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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

Jon Forster

Jon Forster

About Jon Forster

Jon Forster is a Senior Portfolio Manager and Director at Impax Asset Management having joined the group in August 2000. He co-manages the Specialists Strategy (which includes Impax's flagship fund, Impax Environmental Markets plc) with Bruce Jenkyn-Jones. Jon began his career working with both private and quoted companies in 1994. Following his graduation from Leeds University in Management Studies, he spent four years working on acquisitions at HSBC Investment Bank. Subsequently, he spent two years as a consultant to venture capital investor Alchemy Partners with particular focus on manufacturing and resource management companies.

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Citywire Rating: Not Rated

2013

  • DRated A in Dec 2013

2014

  • JRated Plus in Jan 2014
  • FRated Plus in Feb 2014
  • MRated Plus in Mar 2014
  • ARated A in Apr 2014
  • MRated Plus in May 2014
  • JRated Plus in Jun 2014
  • JNot rated in Jul 2014
  • ANot rated in Aug 2014
  • SNot rated in Sep 2014
  • ONot rated in Oct 2014
  • NNot rated in Nov 2014
  • DNot rated in Dec 2014

2015

  • JNot rated in Jan 2015
  • FNot rated in Feb 2015
  • MNot rated in Mar 2015
  • ANot rated in Apr 2015
  • MNot rated in May 2015
  • JNot rated in Jun 2015
  • JNot rated in Jul 2015
  • ANot rated in Aug 2015
  • SNot rated in Sep 2015
  • ONot rated in Oct 2015
  • NNot rated in Nov 2015
  • DNot rated in Dec 2015

2016

  • JNot rated in Jan 2016
  • FNot rated in Feb 2016
  • MNot rated in Mar 2016
  • ANot rated in Apr 2016
  • MNot rated in May 2016
  • JNot rated in Jun 2016
  • JNot rated in Jul 2016
  • ANot rated in Aug 2016
  • SRated Plus in Sep 2016
  • ORated Plus in Oct 2016
  • NRated Plus in Nov 2016
  • DRated Plus in Dec 2016

2017

  • JRated A in Jan 2017
  • FRated A in Feb 2017
  • MRated A in Mar 2017
  • ARated Plus in Apr 2017
  • MRated Plus in May 2017
  • JNot rated in Jun 2017
  • JNot rated in Jul 2017
  • ARated Plus in Aug 2017
  • SRated Plus in Sep 2017
  • ONot rated in Oct 2017

Performance

Equity - Global Themes
over : 30/09/2016 - 30/09/2017
Manager Return
35 Stephan Werner 16.2%
36 Eve Navarre 15.8%
37 Jon Forster 15.5%
38 Bruce Jenkyn-Jones 15.2%
39 Richard Power 15.2%

Total Return

Month by Month Performance

Quarterly Performance

to 30/09/2017 Annual Q1 Q2 Q3 Q4
2017 5.5% 6.8% 5.3%
2016 11.4% 4.4% 0.9% 8.5% -2.5%
2015 -1.9% 0.8% 2.4% -9.7% 5.3%
2014 -5.5% 3.4% 1.4% -9.1% -0.8%
2013 31.5% 7.5% -1.1% 13.3% 9.2%
2012 5.0%
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.