Will James | Fund manager factsheet | Standard Life Investments

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FE Trustnet Fund managers

Manager factsheet

Will James
Standard Life Investments
Manager factsheet pdf RSS Feed


	FE Trustnet verdict Overall, performing better than the peer group composite. Over a fairly lengthy track record, the manager has outperformed the peer group more often than not. Good stockpicking has had a material positive impact on results, which have not been particularly exposed to falling markets.

Manager profile

Will James joined the European Equities team in Jan 2007. He has managed the European Equity Income Fund since launch and for analysis of the Chemicals, Software, Tobacco and Tech & Hardware sectors. He joined Standard Life Investments from Adam and Company Investment Management where he achieved a Citywire AA rating managing the CF Adam Worldwide Fund. Prior to starting a career in investment management Will served as an officer in the 1st Battalion The Argyll and Sutherland Highlanders. He read French and Business Studies at the University of Edinburgh, holds the Securities Institute Diploma and is a CFA charterholder. He has 10 years’ experience in the industry which includes 4 years investment experience at Standard Life Investments.

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Will James is a FE Trustnet FE Alpha Manager who has maintained a consistently high alpha score over a proven track record in rising and falling markets.

Annualised total return over 6.8 years

+16.4%

Cumulative performance (% growth)

	1 year	3 years	5 years	7 years	10 years
Will James	29.2	38.0	74.2	88.1	-
Peer Group Composite	25.6	21.3	62.7	64.3	-
Over / Under	3.6	16.7	11.5	23.8	-

Total return for Will James

Rolling Alpha Quartile:

Discrete three year periods

Rolling Alpha Quartile shows a manager's alpha score in quartile terms, plotting his or her risk adjusted performance against all other managers in the UT & OEICs universe. The best managers are those who are consistently ranked in the first or second quartile.


Quartile 1
Quartile 2
Quartile 3
Quartile 4

0-36m

12-48m

24-60m

36-72m

48-84m

Discrete calendar year performance : Will James

Discrete performance

	0-12m	12-24m	24-36m	36-48m	48-60m	60-72m	72-84m	84-96m	96-108m	108-120m

Will James	29.2	-10.4	18.7	23.2	-	-	8.0	35.7	10.4	-
Peer Group Composite	25.6	-16.1	14.9	26.9	-	-	1.0	37.0	7.6	-
Over / Under	3.6	5.7	3.8	-3.7	-	-	7.0	-1.3	2.8	-

Performance vs peer group composite: Will James

How a manager matches up against his peers gives you some idea of how talented he is. Very few managers perform equally well in rising and falling markets, so knowing which type of market a manager is capable of performing well within is also important.

Overall markets

Outperformed peer group composite

5 years

out of a possible 7

Overall markets

Underperformed peer group composite

2 years

out of a possible 7

Rising markets

Outperformed peer group composite

4 years

out of a possible 6

Falling markets

Outperformed peer group composite

1 year

out of a possible 1

Funds currently managed

Fund	Sole/Co-managed	Sector	Periods

Stan Life Inv European Equity Income	Lead manager	UT Europe Excluding UK	since Apr 03 2009 to present

Funds managed previously

Fund	Periods

CF Adam Worldwide	since Jun 01 2004 to Jan 31 2007

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