Register to get unlimited access to Citywire’s fund manager database. Registration is free and only takes a minute.
Please see terms and conditions for restrictions on use of Citywire's Fund Manager database.

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

Philip Barach

Philip Barach

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

Citywire Rating: AA rated

2014

  • ARated AAA in Aug 2014
  • SRated AAA in Sep 2014
  • ORated AAA in Oct 2014
  • NRated AAA in Nov 2014
  • DRated AAA in Dec 2014

2015

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

2016

  • JRated AA in Jan 2016
  • FRated A in Feb 2016
  • MRated A in Mar 2016
  • ARated A in Apr 2016
  • MRated A in May 2016
  • JRated A 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 AAA in Dec 2016

2017

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

Performance

over : 31/08/2016 - 31/08/2017

Total Return

Month by Month Performance

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 0.9% 1.6%
2016 1.6% 1.5% 1.6% 0.8% -2.2%
2015 1.6% 1.5% -0.8% 1.6% -0.7%
2014 6.6% 2.2% 2.1% 0.7% 1.5%
2013 -0.7% 1.2% -2.0% 0.4% -0.2%
2012 0.2%

Related News

Bond star Gundlach handed new ‘core’ US fund by Nordea

Investment firm unveils new US-focused strategy to DoubleLine co-founder, Citywire Selector has learned.

DoubleLine co-founder: how the Fed can retake control on rates

VIDEO: Citywire A-rated Philip Barach believes the central bank’s credibility hangs by a thread but can be recovered.

Fed rate rise: bond investors on what to do next

Citywire Global spoke to leading fixed income fund managers to see how the 25bps rise is set to impact investment thinking.

Fed pulls the trigger on first post-financial crisis rate rise

US central bank ends 2015 with announcement of policy change which indicates strong support for strength of economic growth.

DoubleLine Capital co-founder: why the Fed will hold fire on rates rise

VIDEO: Citywire AAA-rated Philip Barach expects little more than a ‘symbolic’ shift by the central bank in the coming year.

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.