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You are here: Manager factsheet

James Robson
Valu-Trac Investment Managemen
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Manager profile
James Robson is chief investment officer at RM Funds, where he is lead manager of the listed investment trust and co-manager of the VT RM Alternative Income fund. He is also a member of the credit and risk committees and a board member of RM Capital. With more than 20 years of experience, Robson was previously head of European corporate credit trading at HSBC and held positions at Dresdner Bank and RBS, where he traded corporate credit. He studied economics in business management at Newcastle University.
Total return for James Robson
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
 
 
 
 
 
 
 
 
 
24-60m
 
 
 
 
 
 
 
 
 
36-72m
 
 
 
 
 
 
 
 
 
48-84m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : James Robson

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 Robson -6.0 -8.7 13.9 20.1 -7.2 5.9 - - - -
Peer Group Composite -4.5 -5.5 15.4 19.8 -5.3 11.7 - - - -
Over / Under -1.5 -3.2 -1.5 0.3 -1.9 -5.8 - - - -
Performance vs peer group composite: James Robson
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
1 year
out of a possible 6
 
Overall markets
Up
Underperformed peer group composite
5 years
out of a possible 6
 
Rising markets
UpDown
Outperformed peer group composite
1 year
out of a possible 3
 
Falling markets
UpDown
Outperformed peer group composite
0 years
out of a possible 3
Funds currently managed
Fund Sole/Co-managed Sector Periods
VT RM Alternative Income Co-managed UT Infrastructure since Jun 08 2018 to present
Funds managed previously
Fund Periods
No previously managed funds
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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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