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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

Mark Rodgers

Mark Rodgers

Citywire Rating: AA rated

2016

  • JNot rated in Jul 2016
  • ANot rated in Aug 2016
  • SNot rated in Sep 2016
  • ONot rated in Oct 2016
  • NNot rated in Nov 2016
  • DNot rated in Dec 2016

2017

  • JNot rated in Jan 2017
  • FNot rated in Feb 2017
  • MNot rated in Mar 2017
  • ARated Plus in Apr 2017
  • MRated Plus in May 2017
  • JRated Plus in Jun 2017
  • JRated A in Jul 2017
  • ARated A in Aug 2017
  • SRated A in Sep 2017
  • ORated A in Oct 2017
  • NRated AA in Nov 2017

Performance

Equity - US
over : 31/10/2016 - 31/10/2017
Rank 553/1553 Equity - US
Manager Return
552 Peter Albanese 23.7%
553 Michael Rodgers 23.7%
553 Mark Rodgers 23.7%
555 Manuel S. Orta 23.7%
555 James Tierney 23.7%

Total Return

Month by Month Performance

Quarterly Performance

to 30/09/2017 Annual Q1 Q2 Q3 Q4
2017 6.4% 2.2% 4.4%
2016 21.2% 4.5% 1.5% 7.6% 6.2%
2015 -6.0% 1.5% -1.6% -10.8% 5.7%
2014 5.8% -0.2% 3.1% -1.0% 3.8%
2013 6.4% 7.0%
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.