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Tobias Klein

Tobias Klein

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

About Tobias Klein

Tobias Klein started out as a capital markets research analyst at J.P. Morgan Investment Management KAG in 1991, and was promoted to the role of portfolio manager two years later. His time with First Private Investment Management began when he moved to what was then Salomon Brothers KAG in 1996. The group subsequently became a part of Citigroup, and was then taken private by way of a management buy out in March 2003. Klein quickly climbed the corporate ladder heading quant research, equities and portfolio management before taking on his current role of MD of Investments in 2001. His key fund is the EUROPA Aktienfonds ULM FP for which he relies on a ‘growing value’ investment style. He also manages the Akteur FP fund. Born in Düsseldorf in 1965, Klein attended Karsruhe University with a year spent studying in the USA at Stanford University. He enjoys travelling and relaxing with his family.

Are you Tobias Klein?

Citywire Rating: Not Rated

2005

  • JRated A in Jun 2005
  • JNot rated in Jul 2005
  • ANot rated in Aug 2005
  • SRated AA in Sep 2005
  • ORated A in Oct 2005
  • NRated AA in Nov 2005
  • DRated AA in Dec 2005

2006

  • JRated AA in Jan 2006
  • FRated A in Feb 2006
  • MRated A in Mar 2006
  • ARated A in Apr 2006
  • MRated A in May 2006
  • JRated A in Jun 2006
  • JNot rated in Jul 2006
  • ANot rated in Aug 2006
  • SNot rated in Sep 2006
  • ONot rated in Oct 2006
  • NNot rated in Nov 2006
  • DRated A in Dec 2006

2007

  • JRated A in Jan 2007
  • FRated A in Feb 2007
  • MRated A in Mar 2007
  • ANot rated in Apr 2007
  • MNot rated in May 2007
  • JNot rated in Jun 2007
  • JNot rated 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
  • 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
  • NRated Plus in Nov 2013
  • DRated A in Dec 2013

2014

  • JRated A in Jan 2014
  • FRated A in Feb 2014
  • MRated A in Mar 2014
  • ARated A in Apr 2014
  • MRated A in May 2014
  • JRated A in Jun 2014
  • JRated A in Jul 2014
  • ARated A in Aug 2014
  • SRated A in Sep 2014
  • ORated AA in Oct 2014
  • NRated AA in Nov 2014
  • DRated AA in Dec 2014

2015

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

2016

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

2017

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

2018

  • JRated Plus in Jan 2018
  • FNot rated in Feb 2018

Performance

over : 31/01/2017 - 31/01/2018
Rank 128/789 Equity - Europe
Manager Return
126 Adrian Fässler 16.4%
127 Christophe Deschamps 16.3%
128 Walter Levy 16.2%
128 Tobias Klein 16.2%
130 Nicolas Gazin 16.2%

Total Return

Month by Month Performance

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
2017 13.3% 6.9% 1.6% 5.0% -0.6%
2016 -5.1% -7.5% -8.8% 5.8% 6.4%
2015 12.5% 19.0% -2.8% -8.5% 6.3%
2014 6.4% 5.0% 3.7% -1.5% -0.7%
2013 0.8% 10.9% 7.2%

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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.