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

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Ian Spreadbury

Ian Spreadbury

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

About Ian Spreadbury

Ian Spreadbury earned a BSc in Pure & Applied Mathematics from the University of North Wales in 1972 and went on to gain an MSc in Mathematical Statistics from Sussex University in 1976. Immediately after he graduated, Spreadbury worked as an actuary for various employers before he moved into fund management with Legal & General in 1985. He joined Fidelity in 1995 and brings a cautious and long-term approach to the funds he runs which include the Fidelity Extra Income, Fidelity Moneybuilder Balanced and Fidelity Moneybuilder Income unit trusts along with a broad selection of offshore and institutional portfolios.

Are you Ian Spreadbury?

Citywire Rating: Not Rated

2002

  • SNot rated in Sep 2002
  • ONot rated in Oct 2002
  • NNot rated in Nov 2002
  • DNot rated in Dec 2002

2003

  • JNot rated in Jan 2003
  • FNot rated in Feb 2003
  • MNot rated in Mar 2003
  • ARated A in Apr 2003
  • MRated A in May 2003
  • JRated AA in Jun 2003
  • JRated AA in Jul 2003
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  • SRated AA in Sep 2003
  • ORated AA in Oct 2003
  • NRated AA in Nov 2003
  • DRated AA in Dec 2003

2004

  • JRated AA in Jan 2004
  • FRated AA in Feb 2004
  • MRated AA in Mar 2004
  • ARated AA in Apr 2004
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  • JRated AA in Jun 2004
  • JRated AA in Jul 2004
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  • DRated AA in Dec 2004

2005

  • JRated AA in Jan 2005
  • FRated AA in Feb 2005
  • MRated AA in Mar 2005
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  • JRated A in Jun 2005
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2006

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  • DRated A in Dec 2006

2007

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  • FRated A in Feb 2007
  • MRated A in Mar 2007
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  • MRated A in May 2007
  • JRated AA in Jun 2007
  • JRated AA in Jul 2007
  • ARated A in Aug 2007
  • SRated A in Sep 2007
  • ONot rated in Oct 2007
  • NNot rated in Nov 2007
  • DNot rated in Dec 2007

2008

  • JNot rated in Jan 2008
  • FNot rated in Feb 2008
  • MNot rated in Mar 2008
  • ANot rated in Apr 2008
  • MNot rated in May 2008
  • JNot rated in Jun 2008
  • JNot rated in Jul 2008
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  • DNot rated in Dec 2008

2009

  • JNot rated in Jan 2009
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  • MNot rated in Mar 2009
  • ANot rated in Apr 2009
  • MNot rated in May 2009
  • JNot rated in Jun 2009
  • JRated A in Jul 2009
  • ARated A in Aug 2009
  • SRated A in Sep 2009
  • ONot rated in Oct 2009
  • NRated A in Nov 2009
  • DRated A in Dec 2009

2010

  • JRated A in Jan 2010
  • FRated A in Feb 2010
  • MRated A in Mar 2010
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  • MRated A in May 2010
  • JRated A in Jun 2010
  • JRated A in Jul 2010
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  • ORated A in Oct 2010
  • NRated A in Nov 2010
  • DRated A in Dec 2010

2011

  • JRated A in Jan 2011
  • FRated A in Feb 2011
  • MRated A in Mar 2011
  • ARated A in Apr 2011
  • MNot rated in May 2011
  • JNot rated in Jun 2011
  • JRated A in Jul 2011
  • ARated A in Aug 2011
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  • NRated A in Nov 2011
  • DRated A in Dec 2011

2012

  • JRated A in Jan 2012
  • FRated A in Feb 2012
  • MRated A in Mar 2012
  • ARated A in Apr 2012
  • MNot rated in May 2012
  • JNot rated in Jun 2012
  • JRated A in Jul 2012
  • ARated A in Aug 2012
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2013

  • JNot rated in Jan 2013
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2014

  • JNot rated in Jan 2014
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  • MNot rated in May 2014
  • JNot rated in Jun 2014
  • JNot rated in Jul 2014
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  • SNot rated in Sep 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
  • ARated Plus 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 Plus in Nov 2015
  • DRated Plus in Dec 2015

2016

  • JRated Plus in Jan 2016
  • FRated Plus in Feb 2016
  • MRated Plus 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 Plus in Nov 2016
  • DRated Plus in Dec 2016

2017

  • JRated Plus 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
  • 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
156 Fraser Lundie 7.6%
157 Warren Hyland 7.6%
158 Ian Spreadbury 7.5%
159 Robert Salvin 7.5%
159 Benjamin D. Miller 7.5%
159 Kevin Bakker 7.5%

Total Return

Month by Month Performance

Quarterly Performance

to 30/09/2017 Annual Q1 Q2 Q3 Q4
2017 2.5% 1.6% 1.8%
2016 14.3% 2.7% 4.7% 4.4% 1.7%
2015 -2.5% 2.0% 0.9% -4.3% -1.0%
2014 0.7% 2.6% 2.9% -2.8% -1.8%
2013 5.9% 2.0% -1.5% 1.7% 3.6%

Related News

Fidelity to convert veteran’s fund into unconstrained approach

US asset management firm announces changes to long-running strategy to add more flexible investment style, Citywire Global has learned.

Fidelity hires corporate bond star from UK rival

Citywire AA-rated manager to be named across income-focused funds having overseen €2.8bn in assets at previous company.

Corporate debt showing 'signs of deterioration', warns Fidelity veteran

Ian Spreadbury trims exposure to investment grade corporate bonds in his Strategic Bond fund and boosts HY allocation.

Fidelity bond star: the violent sell off may not be over yet

Fidelity's Ian Spreadbury says recent volatility in core government bond markets shows how hard it has become to find genuine safe havens.

IG corporates offer best value says Fidelity bond veteran Spreadbury

Bond veteran Ian Spreadbury is wary on the macro environment and future inflation, but is still finding selective opportunities in the periphery of Europe.

Credit market conditions thawing, says Fidelity’s Spreadbury

Fidelity bond specialist Ian Spreadbury, points to recent issuance of debt as a sign that conditions in the credit markets are thawing. 

Gilts are at crossroads, warns Fidelity's Spreadbury

Fidelity sterling bonds specialist, Ian Spreadbury, fears inflationary pressure on the back of government policy, but says continued de-leveraging could have deflationary effect.

Corporate bonds bottoming out: fund news around Europe

80% of Austrian funds post negative results, bond managers claim corporate debt rally on its way, a third of Swedish AUM is lost, French funds lose 16.7%; the major funds stories from around Europe

Bestinver holds on to Repsol but avoids banks: Tuesday's funds news in Europe

Inflation hits savings at top Swedish banks, Sauren gets listing on Fidelity platform, pay rises for Spanish directors, Swiss firm launches new ethical fund, Bestinver steers clear of banks: all Europe's funds news in Citywire's daily round-up.

Fidelity launches absolute return fund for Spreadbury

Fidelity has produced global credit absolute return mandate for fixed income veteran Ian Spreadbury.

...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.