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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

Jonathan Winton

Jonathan Winton

Citywire Rating: A rated

2015

  • ARated AA in Aug 2015
  • SRated AA in Sep 2015
  • ORated AA 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 AA in May 2016
  • JRated AA in Jun 2016
  • JRated A in Jul 2016
  • ARated A in Aug 2016
  • SRated A in Sep 2016
  • ORated A in Oct 2016
  • NRated A in Nov 2016
  • DRated AA in Dec 2016

2017

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

2018

  • JRated A in Jan 2018

Performance

Equity - UK Smaller Companies
over : 31/12/2016 - 31/12/2017
Manager Return
46 Trevor Green 23.1%
46 David Lis 23.1%
48 Alex Wright 21.0%
48 Jonathan Winton 21.0%
50 Martin Turner 20.6%
50 Gervais Williams 20.6%

Total Return

Month by Month Performance

Quarterly Performance

to 31/12/2017 Annual Q1 Q2 Q3 Q4
2017 21.0% 7.2% 6.4% 1.1% 4.9%
2016 7.7% -1.8% -5.5% 9.5% 5.9%
2015 15.8% 6.4% 5.7% -3.0% 6.2%
2014 1.2% 2.5% -0.8% -1.0% 0.6%
2013 6.9% 10.2% 9.0%
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.