JO HAMBRO CM UK EQUITY INCOME R GBP - Manager

James Lowen / Clive Beagles

James Lowen started his career in 1994 at KPMG, qualifying as a Chartered Accountant before moving to Newton in 1998 as a member of the Research Department. He became an Investment Director, a member of the UK Policy Group (responsible for setting UK equity strategy) and the investment committee before moving to JO Hambro in September 2004. Lowen holds a first class Economics degree from Exeter University and is a member of the IIMR.
Clive Beagles graduated in 1989 with a degree in Economics from Nottingham University and began his investment career at Commercial Union in the UK Equity team. After 7 years at CU, culminating in the management of their pooled pension fund, he joined Newton in September 1996 as a Regional Specialist, UK Equities. He ultimately became Head of UK Equities and chaired the UK Equity Policy group, before joining JO Hambro in September 2004.

Track record

James Lowen / Clive Beagles has 4.1 years experience of managing mutual funds in this sector. Over this period the average monthly return relative to the benchmark index has been +0.44%.
During the worst period of relative performance (from April 2008 - June 2008) there was a decline of 6% relative to the index. The worst absolute loss has been 28%. Statistically, we estimate the probability that this fund manager is adding value, rather than being lucky, is 97%.

Sector record since April 2008 (4 yrs)

About the MRI

Our unique indicator: the Bestinvest Manager Record Index (MRI) measures the likelihood that the fund manager is adding value through their decisions. It is based on their performance record over the course of their career, adjusted for the amount of risk taken. MRI is an important contributor to our fund rating system but it is also vital to take account of qualitative factors. It is also very important to select funds to form a cohesive portfolio with an appropriate overall risk level. Read more about our approach