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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

Lee Freeman-Shor

Lee Freeman-Shor

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

About Lee Freeman-Shor

Lee Freeman-Shor was born in Nottingham in 1974 and graduated from Nottingham Trent University with a Bachelor of Law degree. He started his career in 1999 as an independent investment consultant at Chiltern Financial Services Ltd and in 2001 he joined Alexander Hall Associates where he was the head of investments. Lee joined Winterthur Life UK Ltd in 2002 where he was an investment development manager before joining Skandia Investment Group in 2005 where he was the co-head of equity research and is currently a fund manager. He holds the Financial Planning Cerificate from the Chartered Insurance Institute and also holds the Investment Management Certificate from the UK Society of Investment Professionals. Outside of fund management he enjoys tennis and the cinema and theatre.

Are you Lee Freeman-Shor?

Citywire Rating: Not Rated

2013

  • SRated Plus in Sep 2013
  • ORated Plus in Oct 2013
  • NNot rated in Nov 2013
  • DNot rated in Dec 2013

2014

  • JNot rated in Jan 2014
  • FNot rated in Feb 2014
  • MNot rated in Mar 2014
  • ANot rated in Apr 2014
  • MNot rated in May 2014
  • JNot rated in Jun 2014
  • JNot rated in Jul 2014
  • ANot rated in Aug 2014
  • SNot rated in Sep 2014
  • ONot rated in Oct 2014
  • NNot rated in Nov 2014
  • DRated Plus in Dec 2014

2015

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

2016

  • JRated Plus in Jan 2016
  • FRated Plus in Feb 2016
  • MRated Plus in Mar 2016
  • ARated Plus in Apr 2016
  • MRated Plus in May 2016
  • JRated Plus in Jun 2016
  • JNot rated in Jul 2016
  • ANot rated in Aug 2016
  • SNot rated in Sep 2016
  • ONot rated in Oct 2016
  • NNot rated in Nov 2016
  • DNot rated in Dec 2016

2017

  • JNot rated in Jan 2017
  • FNot rated in Feb 2017
  • MNot rated in Mar 2017
  • ANot rated in Apr 2017
  • MNot rated in May 2017
  • JNot rated in Jun 2017
  • JNot rated in Jul 2017
  • ANot rated in Aug 2017
  • SNot rated in Sep 2017
  • ONot rated in Oct 2017
  • NNot rated in Nov 2017
  • DNot rated in Dec 2017

2018

  • JNot rated in Jan 2018
  • FNot rated in Feb 2018
  • MNot rated in Mar 2018
  • ANot rated in Apr 2018

Performance

over : 31/03/2017 - 31/03/2018
Rank 1102/1648 Equity - Global
Manager Return
1101 Ben Leyland 12.0%
1102 Lee Freeman-Shor 12.0%
1103 Vasiliki Papachristou 12.0%
1104 Björn Lind 12.0%

Total Return

Month by Month Performance

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -2.4%
2017 21.4% 5.8% 4.2% 4.0% 5.9%
2016 -0.6% -3.8% -3.4% 6.9% -0.1%
2015 -2.9% 1.3% 3.5% -10.9% 3.9%
2014 -3.2% -0.5% 2.3% -5.3% 0.5%
2013 -1.5% 10.2% 7.9%

Related News

Boutique PM sets €1m charity prize in active-passive duel

Germany's Eckhard Sauren has challenged a passive fund manager to beat his performance over the next decade with a €1 million charity donation at stake.

OMGI’s European star: the post-Brexit opportunity investors are missing

While many investors are backing UK large caps as valuations drop fund manager Lee Freeman-Shor says one maligned area is actually offering up great opportunities.

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.