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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 Bullock

James Bullock

Showing manager performance in Funds Insider View performance globally

Citywire Rating: AA rated

2018

  • ARated AAA in Apr 2018
  • MRated AAA in May 2018
  • JRated AAA in Jun 2018
  • JRated AAA in Jul 2018
  • ARated AA in Aug 2018
  • SRated AA in Sep 2018
  • ORated AA in Oct 2018
  • NRated AA in Nov 2018

Performance

Equity - Global
over : 31/10/2017 - 31/10/2018
Rank 3/618 Equity - Global
Manager Return
1 Anu Narula 15.9%
1 Paul Middleton 15.9%
3 Michael Lindsell 15.8%
3 Nick Train 15.8%
3 James Bullock 15.8%

Total Return

Month by Month Performance

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 0.5% 13.0% 6.3%
2017 26.1% 7.2% 7.8% 1.7% 7.3%
2016 23.8% 4.7% 7.5% 10.6% -0.5%
2015 -2.3% -1.2% 6.1%

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Lindsell Train buys Hargreaves for Global fund

Nick Train and Michael Lindsell add Hargreaves Lansdown to Lindsell Train Global Equity fund, the first new buy for the portfolio since 2015.

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.