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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

Philip Roantree

Philip Roantree

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

Citywire Rating: Not Eligible

Philip Roantree does not currently have the required track record to be eligible for a Citywire Rating. See methodology

2002

  • SRated A in Sep 2002
  • ONot rated in Oct 2002
  • NRated A in Nov 2002
  • DRated A in Dec 2002

2003

  • JRated A in Jan 2003
  • FRated A in Feb 2003
  • MRated A in Mar 2003
  • ARated A in Apr 2003
  • MRated AA in May 2003
  • JRated AA in Jun 2003
  • JRated AA in Jul 2003
  • ARated AA in Aug 2003
  • SRated AA in Sep 2003
  • ORated AA in Oct 2003
  • NRated AA in Nov 2003
  • DRated AAA in Dec 2003

2004

  • JRated AA in Jan 2004
  • FRated AA in Feb 2004
  • MRated AA in Mar 2004
  • ARated AA in Apr 2004
  • MRated AA in May 2004
  • JRated AA in Jun 2004
  • JRated AA in Jul 2004
  • ARated AA in Aug 2004
  • SRated AA in Sep 2004
  • ORated AA in Oct 2004
  • NRated AA in Nov 2004
  • DRated AA in Dec 2004

2005

  • JRated AA in Jan 2005
  • FRated AA in Feb 2005
  • MRated AA in Mar 2005
  • ARated AA in Apr 2005
  • MRated A in May 2005
  • JRated A in Jun 2005
  • JRated AA in Jul 2005
  • ARated AA in Aug 2005
  • SRated AA in Sep 2005
  • ORated AA in Oct 2005
  • NRated AA in Nov 2005
  • DRated AA in Dec 2005

2006

  • JRated AA in Jan 2006
  • FRated AA in Feb 2006
  • MRated A in Mar 2006
  • ARated AA in Apr 2006
  • MRated A in May 2006
  • JRated AA in Jun 2006
  • JRated A in Jul 2006
  • ANot rated in Aug 2006
  • SRated A in Sep 2006
  • ORated A in Oct 2006
  • NNot rated in Nov 2006
  • DNot rated in Dec 2006

2007

  • JRated A in Jan 2007
  • FRated A in Feb 2007
  • MRated A in Mar 2007
  • ARated A in Apr 2007
  • MRated A in May 2007
  • JRated A in Jun 2007
  • JRated A in Jul 2007
  • ANot rated in Aug 2007
  • SNot rated 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
  • ANot rated in Aug 2008
  • SNot rated 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

Performance

over : 30/09/2016 - 30/09/2017

Total Return

Month by Month Performance

Quarterly Performance

to 30/09/2017 Annual Q1 Q2 Q3 Q4
2017 2.8% 1.2% 0.7%
2016 11.9% 2.7% 3.8% 7.1% -1.9%
2015 0.7%

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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.