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

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Martin Wilhelm

Martin Wilhelm

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

About Martin Wilhelm

Martin Wilhelm was born in Stuttgart, Germany, in 1964 and studied in Frankfurt. Previous to founding Institut für Kapitalmarkt, he was head of liquid and credit trading at Landesbank and director in global markets at Deutsche Bank, where he worked for sixteen years. Managing the Value Renten fund at IfK, Martin looks for value in corporate and government bonds worldwide. He employs fundamental valuation techniques with scoring models, and cash is a tactical element of his investment strategy. Martin is a Certified European Financial Analyst and member of the Society of Investment Professionals in Germany and the Association of German Foundations. Outside of fund management he enjoys playing golf, tennis, football, water sports and skiing, and cites history and classic cars amongst his interests.

Are you Martin Wilhelm?

Citywire Rating: + rated

2013

  • SRated A in Sep 2013
  • ORated A in Oct 2013
  • NRated A 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 Plus 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 A in Feb 2015
  • MRated A in Mar 2015
  • ARated A in Apr 2015
  • MRated A in May 2015
  • JRated AA in Jun 2015
  • JRated AA in Jul 2015
  • ARated AA in Aug 2015
  • SRated AA in Sep 2015
  • ORated A in Oct 2015
  • NRated A in Nov 2015
  • DRated Plus in Dec 2015

2016

  • JNot rated in Jan 2016
  • FNot rated in Feb 2016
  • MNot rated in Mar 2016
  • ANot rated in Apr 2016
  • MNot rated in May 2016
  • JNot rated 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
  • SRated Plus in Sep 2017
  • ORated Plus in Oct 2017
  • NRated Plus in Nov 2017

Performance

Bonds - Global
over : 31/10/2016 - 31/10/2017
Rank 12/513 Bonds - Global
Manager Return
10 Marie-Anne Allier 15.4%
10 Jean-Michel Vallas 15.4%
12 Martin Wilhelm 15.1%
13 Ben Hayward 14.7%
13 Rob Ford 14.7%
13 Douglas Charleston 14.7%
13 Aza Teeuwen 14.7%

Total Return

Month by Month Performance

Quarterly Performance

to 30/09/2017 Annual Q1 Q2 Q3 Q4
2017 5.0% 7.5% 5.5%
2016 6.5% 6.4% 1.0% 3.5% -4.2%
2015 -10.9% -7.5% 3.1% -5.6% -1.1%
2014 -8.8% 2.1% 1.9% -7.2% -5.5%
2013 11.4% -1.8% 1.6% 6.9% 4.4%
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.