really benefited results, which have tended to be relatively better in a falling market.
Manager profile
As Director of Investment Management, James leads the strategy for Momentum's global multi-asset solutions and is responsible for performance delivery and day to day operation of the Global Investment Management Division. He has a passion for Outcome-based investing and is driven to ensure the business remains client-centric, heavily focussed on achieving client's real-life goals. James believes that a key focus on delivering client returns alongside unparalleled client relationships and first-rate administration is essential to ensure clients stay invested to their desired outcome. James regularly features in the press and presents at various conferences all over the world. James joined Momentum in 2007 and his previous experience encompasses both the management of long only equity portfolios and long only / hedge fixed income and currency strategies. James has an MA in Jurisprudence from the University of Oxford and is a CFA Charterholder.
Total return for James Klempster
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
 
 
 
 
 
7-43m
 
 
 
 
 
 
 
 
 
19-55m
 
 
 
 
 
 
 
 
 
31-67m
 
 
 
 
 
 
 
 
 
43-79m
 
 
 
 
 
 
 
 
 
55-91m
 
 
 
 
 
 
 
 
 
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 -5.8 -1.4 1.4 14.4 -0.4 6.5 3.9 12.6 -2.4 -
Peer Group Composite 1.4 -0.1 4.6 19.4 -4.3 10.1 3.5 21.3 -6.7 -
Over / Under -7.2 -1.3 -3.2 -5.0 3.9 -3.6 0.4 -8.7 4.3 -
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
3 years
out of a possible 9
 
Overall markets
Up
Underperformed peer group composite
6 years
out of a possible 9
 
Rising markets
UpDown
Outperformed peer group composite
1 year
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
MI Momentum Focus 3 Co-managed IA Flexible Investment since Apr 01 2007 to present
MI Momentum Focus 4 Co-managed IA Flexible Investment since Nov 05 2012 to present
MI Momentum Focus 5 Co-managed IA Flexible Investment since Nov 05 2012 to present
Funds managed previously
Fund Periods
No previously managed funds
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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