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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

Jamie Horvat

Jamie Horvat

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

Citywire Rating: A rated

2016

  • MRated A in May 2016
  • JRated AA in Jun 2016
  • JRated AA in Jul 2016
  • ARated AA in Aug 2016
  • SRated AA in Sep 2016
  • ORated AA in Oct 2016
  • NRated AA 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 A in May 2017
  • JRated A in Jun 2017
  • JRated A in Jul 2017
  • ARated A in Aug 2017
  • SRated Plus in Sep 2017
  • ORated A in Oct 2017
  • NRated A in Nov 2017

Performance

over : 31/10/2016 - 31/10/2017
Manager Return
9 Mark Lacey -3.7%
9 James Luke -3.7%
11 Jamie Horvat -3.9%
12 Julian Lin -4.1%
13 Paul Kennedy -4.6%

Total Return

Month by Month Performance

Quarterly Performance

to 30/09/2017 Annual Q1 Q2 Q3 Q4
2017 10.6% -1.8% 2.2%
2016 50.6% 31.6% 34.8% 1.5% -16.3%
2015 -29.4% -3.7% -0.6% -21.9% -5.6%
2014 -11.4% 7.2% 5.3% -13.5% -9.3%
2013 3.0% -3.3%

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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.