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This Fund Manager Rating is based on the Citywire Long Only ratings methodology

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James Baker

James Baker

Showing manager performance globally. You can view performance in individual jurisdictions.

About James Baker

James Baker currently works at Chelverton and has over 30 years of equity market experience on both buy and sell sides, specialising for his whole career in UK small and mid caps stock selection. He has worked for several organisations over the years, but most notably spent 11 years from 1999 to 2011 as part of the ABN Amro, Small Mid cap sales team. Prior to joining Chelverton he worked as the assistant manager on the Rathbone UK Recovery fund. James is a History graduate from Cambridge University.

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Citywire Rating: AAA rated

2017

  • NRated AAA in Nov 2017
  • DRated AAA in Dec 2017

Performance

Equity - UK Smaller Companies
over : 30/11/2016 - 30/11/2017

Total Return

Month by Month Performance

Quarterly Performance

to 30/09/2017 Annual Q1 Q2 Q3 Q4
2017 5.9% 10.0% 6.7%
2016 19.3% 1.0% -6.3% 18.5% 6.3%
2015 26.7% 5.3% 7.3% 3.7% 8.1%

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Citywire Discovery Source: Citywire Discovery Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated)..Portions of the information contained on this page was derived by Citywire Financial Publishers Ltd using content supplied by Lipper, A Reuters Company.