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Jean-Marie Mercadal

Jean-Marie Mercadal

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

About Jean-Marie Mercadal

Born in France, 1963, Jean-Marie Mercadal received an MBA from Ecole Supérieure de Commerce in Toulouse, France. With over 20 years of industry-related experience, Mercadal is the Head of Multi Management and Asset Allocation at OFI AM. Prior to joining the company, he was the Chief Investment Officer at La Banque du Louvre. Along with a strong investment team, Mercadal manages a portfolio of funds at OFI AM. He lists rugby, tennis, golf and bridge among his interests outside of fund management.

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Citywire Rating: Not Rated

2005

  • ORated A in Oct 2005
  • NRated A in Nov 2005
  • DRated AA in Dec 2005

2006

  • JRated A in Jan 2006
  • FRated AA in Feb 2006
  • MRated AA in Mar 2006
  • ARated AA in Apr 2006
  • MRated AAA in May 2006
  • JRated AA in Jun 2006
  • JRated AAA in Jul 2006
  • ARated AA in Aug 2006
  • SRated AA in Sep 2006
  • ORated AA in Oct 2006
  • NRated AAA in Nov 2006
  • DRated AAA in Dec 2006

2007

  • JRated AAA in Jan 2007
  • FRated AAA in Feb 2007
  • MRated AAA in Mar 2007
  • ARated AAA in Apr 2007
  • MRated AAA in May 2007
  • JRated AAA in Jun 2007
  • JRated AAA in Jul 2007
  • ARated AAA in Aug 2007
  • SRated AAA in Sep 2007
  • ORated AAA in Oct 2007
  • NRated AAA in Nov 2007
  • DRated AA in Dec 2007

2008

  • JRated AA in Jan 2008
  • FRated A in Feb 2008
  • MRated A in Mar 2008
  • ARated A in Apr 2008
  • MRated A in May 2008
  • JRated AA in Jun 2008
  • JRated AA in Jul 2008
  • ARated A in Aug 2008
  • SRated A in Sep 2008
  • ONot rated in Oct 2008
  • NNot rated in Nov 2008
  • DNot rated in Dec 2008

2009

  • JNot rated in Jan 2009
  • FNot rated in Feb 2009
  • MNot rated in Mar 2009
  • ANot rated in Apr 2009
  • MNot rated in May 2009
  • JNot rated in Jun 2009
  • JNot rated in Jul 2009
  • ANot rated in Aug 2009
  • SNot rated in Sep 2009
  • ONot rated in Oct 2009
  • NNot rated in Nov 2009
  • DNot rated in Dec 2009

2010

  • JNot rated in Jan 2010
  • FNot rated in Feb 2010
  • MNot rated in Mar 2010
  • ANot rated in Apr 2010
  • MNot rated in May 2010
  • JNot rated in Jun 2010
  • JNot rated in Jul 2010
  • ANot rated in Aug 2010
  • SNot rated in Sep 2010
  • ONot rated in Oct 2010
  • NNot rated in Nov 2010
  • DNot rated in Dec 2010

2011

  • JNot rated in Jan 2011
  • FNot rated in Feb 2011
  • MNot rated in Mar 2011
  • ANot rated in Apr 2011
  • MNot rated in May 2011
  • JNot rated in Jun 2011
  • JNot rated in Jul 2011
  • ANot rated in Aug 2011
  • SNot rated in Sep 2011
  • ONot rated in Oct 2011
  • NNot rated in Nov 2011
  • DNot rated in Dec 2011

2012

  • JNot rated in Jan 2012
  • FNot rated in Feb 2012
  • MNot rated in Mar 2012
  • ANot rated in Apr 2012
  • MNot rated in May 2012
  • JNot rated in Jun 2012
  • JNot rated in Jul 2012
  • ANot rated in Aug 2012
  • SNot rated in Sep 2012
  • ONot rated in Oct 2012
  • NNot rated in Nov 2012
  • DNot rated in Dec 2012

2013

  • JNot rated in Jan 2013
  • FNot rated 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
  • SNot rated in Sep 2013
  • ONot rated in Oct 2013
  • NNot rated in Nov 2013
  • DRated Plus in Dec 2013

2014

  • JNot rated in Jan 2014
  • FNot rated in Feb 2014
  • MNot rated in Mar 2014
  • ANot rated in Apr 2014
  • MNot rated in May 2014
  • JNot rated 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
  • DNot rated in Dec 2014

2015

  • JNot rated 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
  • 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
  • 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

Performance

over : 30/09/2016 - 30/09/2017
Rank 1016/1834 Equity - Global
Manager Return
1014 Dan-Lan Lu 16.5%
1015 Mark Vrkic 16.5%
1016 Harri Kojonen 16.5%
1016 Sophie Ginisty 16.5%
1016 Jean-Marie Mercadal 16.5%

Total Return

Month by Month Performance

Quarterly Performance

to 30/09/2017 Annual Q1 Q2 Q3 Q4
2017 4.4% 7.0% 5.4%
2016 0.9% -1.6% -0.2% 3.8% -1.1%
2015 -1.8% -1.2% 1.9% -5.1% 2.7%
2014 -3.1% -0.5% 2.3% -3.7% -1.1%
2013 19.5% 3.8% -0.5% 6.9% 8.2%
2012 2.2%

Related News

OFI's Mercadal on the next 'Big Bang'

OFI Asset Management’s Jean-Marie Mercadal is breathing new life into the fund of funds industry.

OFI AM deputy CEO quits

Deputy CEO Thierry Callault has left the French asset management firm

OFI launches first Chinese A-shares fund

The French asset management firm, which received Chinese regulatory approval in May to invest in the country's domestic equities is to launch a new fund which will be run by the firm's CIO Jean-Marie Mercadal.

US equities gain the upper hand as central banks prepare to fight

Our panel of asset allocators consider which way to jump in order to avoid the cross fire as European and US central bankers take opposing positions.

Japan star Dang benefits from Tech bias

Oddo's Japan specialist Lan Dang, who gets a Citywire AAA rating in France for the first time this month, has almost 25% of her fund invested in TMT stocks.

Manager of new VAM fund of funds backs volatility plays

Luxembourg-based asset management company VAM Funds has joined forces with VP Bank to launch a multi-strategy fund of funds, which invests primarily in hedge funds. Manager Adrian Morger is expecting further volatility and has positioned his portfolio accordingly.

US managers Eloy and Covea climb the French ratings

Two lesser-known US equity managers, Dominique Eloy from La Banque Postale and Lucile Loques from Covea, have moved up to AA-ratings this month.

Selector's Choice: OFI's A-rated Mercadal backs stars of US large cap growth

Citywire A-rated Jean-Marie Mercadal, believes the best way to weather further volatility is to focus on US large cap growth managers. Stars such as François Mouté and Alger's Patrick Kelly are among his key selections.

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.