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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

Richard A. Barone

Richard A. Barone

Citywire Rating: A rated

2014

  • ONot rated in Oct 2014
  • NRated Plus in Nov 2014
  • DRated Plus in Dec 2014

2015

  • JRated Plus in Jan 2015
  • FRated Plus in Feb 2015
  • MRated Plus in Mar 2015
  • ANot rated in Apr 2015
  • MRated Plus in May 2015
  • JRated Plus in Jun 2015
  • JRated Plus in Jul 2015
  • ARated Plus in Aug 2015
  • SRated Plus in Sep 2015
  • ORated Plus in Oct 2015
  • NRated A in Nov 2015
  • DRated Plus in Dec 2015

2016

  • JRated Plus in Jan 2016
  • FRated Plus 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
  • ARated Plus in Aug 2016
  • SRated A in Sep 2016
  • ORated A in Oct 2016
  • NRated A in Nov 2016
  • DRated A in Dec 2016

2017

  • JRated A in Jan 2017
  • FRated A in Feb 2017
  • MRated A in Mar 2017
  • ARated A in Apr 2017
  • MRated Plus in May 2017
  • JRated Plus in Jun 2017
  • JRated Plus in Jul 2017
  • ARated A in Aug 2017
  • SRated Plus 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 A in Apr 2018
  • MRated A in May 2018
  • JRated A in Jun 2018
  • JRated A in Jul 2018

Performance

over : 30/06/2017 - 30/06/2018
Rank 102/407 Bonds - US Dollar
Manager Return
101 Thomas Houghton 1.1%
102 Richard A. Barone 1.1%
103 Paul Jablansky 1.1%
103 Kevin Booth 1.1%
103 William Scapell 1.1%
103 Demetrios Tsaparas 1.1%
103 Robert Crimmins 1.1%
103 Elaine Zaharis-Nikas 1.1%

Total Return

Month by Month Performance

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -1.3% 0.7%
2017 6.6% 3.3% 1.5% 1.3% 0.3%
2016 5.5% 2.5% 4.1% 2.3% -3.3%
2015 2.8% 2.1% -0.6% -1.2% 2.4%
2014 10.9% 6.6% 3.3% -0.3% 1.0%
2013 -3.1% 0.0%
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.