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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

Paul Wojik

Paul Wojik

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

Citywire Rating: AA rated

2017

  • JRated Plus in Jun 2017
  • JRated Plus in Jul 2017
  • ARated A in Aug 2017
  • SRated A in Sep 2017
  • ORated A in Oct 2017
  • NRated AA in Nov 2017

Performance

Equity - US
over : 31/10/2016 - 31/10/2017
Rank 112/574 Equity - US
Manager Return
111 François Boulte 25.4%
112 Anna M Dopkin 25.3%
112 Paul Wojik 25.3%
114 Diane Sobin 25.3%

Total Return

Month by Month Performance

Quarterly Performance

to 30/09/2017 Annual Q1 Q2 Q3 Q4
2017 7.2% 5.1% 4.5%
2016 8.1% -0.9% 2.1% 4.7% 2.0%
2015 4.3% 1.6% 1.0% -6.2% 8.4%
2014 -0.2% 4.5%
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.