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

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James Zimmerman

James Zimmerman

About James Zimmerman

James Zimmerman is a graduate of the University of Pennsylvania and has passed the three levels of the CFA examinations. He re-joined the Jupiter UK Growth team in 2014. After working for two years as an analyst for Jupiter’s UK Income team, James spent one year in New York working for a global long-only equity fund, Rockefeller and Company, as an analyst for the flagship fund.

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Citywire Rating: AAA rated


  • JRated AAA in Jun 2018
  • JRated AAA in Jul 2018
  • ARated AAA in Aug 2018


Equity - UK Smaller Companies
over : 31/07/2017 - 31/07/2018

Total Return

Month by Month Performance

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 1.0% 8.7%
2017 41.2% 5.8% 9.8% 10.5% 9.9%
2016 23.1% 2.2% -4.9% 14.5% 10.6%
2015 -0.2% 2.4%
Citywire Discovery Source: Citywire Discovery Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated)..Portions of the information contained on this page was derived by Citywire Financial Publishers Ltd using content supplied by Lipper, A Reuters Company.