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 Baker
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.
Funds Managed
Citywire Rating: AAA rated
Performance
Manager | Return | ||
---|---|---|---|
25 | Catherine Stanley | -7.0% | |
26 | Trevor Green | -7.2% | |
27 | Edward Booth | -7.4% | |
27 | James Baker | -7.4% | |
29 | Luke Biermann | -7.5% | |
View full league table |
Total Return
Month by Month Performance
Quarterly Performance
to 01/01/2019 | Annual | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|---|
2018 | -8.9% | -0.6% | 6.1% | 1.0% | -14.4% |
2017 | 33.4% | 5.9% | 10.0% | 6.7% | 7.2% |
2016 | 19.3% | 1.0% | -6.3% | 18.5% | 6.3% |
2015 | 26.7% | 5.3% | 7.3% | 3.7% | 8.1% |