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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 Goldstone

James Goldstone

Showing manager performance in United Kingdom View performance globally

About James Goldstone

James Goldstone is a fund manager at Invesco Perpetual based in the UK. He joined the firm in 2012 and previously was co-head of pan-European sales at Banco Espirito Santo. Currently he manages the Invesco UK Equity Pension, Pan-European Equity Income and Japanese Domiciled Pan-European Equity funds. There is no style bias within the Invesco Perpetual UK equity teams investment approach, which means the managers have the freedom to position the funds in response to underlying market conditions. James holds an Investment Management Certificate from the CFA Society of the UK and a BA in French from Manchester University.

Invests in own strategies

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Citywire Rating: Not Rated

2017

  • MRated Plus in May 2017
  • JRated Plus in Jun 2017
  • JRated Plus in Jul 2017
  • ANot rated in Aug 2017
  • SNot rated in Sep 2017
  • ONot rated in Oct 2017
  • NNot rated in Nov 2017
  • DNot rated in Dec 2017

2018

  • JNot rated in Jan 2018
  • FNot rated in Feb 2018
  • MNot rated in Mar 2018
  • ANot rated in Apr 2018
  • MNot rated in May 2018
  • JNot rated in Jun 2018
  • JNot rated in Jul 2018
  • ANot rated in Aug 2018
  • SNot rated in Sep 2018
  • ONot rated in Oct 2018
  • NNot rated in Nov 2018
  • DNot rated in Dec 2018

2019

  • JNot rated in Jan 2019
  • FNot rated in Feb 2019
  • MNot rated in Mar 2019
  • ANot rated in Apr 2019

Performance

Equity - Europe Income
over : 31/03/2018 - 31/03/2019
Manager Return
28 Scott Meech -2.8%
29 Stephanie Butcher -3.4%
29 James Goldstone -3.4%
31 Eric Labbé -4.5%

Total Return

Month by Month Performance

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 5.8%
2018 -12.7% -4.5% 3.3% 0.2% -11.8%
2017 11.3% 5.1% 4.2% 1.6% -0.1%
2016 14.2% -2.2% 0.7% 7.8% 7.6%
2015 8.9% 9.4% -2.1% -3.1% 5.0%
2014 -1.6% -0.1%

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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.