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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 Schroer

John Schroer

Citywire Rating: Not Rated

2017

  • JRated AA in Jan 2017
  • FRated A in Feb 2017
  • MRated AA in Mar 2017
  • ANot rated in Apr 2017
  • MRated Plus in May 2017
  • JRated Plus in Jun 2017
  • JNot rated in Jul 2017
  • ARated Plus in Aug 2017
  • SRated Plus in Sep 2017
  • ONot rated in Oct 2017
  • NNot rated in Nov 2017
  • DNot rated in Dec 2017

2018

  • JNot rated in Jan 2018
  • FNot rated in Feb 2018

Performance

over : 31/01/2017 - 31/01/2018

Total Return

Month by Month Performance

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
2017 17.3% 9.8% 6.3% 2.4% -1.9%
2016 -8.0% -11.6% 6.7% 2.2% -4.7%
2015 11.7% 12.0% 5.5% -10.6% 5.6%
2014 25.2% 6.9% 6.0% 6.9% 3.3%
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.