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This Fund Manager Rating is based on the Citywire Long Only ratings methodology

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Charles Somers

Charles Somers

Showing manager performance globally. You can view performance in individual jurisdictions.

About Charles Somers

Charles Somers joined Schroders in 1998. Between 1998 and 2006 he was an analyst covering various sectors and spent time on a secondment in New York as a US equity analyst and fund manager. In 2006 he joined Intrinsic Value Investors before returning to Schroders in 2008 where he is now lead fund manager of the Schroder ISF Global Demographic Opportunities Fund and the global sector specialist for consumer sectors within the global and international equities team. Somers is a CFA charterholder and he enjoys music in his spare time.

Invests in own strategies

Are you Charles Somers?

Citywire Rating: + rated

2013

  • JNot rated in Jun 2013
  • JNot rated in Jul 2013
  • ANot rated in Aug 2013
  • SNot rated in Sep 2013
  • ONot rated in Oct 2013
  • NNot rated in Nov 2013
  • DNot rated in Dec 2013

2014

  • JRated Plus in Jan 2014
  • FRated A in Feb 2014
  • MRated A in Mar 2014
  • ARated Plus 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
  • DRated Plus in Dec 2014

2015

  • JRated Plus in Jan 2015
  • FNot rated in Feb 2015
  • MRated Plus in Mar 2015
  • ARated Plus in Apr 2015
  • MNot rated in May 2015
  • JNot rated in Jun 2015
  • JRated Plus in Jul 2015
  • ARated Plus in Aug 2015
  • SRated Plus 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
  • 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
  • ANot rated in Apr 2017
  • MNot rated in May 2017
  • JRated Plus in Jun 2017
  • JRated Plus in Jul 2017
  • ARated Plus in Aug 2017
  • SRated Plus in Sep 2017
  • ORated Plus in Oct 2017
  • NRated Plus in Nov 2017

Performance

Equity - Global
over : 31/10/2016 - 31/10/2017
Rank 671/1835 Equity - Global
Manager Return
671 Charles Somers 23.3%
672 Andrew Holliman 23.3%
672 Bin Xiao 23.3%
672 Suhsi Cheng 23.3%
672 Christophe Liégeois-Williams 23.3%
672 Andrew Mackirdy 23.3%

Total Return

Month by Month Performance

Quarterly Performance

to 30/09/2017 Annual Q1 Q2 Q3 Q4
2017 7.7% 7.3% 4.9%
2016 0.3% -3.6% -1.4% 7.4% -1.9%
2015 3.0% 4.7% 0.6% -8.2% 6.5%
2014 0.4% -2.1% 3.0% -1.5% 1.2%
2013 24.6% 8.3% 0.1% 6.1% 8.3%

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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.