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James Sym

James Sym

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

About James Sym

James Sym joined Cazenove Capital in 2007. He is a member of the pan-European equity team with responsibility for Chemicals, Support Services, Household Goods, Personal Goods, Pharmaceuticals & Biotechnology and Telecommunication sector coverage. James manages the Schroder European Alpha and Alpha Plus funds. He graduated from St John's College, Cambridge University with a degree in Natural Sciences (Mineral Physics) and Management Studies and is a Chartered Financial Analyst. He has six years of investment experience.

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Citywire Rating: AA rated

2015

  • MRated AA in May 2015
  • JRated AA in Jun 2015
  • JRated AAA in Jul 2015
  • ARated AA in Aug 2015
  • SRated AA in Sep 2015
  • ORated AA in Oct 2015
  • NRated AA in Nov 2015
  • DRated AA in Dec 2015

2016

  • JRated AA in Jan 2016
  • FRated AA in Feb 2016
  • MRated AAA in Mar 2016
  • ARated AAA in Apr 2016
  • MRated AAA in May 2016
  • JRated AAA in Jun 2016
  • JRated AA in Jul 2016
  • ARated AA in Aug 2016
  • SRated AA in Sep 2016
  • ORated A in Oct 2016
  • NRated AA in Nov 2016
  • DRated AA in Dec 2016

2017

  • JRated AA in Jan 2017
  • FRated AA in Feb 2017
  • MRated Plus in Mar 2017
  • ANot rated in Apr 2017
  • MRated Plus in May 2017
  • JRated A in Jun 2017
  • JRated A in Jul 2017
  • ARated AA in Aug 2017
  • SRated A in Sep 2017
  • ORated A in Oct 2017
  • NRated AA in Nov 2017
  • DRated AA in Dec 2017

Performance

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 4.7% 3.9% 4.3%
2016 7.0% -7.8% -1.7% 5.8% 11.5%
2015 18.0% 23.4% -0.2% -9.9% 6.4%
2014 7.1% 11.6% 1.2% -2.2% -3.0%
2013 36.1% 5.0% 3.8% 15.4% 8.3%

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European equity manager says cryptocurrency is exactly what investors should avoid.

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Bond proxy trade is over, says equity star, with consumer staples stocks not worth the expense.

How inflation rings the changes for AA-rated manager Sym

European equity manager James Sym said the need to invest in new technology has reversed fortunes of an under-performing sector.

AA-rated Sym braces for ‘huge rotation’ in Europe

Schroders manager flocking to under-owned areas of the market as hunt for yield and rising inflation begin to turn.

Schroders strengthens AA-rated manager’s team

Asset management firm assigns co-manager to European equity approach as part of ambitions to promote internal talent.

Value stocks are at cheapest ever levels, says AAA-rated Sym

The European Equity manager believes beaten-down stocks will return to favour as inflation rises.

Schroders hands Euro equity fund to AA-rated manager

Investment firm announces change in leadership with head of UK and European equities stepping back, Citywire Selector can reveal.

...more...
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.