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You are here: 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.
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
Discrete calendar year performance : James Mee

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 Mee 11.1 1.4 -3.5 9.5 -0.3 2.1 - - - -
Peer Group Composite 8.5 1.4 -5.6 7.3 1.2 4.9 - - - -
Over / Under 2.6 0.0 2.1 2.2 -1.5 -2.8 - - - -
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
2 years
out of a possible 5
Falling markets
Outperformed peer group composite
1 year
out of a possible 1
Funds currently managed
Fund Sole/Co-managed Sector Periods
Waverton Multi-Asset Income Lead manager FO Mixed Asset - Balanced since Oct 03 2014 to present
Waverton Real Assets Co-managed FO Mixed Asset - Flexible since Nov 30 2018 to present
WS Waverton Absolute Return II Co-managed UT Specialist since Mar 01 2019 to present
Waverton Multi-Asset Growth Lead manager FO Mixed Asset - Flexible since Feb 15 2021 to present
WS Waverton Portfolio Co-managed UT Mixed Investment 40-85% Shares since Dec 01 2021 to present
Funds managed previously
Fund Periods
Waverton Absolute Return since Nov 30 2018 to Dec 31 2021
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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