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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

Lance James

Lance James

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

Citywire Rating: Not Rated

2014

  • JRated Plus in Jul 2014
  • ARated AA in Aug 2014
  • SRated A in Sep 2014
  • ORated A in Oct 2014
  • NRated A in Nov 2014
  • DRated A in Dec 2014

2015

  • JRated A in Jan 2015
  • FRated A in Feb 2015
  • MRated A in Mar 2015
  • ARated A in Apr 2015
  • MRated A in May 2015
  • JRated A in Jun 2015
  • JRated AA in Jul 2015
  • ARated A in Aug 2015
  • SRated A in Sep 2015
  • ORated A in Oct 2015
  • NRated AA in Nov 2015
  • DRated AA in Dec 2015

2016

  • JRated AA in Jan 2016
  • FRated A in Feb 2016
  • MRated A in Mar 2016
  • ARated A in Apr 2016
  • MRated A in May 2016
  • JRated Plus in Jun 2016
  • JRated Plus in Jul 2016
  • ARated Plus in Aug 2016
  • SRated Plus in Sep 2016
  • ORated Plus in Oct 2016
  • NRated Plus in Nov 2016
  • DRated Plus in Dec 2016

2017

  • JRated Plus in Jan 2017
  • FNot rated in Feb 2017
  • MNot rated in Mar 2017
  • ANot rated in Apr 2017
  • MNot rated in May 2017
  • JNot rated in Jun 2017
  • JNot rated in Jul 2017
  • ANot rated in Aug 2017
  • SNot rated in Sep 2017
  • ONot rated in Oct 2017

Performance

Equity - US Small & Medium Companies
over : 30/09/2016 - 30/09/2017
Manager Return
716 David Wabnik 15.2%
717 Lance James 15.2%
718 James Kieffer 15.1%
718 Daniel Kane 15.1%
718 George Sertl 15.1%

Total Return

Month by Month Performance

Quarterly Performance

to 30/09/2017 Annual Q1 Q2 Q3 Q4
2017 -0.3% 0.8% 3.9%
2016 23.6% 1.1% 2.3% 8.4% 10.3%
2015 -7.9% 3.0% 0.0% -12.7% 2.5%
2014 41.2% 35.6% 2.1% -5.6% 7.9%
2013 24.0% 12.6% 3.6% 8.7% -2.2%
2012 3.9%

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