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You are here: Manager factsheet

James Harries

Newton & BNY Mellon Asset Mgmt, BNY Mellon Investment Manageme
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FE Trustnet verdict
Overall, performing better than the peer group composite. Over a long track record, the manager has outperformed the peer group more often than not. Stockpicking has made a contribution to results, which have not been particularly exposed to falling markets.
Manager profile
James Harries is an Investment manager – global funds. And also a Member of the global equity model group Member of the macro strategy group, Member of the global investment meeting, Member of the bond/FX strategy group. His Qualification is BSc and MSc, and a Associate member of the United Kingdom Society of Investment Professionals (UKSIP).He is experienced from 1994 - 1995 British Army - RMA, Sandhurst,from 1995 - 2004 Newton Investment Management - Director of investment management (private clients),from 2004 - 2005 Veritas Asset Management - Investment manager, and from 2005 to date Newton Investment Management - Investment manager global funds.
Total return for James Harries
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
Discrete calendar year performance : James Harries

Manager career performance
Discrete performance
  0-12m 12-24m 24-36m 36-48m 48-60m 60-72m 72-84m 84-96m 96-108m 108-120m
James Harries 2.1 8.4 5.0 8.3 12.5 -7.0 7.5 10.9 14.7 27.6
Peer Group Composite 3.5 10.6 3.2 5.9 5.7 -6.1 -4.9 12.1 11.5 21.9
Over / Under -1.4 -2.2 1.8 2.4 6.8 -0.9 12.4 -1.2 3.2 5.7
Performance vs peer group composite: James Harries
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
6 years
out of a possible 10
Overall markets
Underperformed peer group composite
4 years
out of a possible 10
Rising markets
Outperformed peer group composite
5 years
out of a possible 8
Falling markets
Outperformed peer group composite
1 year
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
Newton Global Higher Income Lead manager UT Global Equity Income since Nov 30 2005 to present
Newton Real Return Co-managed (deputy) UT Targeted Absolute Return since May 01 2008 to present
BNY Mellon Global Real Return EUR Lead manager FO Absolute Return since Jun 01 2009 to present
BNY Mellon Global Real Return Co-managed (deputy) FO Absolute Return since Jan 01 2011 to present
Funds managed previously
Fund Periods
Newton Overseas Equity since Mar 29 1996 to May 31 2012
BNY Mellon Global Real Return since Jun 22 2009 to Aug 31 2010
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