James Baker
AA
8 Years of experience
Focus on high-growth companies
Current firm: Chelverton
Professional background
Assitant Fund Manager, Rathbone UK Recovery Fund. Part of the ABN Amor, small mid cap sales team.
Educational background
Degree in History, Cambridge University.
Performance
14.54%
Manager Annualised Return Since Inception
3.65%
Benchmark Annualised Return since Inception
Manager Performance
Manager
Benchmark
Dif.
Inception*
14.54%
3.65%
10.89%
5Y
7.69%
-1.82%
9.52%
*Inception date: 10/20/2014
Data as at 30 September 2022.
Risk Statement / Disclaimer: Data is collected by Tenvalue. Care has been taken to ensure that the information is accurate, but Tenvalue neither warrants nor guarantees the contents, nor does it accept any responsibility for errors, inaccuracies or omissions herein. Past performance does not necessarily indicate future returns and should not be the sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise. This listing is for informational purposes only. You should not construe any of this material as investment, financial or other advice.
Mi Chelverton UK Equity Growth
Value investing using fundamental analysis
BenchmarkFTSE 250 ex Investment Trusts TR
ClassClass B
ISINGB00BP855B75
AUM1,415,395,854.26 €
Ongoing Charges0.85%