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This Fund Manager Rating is based on the Citywire Absolute Return ratings methodology

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James Burns

James Burns

Showing manager performance in United Kingdom View performance globally

About James Burns

James Burns was born in 1976 in Edinburgh, and obtained an MA in Management from St Andrews University in 1998. He joined Smith and Williamson in 1999 and is currently portfolio manager of the Nucleus Global Investment Fund and the Endurance Balanced Fund. He is a member of the Securities and Investment Institute. James list golf, tennis, rugby, soccer, theatre and hockey among his interests outside of fund management

Are you James Burns?

Citywire Rating: AA rated

2015

  • SRated Plus in Sep 2015
  • ORated Plus in Oct 2015
  • NNot rated in Nov 2015
  • DNot rated in Dec 2015

2016

  • JNot rated in Jan 2016
  • FNot rated in Feb 2016
  • MNot rated in Mar 2016
  • ANot rated in Apr 2016
  • MNot rated in May 2016
  • JNot rated in Jun 2016
  • JNot rated in Jul 2016
  • ANot rated in Aug 2016
  • SNot rated in Sep 2016
  • ONot rated in Oct 2016
  • NRated Plus in Nov 2016
  • DRated Plus in Dec 2016

2017

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

2018

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

2019

  • JRated A in Jan 2019
  • FRated A in Feb 2019
  • MRated AA in Mar 2019

Performance

over : 28/02/2018 - 28/02/2019

Total Return

Month by Month Performance

Quarterly Performance

to 01/01/2019 Annual Q1 Q2 Q3 Q4
2018 -0.8% -1.8% 2.6% 1.6% -3.1%
2017 6.4% 2.2% 0.8% 1.3% 2.0%
2016 7.5% -0.3% 1.7% 4.9% 1.1%
2015 1.1% 1.8% -0.4% -1.0% 0.7%
2014 1.1% 0.1% 1.2%

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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.