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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

John Birkhold

John Birkhold

Citywire Rating: Not Rated

2017

  • JNot rated in Jun 2017
  • JNot rated in Jul 2017
  • ARated Plus in Aug 2017
  • SRated A in Sep 2017
  • ORated A in Oct 2017
  • NRated A in Nov 2017
  • DRated A in Dec 2017

2018

  • JRated A in Jan 2018
  • FRated A in Feb 2018
  • MRated A in Mar 2018
  • ARated Plus in Apr 2018
  • MNot rated in May 2018
  • JNot rated in Jun 2018

Performance

over : 31/05/2017 - 31/05/2018

Total Return

Month by Month Performance

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -0.9%
2017 38.8% 10.2% 5.0% 11.7% 7.4%
2016 -0.2% -3.4% -2.4% 10.5% -4.2%
2015 5.4% 8.2% 3.5% -11.3% 6.2%
2014 1.7% 2.0% 4.1% -4.1% -0.2%
2013 10.6% 10.4%
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.