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This Fund Manager Rating is based on the Citywire Long Only ratings methodology

Citywire Ratings are rewarded for risk adjusted outperformance of benchmarks we select independently More information on how Ratings are calculated

James Lowen

James Lowen

Showing manager performance globally. You can view performance in individual jurisdictions.

Citywire Rating: AA rated

2010

  • ARated AA in Apr 2010
  • MRated AA in May 2010
  • JRated AA in Jun 2010
  • JRated AA in Jul 2010
  • ARated AA in Aug 2010
  • SRated AAA in Sep 2010
  • ORated AAA in Oct 2010
  • NRated AAA in Nov 2010
  • DRated AAA in Dec 2010

2011

  • JRated AAA in Jan 2011
  • FRated AAA in Feb 2011
  • MRated AAA in Mar 2011
  • ARated AAA in Apr 2011
  • MRated AAA in May 2011
  • JRated AAA in Jun 2011
  • JRated AAA in Jul 2011
  • ARated AAA in Aug 2011
  • SRated AAA in Sep 2011
  • ORated AAA in Oct 2011
  • NRated AAA in Nov 2011
  • DRated AAA in Dec 2011

2012

  • JRated AA in Jan 2012
  • FRated AAA in Feb 2012
  • MRated AA in Mar 2012
  • ARated AA in Apr 2012
  • MRated AA in May 2012
  • JRated A in Jun 2012
  • JRated A in Jul 2012
  • ARated A in Aug 2012
  • SRated A in Sep 2012
  • ORated A in Oct 2012
  • NRated A in Nov 2012
  • DRated AA in Dec 2012

2013

  • JRated AA in Jan 2013
  • FRated AA in Feb 2013
  • MRated AA in Mar 2013
  • ARated AA in Apr 2013
  • MRated A in May 2013
  • JRated A in Jun 2013
  • JRated AA in Jul 2013
  • ARated AA in Aug 2013
  • SRated AA in Sep 2013
  • ORated AA in Oct 2013
  • NRated AA in Nov 2013
  • DRated AA in Dec 2013

2014

  • JRated AA in Jan 2014
  • FRated AA in Feb 2014
  • MRated AA in Mar 2014
  • ARated AA in Apr 2014
  • MRated AA in May 2014
  • JRated AA in Jun 2014
  • JRated AA in Jul 2014
  • ARated AA in Aug 2014
  • SRated AA in Sep 2014

Performance

Equity - UK Equity Income over : 31/08/2013 - 31/08/2014
Manager Return
25 Leigh Harrison 13.2%
25 Richard Colwell 13.2%
27 Clive Beagles 13.1%
27 James Lowen 13.1%
29 George Luckraft 13.1%

Total Return

Month by Month Performance

Quarterly Performance

to 31/08/2014 Annual Q1 Q2 Q3 Q4
2014 3.6% -0.1% 1.4% 2.2%
2013 30.4% 12.1% 1.3% 7.2% 7.2%
2012 24.3% 10.9% -2.7% 9.5% 5.3%
2011 -4.0% 3.1% 1.4% -14.0% 6.9%
2010 16.9% 6.2% -11.0% 14.0% 8.4%
2009 7.1% 5.5% 1.5%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in GBP)..
Portions of the information contained on this page was derived by Citywire Financial Publishers Ltd using content supplied by Lipper, A Reuters Company.

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