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Fraser Lundie

Fraser Lundie

This manager holds an Absolute Return Rating: View performance
Showing manager performance globally. You can view performance in individual jurisdictions.

About Fraser Lundie

Co-head and lead credit portfolio manager Fraser Lundie joined Hermes in February 2010 and is lead manager on the Hermes range of credit strategies. Prior to this he was at Fortis Investments, where he was responsible for European high yield credit. Fraser graduated from the University of Aberdeen with an MA (Hons) in Economics, earned an MSc in Investment Analysis from the University of Stirling, and is a CFA charterholder.

Invests in own strategies

Runs institutional money

Are you Fraser Lundie?

Citywire Rating: Not Rated

2012

  • DNot rated in Dec 2012

2013

  • JNot rated in Jan 2013
  • FRated A in Feb 2013
  • MNot rated in Mar 2013
  • ANot rated in Apr 2013
  • MNot rated in May 2013
  • JNot rated in Jun 2013
  • JNot rated in Jul 2013
  • ANot rated in Aug 2013
  • SRated A in Sep 2013
  • ORated A in Oct 2013
  • NRated A in Nov 2013
  • DRated A in Dec 2013

2014

  • JRated Plus in Jan 2014
  • FRated Plus in Feb 2014
  • MRated A in Mar 2014
  • ARated A in Apr 2014
  • MRated A in May 2014
  • JRated A in Jun 2014
  • JRated A in Jul 2014
  • ARated A in Aug 2014
  • SRated A in Sep 2014
  • ORated Plus in Oct 2014
  • NNot rated in Nov 2014
  • DRated Plus in Dec 2014

2015

  • JRated Plus 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
  • MRated AA in May 2016
  • JRated AA in Jun 2016
  • JRated Plus in Jul 2016
  • ARated Plus in Aug 2016
  • SRated Plus in Sep 2016
  • ONot rated in Oct 2016
  • NRated Plus 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
  • JNot rated in Jun 2017
  • JNot rated in Jul 2017
  • ANot rated in Aug 2017
  • SNot rated in Sep 2017
  • ONot rated in Oct 2017
  • NNot rated in Nov 2017

Performance

over : 31/10/2016 - 31/10/2017
Manager Return
155 James Gledhill 7.6%
156 Fraser Lundie 7.6%
157 Warren Hyland 7.6%
158 Ian Spreadbury 7.5%

Total Return

Month by Month Performance

Quarterly Performance

to 30/09/2017 Annual Q1 Q2 Q3 Q4
2017 2.3% 1.9% 1.9%
2016 10.9% 2.2% 2.6% 4.7% 1.1%
2015 -2.5% 2.6% 0.2% -4.7% -0.5%
2014 4.9% 3.7% 3.6% -1.8% -0.6%
2013 3.0% 3.3%

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Coping in credit: what to focus on in 2017

Hermes and Pimco specialists give their outlook on the hot spots and the no go zones for credit investors in the coming year.

EMs can benefit from stronger dollar, says co-head of credit

Fraser Lundie believes emerging market bonds could benefit from an interest rate rise by the US Federal Reserve

Hermes' Lundie: why I’m adding to EM high yield

Citywire + rated bond specialist reveals the compelling investment case behind emerging market high yield.

...more...
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.