James Morton

AAA

15 Years of experience

Focus on high-quality firms at attractive prices

Current firm: Perinvest

Professional background

Fund Manager, Rathbone Unit Trust Management.

Educational background

Firtst Class degree in Philosophy and Mathematics. University of Edinburgh.

Performance

3.03%

Manager Annualised Return Since Inception

1.6%

Benchmark Annualised Return since Inception

Manager Performance

Manager

Benchmark

Dif.

Inception*

3.03%

1.6%

1.42%

10Y

3.66%

3.03%

0.63%

-2.51%

-1.21%

-1.30%

*Inception date: 1/2/2008

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.

Perinvest Asia Dividend Equity

Value investing using fundamental analysis

Benchmark
MSCI AC Asia ex Japan, Net

Class
Class B Acc

ISIN
LU0338621724

AUM
29,038,443.98 €

Ongoing Charges
Management Fee: 1.5%, Performance Fee: 15% HWM