James Sym

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Manager factsheet

James Sym
River Global Investors LLP
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Manager profile

James graduated from the University of Cambridge with a degree in Natural Sciences. James joined Cazenove Capital in 2007 as a graduate trainee in Wealth Management before moving to work on the Pan European desk in 2008, initially on the UK desk. In 2012 he launched the Cazenove European Income fund as co-manager and, following the Schroders acquisition of Cazenove in 2013, was appointed manager of a number of continental and pan European equity products ultimately managing over £2bn of client assets as well as forming the specialist European equity team at Schroders. He joined River and Mercantile in June 2020 and is Head of Equities. James manages the R&M European and European Change for Better Strategies. James is the alternate manager on the R&M Global Recovery Strategy.

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Annualised total return over 11.3 years

+9.8%

Cumulative performance (% growth)

	1 year	3 years	5 years	7 years	10 years
James Sym	6.8	27.3	31.0	32.7	75.0
Peer Group Composite	11.7	22.6	38.4	43.8	85.5
Over / Under	-4.9	4.7	-7.4	-11.1	-10.5

Total return for James Sym

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

53-89m

65-101m

77-113m

89-125m

101-137m

Discrete calendar year performance : James Sym

Discrete performance

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

James Sym	6.8	9.7	8.7	41.1	-27.6	-4.7	7.1	31.7	-3.2	3.4
Peer Group Composite	11.7	5.1	4.4	25.6	-10.0	-1.0	4.9	23.0	-2.0	7.1
Over / Under	-4.9	4.6	4.3	15.5	-17.6	-3.7	2.2	8.7	-1.2	-3.7

Performance vs peer group composite: James Sym

How a manager matches up against their peers gives you some idea of how talented they are. 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 10

Overall markets

Underperformed peer group composite

5 years

out of a possible 10

Rising markets

Outperformed peer group composite

5 years

out of a possible 7

Falling markets

Outperformed peer group composite

0 years

out of a possible 3

Funds currently managed

Fund	Sole/Co-managed	Sector	Periods

R&M ES River and Mercantile European	Lead manager	IA Europe Excluding UK	since Sep 30 2020 to present

Funds managed previously

Fund	Periods

Schroder European Sustainable Equity	since Nov 01 2012 to Mar 30 2020
Schroder European Alpha Plus	since Jun 01 2014 to Mar 30 2020
Schroder ISF European Innovators	since Jan 31 2016 to Mar 30 2020
MGTS AFH DA European Equity	since Oct 02 2017 to Feb 02 2020
Schroder ISF European Opportunities	since Jun 01 2018 to May 31 2020
R&M European Change For Better	since Jun 21 2022 to Mar 12 2024
Schroder European Sustainable Equity	since Oct 01 2012 to Jun 13 2013