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

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James Balfour

James Balfour

Showing manager performance in United Kingdom View performance globally

About James Balfour

James Balfour, CFA, is an equity fund manager at Aviva Investors, responsible for UK equity income strategies. He joined the firm in 2012 as part of their Investor Graduate Training Scheme and was appointed co-manager of the UK equity income strategy in 2016. Balfour graduated from Durham University with a BA in economics and the University of Essex with an MSc in finance and investment.

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Citywire Rating: Not Eligible

James Balfour does not currently have the required track record to be eligible for a Citywire Rating. See methodology

2018

  • JNot rated in Jun 2018
  • JNot rated in Jul 2018

Performance

Equity - UK Equity Income
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 9.3%
2018 -10.9% -5.9% 8.3% -2.0% -10.8%
2017 12.0% 4.2% 2.9% 0.0% 4.5%
2016 7.9% 2.9%
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.