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James Baker

James Baker

Showing manager performance in United Kingdom View performance globally

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

2018

  • JRated AAA in Jan 2018
  • FRated AAA in Feb 2018
  • MRated AAA in Mar 2018
  • ARated AAA in Apr 2018
  • MRated AAA in May 2018
  • JRated AAA in Jun 2018
  • JRated AAA in Jul 2018
  • ARated AAA in Aug 2018
  • SRated AAA in Sep 2018
  • ORated AAA in Oct 2018
  • NRated AAA in Nov 2018
  • DRated AAA in Dec 2018

2019

  • JRated AAA in Jan 2019
  • FRated AAA in Feb 2019
  • MRated AAA in Mar 2019
  • ARated AAA in Apr 2019
  • MRated AAA in May 2019

Performance

Equity - UK Smaller Companies
over : 30/04/2018 - 30/04/2019

Total Return

Month by Month Performance

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 9.9%
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%

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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.