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

Citywire Ratings are rewarded for risk adjusted outperformance of benchmarks we select independently More information on how Ratings are calculated

James Bateman

James Bateman

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

Citywire Rating: Not Rated

2015

  • SRated A in Sep 2015
  • ORated Plus in Oct 2015
  • NRated A in Nov 2015
  • DRated A in Dec 2015

2016

  • JRated A in Jan 2016
  • FRated Plus in Feb 2016
  • MRated Plus in Mar 2016
  • ARated Plus in Apr 2016
  • MRated Plus in May 2016
  • JRated Plus in Jun 2016
  • JNot rated in Jul 2016
  • ARated Plus in Aug 2016
  • SRated Plus in Sep 2016
  • ONot rated in Oct 2016
  • NRated Plus in Nov 2016
  • DNot rated in Dec 2016

2017

  • JNot rated in Jan 2017
  • FNot rated in Feb 2017
  • MNot rated in Mar 2017
  • ANot rated in Apr 2017
  • MNot rated in May 2017
  • JNot rated in Jun 2017
  • JNot rated in Jul 2017
  • ANot rated in Aug 2017

Performance

over : 31/07/2016 - 31/07/2017
Rank 738/1811 Equity - Global
Manager Return
736 Erik Breen 16.5%
737 Klaus Kaldemorgen 16.5%
738 James Bateman 16.5%
738 Pascal Latrouite 16.5%
738 Ryan Friedman 16.5%

Total Return

Month by Month Performance

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 7.0% 4.5%
2016 2.0% -2.1% -3.8% 7.8% 0.5%
2015 -4.2% 1.2% 2.7% -11.8% 4.5%
2014 5.0% 2.4% 4.9% -3.1% 0.9%
2013 6.3%

Related News

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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.