James Morton

AAA
13 Years of experience

Professional background

Fund Manager, Rathbone Unit Trust Management.

Educational background

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

Performance

5.59%

Manager Annualised Return Since Inception

5.10%

Benchmark Annualised Return since Inception

Manager Performance

Manager

Benchmark

Dif.

Inception

5.59%
5.10%
0.49%

10Y

5.56%
7.04%
-1.48%

5Y

7.61%
14.50%
-6.89%

Data as at 30 June 2021.

Risk Statement / Disclaimer: Data is collected by Vadevalor. Care has been taken to ensure that the information is accurate, but Vadevalor 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
$ 39,000,000
Ongoing Charges
Management Fee: 1.5%, Performance Fee: 15% HWM