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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

Stephen Brown

Stephen Brown

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Citywire Rating: AA rated

2017

  • ARated AAA in Aug 2017
  • SRated AA in Sep 2017
  • ORated AA in Oct 2017
  • NRated AA in Nov 2017
  • DRated AA in Dec 2017

2018

  • JRated AA in Jan 2018
  • FRated A in Feb 2018
  • MRated A in Mar 2018
  • ANot rated in Apr 2018
  • MNot rated in May 2018
  • JNot rated in Jun 2018
  • JNot rated in Jul 2018
  • ANot rated in Aug 2018
  • SNot rated in Sep 2018
  • ORated Plus in Oct 2018
  • NRated A in Nov 2018
  • DRated Plus in Dec 2018

2019

  • JRated A in Jan 2019
  • FRated A in Feb 2019
  • MRated A in Mar 2019
  • ARated Plus in Apr 2019
  • MRated Plus in May 2019
  • JRated Plus in Jun 2019
  • JRated Plus in Jul 2019
  • ANot rated in Aug 2019
  • SRated Plus in Sep 2019
  • ONot rated in Oct 2019
  • NRated A in Nov 2019
  • DRated A in Dec 2019

2020

  • JRated AA in Jan 2020
  • FRated A in Feb 2020
  • MRated AA in Mar 2020
  • ARated Plus in Apr 2020
  • MRated AA in May 2020
  • JRated AA in Jun 2020
  • JRated AA in Jul 2020
  • ARated AA in Aug 2020
  • SRated AA in Sep 2020
  • ORated AA in Oct 2020
  • NRated AA in Nov 2020

Performance

over : 31/10/2017 - 31/10/2020

Total Return

Month by Month Performance

Quarterly Performance

to 30/09/2020 Annual Q1 Q2 Q3 Q4
2020 -29.2% 38.4% 7.9%
2019 19.4% 7.5% 2.4% -3.2% 12.1%
2018 -6.5% -9.1% 4.6% 1.9% -3.4%
2017 20.1% 4.3% -3.8% 8.8% 10.0%
2016 3.4% 5.5% -0.4% 2.4% -3.9%
2015 6.0% 8.8% -0.2% -5.1% 2.9%
2014 17.2% 6.5% 5.5% -0.3% 4.6%
2013 23.9% 1.7% 1.0% 14.1% 5.7%
2012 29.8% 7.4% 0.7% 6.1% 13.1%
2011 4.0% 0.4% 0.3% -4.4% 8.1%
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)..