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

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Richard Halle

Richard Halle

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

About Richard Halle

Richard Halle graduated from the University of Natal in South Africa with a Bachelor of Commerce degree. He started his career as a securities analyst at Sedgwick Group and in 1999 he joined M&G as an investment analyst specialising in the insurance sector. Richard joined the European equities team in 2002 and became a fund manager in 2008. He is a Chartered Financial Analyst.

Are you Richard Halle?

Citywire Rating: + rated

2006

  • MNot rated in Mar 2006
  • ANot rated in Apr 2006
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2007

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2008

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2009

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2010

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  • SRated A in Sep 2010
  • 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
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  • ORated A in Oct 2011
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2012

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2013

  • JNot rated in Jan 2013
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  • NRated Plus in Nov 2013
  • DNot rated in Dec 2013

2014

  • JRated Plus in Jan 2014
  • FRated Plus in Feb 2014
  • MRated Plus in Mar 2014
  • ARated Plus in Apr 2014
  • MRated Plus in May 2014
  • JRated Plus in Jun 2014
  • JRated Plus in Jul 2014
  • ARated Plus in Aug 2014
  • SNot rated in Sep 2014
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  • DRated Plus in Dec 2014

2015

  • JNot rated in Jan 2015
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  • ARated Plus in Apr 2015
  • MRated A in May 2015
  • JRated A in Jun 2015
  • JRated AA in Jul 2015
  • ARated A in Aug 2015
  • SRated A in Sep 2015
  • ORated A in Oct 2015
  • NRated Plus in Nov 2015
  • DRated A in Dec 2015

2016

  • JRated A in Jan 2016
  • FRated A in Feb 2016
  • MRated AA in Mar 2016
  • ARated A in Apr 2016
  • MRated A in May 2016
  • JRated A in Jun 2016
  • JNot rated in Jul 2016
  • ARated Plus in Aug 2016
  • SRated Plus in Sep 2016
  • ONot rated in Oct 2016
  • NRated Plus in Nov 2016
  • DRated Plus in Dec 2016

2017

  • JRated Plus in Jan 2017
  • FRated A in Feb 2017
  • MRated Plus in Mar 2017
  • ANot rated in Apr 2017
  • MRated Plus in May 2017
  • JNot rated in Jun 2017
  • JRated Plus in Jul 2017
  • ANot rated in Aug 2017
  • SNot rated in Sep 2017
  • ORated Plus in Oct 2017
  • NRated Plus in Nov 2017

Performance

Equity - Europe
over : 31/10/2016 - 31/10/2017
Rank 290/779 Equity - Europe
Manager Return
290 Dietmar Feitzinger 19.5%
290 Richard Halle 19.5%
292 Markus Jandrisevits 19.5%

Total Return

Month by Month Performance

Quarterly Performance

to 30/09/2017 Annual Q1 Q2 Q3 Q4
2017 4.7% 1.8% 1.5%
2016 4.4% -7.1% -3.2% 5.1% 10.5%
2015 9.4% 16.5% -1.3% -10.1% 5.8%
2014 7.0% 3.1% 3.3% 0.3% 0.2%
2013 25.9% 5.8% 0.4% 10.2% 7.5%

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M&G on opportunities in European value equities

In this sponsored video, Richard Halle and Jonathan Willcocks of M&G make the case for investing in European value stocks, which are cheaper than they have been for many years.  

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M&G launches pan-European dividend fund

M&G has launched a European dividend fund offering income and growth objectives for manager Richard Halle.

Thursday's funds news from around Europe

Italian boutique bucks outflow trend, UBS gets a new president, Buffett is eyeing Europe, UK managers speak out on RBS, BSI closes inefficient funds:all the funds news from around Europe.

...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.