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You are here: Manager factsheet

James Sym

River & Mercantile Asset Manag, Carne Global Fund Managers (Ir
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Manager profile
James graduated from the University of Cambridge with a degree in Natural Sciences. James joined Cazenove Capital in 2007 as a graduate trainee in Wealth Management before moving to work on the Pan European desk in 2008, initially on the UK desk. In 2012 he launched the Cazenove European Income fund as co-manager and, following the Schroders acquisition of Cazenove in 2013, was appointed manager of a number of continental and pan European equity products ultimately managing over £2bn of client assets as well as forming the specialist European equity team at Schroders. He joined River and Mercantile in June 2020 and is Head of Equities. James manages the R&M European and European Change for Better Strategies. James is the alternate manager on the R&M Global Recovery Strategy.
Total return for James Sym
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
 
 
 
 
 
37-73m
 
 
 
 
 
 
 
 
 
49-85m
 
 
 
 
 
 
 
 
 
61-97m
 
 
 
 
 
 
 
 
 
73-109m
 
 
 
 
 
 
 
 
 
85-121m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : James Sym

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 Sym -1.3 20.0 -11.1 6.7 -8.8 26.7 7.4 12.9 7.2 41.1
Peer Group Composite -6.4 15.1 -1.6 11.7 -6.7 22.3 10.4 4.9 4.2 28.6
Over / Under 5.1 4.9 -9.5 -5.0 -2.1 4.4 -3.0 8.0 3.0 12.5
Performance vs peer group composite: James Sym
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
6 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
4 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
5 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
R&M ES River and Mercantile European Lead manager IA Europe Excluding UK since Sep 30 2020 to present
R&M European Change For Better Lead manager IA Europe Excluding UK since Jun 21 2022 to present
Funds managed previously
Fund Periods
Schroder European Sustainable Equity since Nov 01 2012 to Mar 30 2020
Schroder European Alpha Plus since Jun 01 2014 to Mar 30 2020
Schroder ISF European Innovators since Jan 31 2016 to Mar 30 2020
MGTS AFH DA European Equity since Oct 02 2017 to Feb 02 2020
Schroder ISF European Opportunities since Jun 01 2018 to May 31 2020
Schroder European Sustainable Equity since Oct 01 2012 to Jun 13 2013
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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