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

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Henry Lowson

Henry Lowson

About Henry Lowson

Henry Lowson joined Royal London Asset Management in September 2016 as a senior fund manager and is lead manager on the RL UK Smaller Companies Fund. Lowson began his fund management career in 2005, spending almost 12 years working for AXA Investment Managers. In May 2012 he became lead fund manager of the AXA Framlington UK Smaller Companies Fund, which he ran successfully until joining RLAM. He was also responsible for co-managing a variety of segregated UK small/mid cap mandates while at AXA. He is a CFA Charterholder and a Member of the Chartered Institute for Securities and Investment. Lowson graduated from Edinburgh University in 2004 with a MA (Hons) degree in economics and geography.

Invests in own strategies

Runs institutional money

Are you Henry Lowson?

Citywire Rating: AA rated

2014

  • NRated A in Nov 2014
  • DRated AA in Dec 2014

2015

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

2016

  • JRated AAA in Jan 2016
  • FRated AAA in Feb 2016
  • MRated AAA in Mar 2016
  • ARated AAA in Apr 2016
  • MRated AAA in May 2016
  • JRated AAA in Jun 2016
  • JNot rated in Jul 2016
  • ANot rated in Aug 2016
  • SNot rated in Sep 2016
  • ORated AAA in Oct 2016
  • NRated AAA in Nov 2016
  • DRated AA in Dec 2016

2017

  • JRated AA in Jan 2017
  • FRated AA in Feb 2017
  • MRated AA in Mar 2017
  • ARated A in Apr 2017
  • MRated AA in May 2017
  • JRated AAA in Jun 2017
  • JRated AAA in Jul 2017
  • ARated AA in Aug 2017
  • SRated AA in Sep 2017
  • ORated AA in Oct 2017
  • NRated AAA in Nov 2017
  • DRated AA in Dec 2017

2018

  • JRated AA in Jan 2018
  • FRated AA in Feb 2018
  • MRated AAA in Mar 2018
  • ARated AAA in Apr 2018
  • MRated AA in May 2018
  • JRated AA in Jun 2018
  • JRated AA in Jul 2018

Performance

over : 30/06/2017 - 30/06/2018

Total Return

Month by Month Performance

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -5.4% 8.6%
2017 25.5% 5.2% 8.3% 4.9% 5.0%
2016 3.5% -1.9% -7.9% 12.7% 1.6%
2015 21.9% 4.4% 8.8% 2.8% 4.4%
2014 5.8% 5.0% -4.5% 0.9% 4.5%
2013 13.7% 12.8%
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.