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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

Edward Rosenfeld

Edward Rosenfeld

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

Citywire Rating: + rated

2014

  • DRated Plus in Dec 2014

2015

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

2016

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

2017

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

Performance

over : 30/11/2014 - 30/11/2017

Total Return

Month by Month Performance

Quarterly Performance

to 30/09/2017 Annual Q1 Q2 Q3 Q4
2017 7.2% 14.0% 10.7%
2016 -7.5% -3.5% -7.3% 8.0% -4.3%
2015 20.6% 6.3% 7.9% -4.3% 9.8%
2014 -0.5% 6.1% -0.1% -8.5% 2.6%
2013 36.6% 4.6% 1.0% 14.3% 13.2%

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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 USD)..Portions of the information contained on this page was derived by Citywire Financial Publishers Ltd using content supplied by Lipper, A Reuters Company.