James Mee

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Fund Performance

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Manager factsheet

James Mee
Waverton Investment Management
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Manager profile

James joined the company in January 2013. He is Co-Head of Multi-Asset Strategies at Waverton, and is lead manager of the Waverton Multi-Asset Income Fund, the Multi-Asset Growth Fund and the Portfolio Fund. He is also is co-manager of the Protection Strategy and a key member of the team managing the award winning Waverton MPS. He is a member of the Asset Allocation and Institutional Stock Selection Committees, and a trustee on the Waverton Pension Scheme. James is a CFA Charterholder, won the Portfolio Adviser "Best Multi-Asset Fund - Balanced" award, was nominated in the 2021 Fund Manager of the Year awards and is nominated again in 2022.

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Annualised total return over 10.3 years

+2.2%

Cumulative performance (% growth)

	1 year	3 years	5 years	7 years	10 years
James Mee	8.3	7.1	20.0	-	-
Peer Group Composite	6.2	4.4	16.6	-	-
Over / Under	2.1	2.7	3.4	-	-

Total return for James Mee

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

62-98m

74-110m

86-122m

98-134m

110-146m

Discrete calendar year performance : James Mee

Discrete performance

	0-12m	12-24m	24-36m	36-48m	48-60m	60-72m	72-84m	84-96m	96-108m	108-120m

James Mee	8.3	7.1	-8.4	9.2	2.6	5.1	-	-	-	-
Peer Group Composite	6.2	4.5	-6.0	4.3	7.1	5.9	-	-	-	-
Over / Under	2.1	2.6	-2.4	4.9	-4.5	-0.8	-	-	-	-

Performance vs peer group composite: James Mee

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

Outperformed peer group composite

3 years

out of a possible 6

Overall markets

Underperformed peer group composite

3 years

out of a possible 6

Rising markets

Outperformed peer group composite

3 years

out of a possible 5

Falling markets

Outperformed peer group composite

0 years

out of a possible 1

Funds currently managed

Fund	Sole/Co-managed	Sector	Periods

Waverton Multi-Asset Income	Lead manager	IA Mixed Investment 20-60% Shares	since Oct 03 2014 to present
Waverton Real Assets	Co-managed	IA Specialist	since Nov 30 2018 to present
WS Waverton Absolute Return II	Co-managed	IA Specialist	since Mar 01 2019 to present
Waverton Multi-Asset Growth	Lead manager	IA Mixed Investment 40-85% Shares	since Feb 15 2021 to present
WS Waverton Portfolio	Co-managed	IA Mixed Investment 40-85% Shares	since Dec 01 2021 to present