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

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Giorgio Bertoli

Giorgio Bertoli

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

About Giorgio Bertoli

Giorgio Bertoli is a portfolio manager at Banca del Sempione based in Lugano where he manages the Base Flexible Low Risk Exposure and Base Bonds USD and CHF Funds dealing in bonds and mixed assets, using a macro and fundamental investment style. Giorgio graduated from the Polytechnic University of Turin with a degree in Engineering.

Invests in own strategies

Runs institutional money

Are you Giorgio Bertoli?

Citywire Rating: + rated

2014

  • JNot rated in Jul 2014
  • ARated AA in Aug 2014
  • SRated AA in Sep 2014
  • ORated AA in Oct 2014
  • NRated AAA in Nov 2014
  • DRated AA in Dec 2014

2015

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

2016

  • JRated Plus in Jan 2016
  • FRated Plus in Feb 2016
  • MNot rated in Mar 2016
  • ARated Plus in Apr 2016
  • MRated Plus in May 2016
  • JRated Plus in Jun 2016
  • JRated Plus in Jul 2016
  • ARated Plus in Aug 2016
  • SRated Plus in Sep 2016
  • ORated Plus in Oct 2016
  • NRated A in Nov 2016
  • DRated A in Dec 2016

2017

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

Performance

over : 31/08/2016 - 31/08/2017
Manager Return
4 Gaël Fichan 2.9%
5 Agim Xhaja 2.2%
6 Giorgio Bertoli 0.7%
7 Roger Wyss 0.7%
8 Andreas Nigg -0.1%

Total Return

Month by Month Performance

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 0.7% -0.2%
2016 2.0% 0.2% 1.2% 0.7% -0.2%
2015 -0.4% 1.7% -1.0% -1.2% 0.2%
2014 4.0% 1.6% 1.3% 0.2% 0.8%
2013 0.2% 0.3% -1.4% 1.2% 0.2%
2012 1.1%

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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.